Joho Capital Q3 2021 holdings

$744 Million is the total value of Joho Capital's 20 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 9.1% .

 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$202,278
+0.5%
717,500
-3.5%
27.20%
-4.9%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$141,653
+9.4%
956,791
+67.6%
19.04%
+3.5%
GPN BuyGLOBAL PMTS INC$123,960
+10.7%
786,648
+31.8%
16.67%
+4.8%
LTHM BuyLIVENT CORP$98,751
+35.0%
4,273,080
+13.1%
13.28%
+27.8%
DT  DYNATRACE INC$78,677
+21.5%
1,108,6000.0%10.58%
+15.0%
EEFT  EURONET WORLDWIDE INC$59,814
-6.0%
469,9390.0%8.04%
-11.0%
AMZN SellAMAZON COM INC$5,098
-14.8%
1,552
-10.8%
0.68%
-19.4%
FB  FACEBOOK INCcl a$4,151
-2.4%
12,2300.0%0.56%
-7.6%
PG  PROCTER AND GAMBLE CO$3,893
+3.6%
27,8500.0%0.52%
-2.1%
APH  AMPHENOL CORP NEWcl a$3,877
+7.0%
52,9400.0%0.52%
+1.2%
NOW SellSERVICENOW INC$3,859
+5.0%
6,202
-7.3%
0.52%
-0.6%
STZ  CONSTELLATION BRANDS INCcl a$3,838
-9.9%
18,2150.0%0.52%
-14.7%
ADBE SellADOBE SYSTEMS INCORPORATED$2,953
-10.1%
5,130
-8.6%
0.40%
-15.0%
EL SellLAUDER ESTEE COS INCcl a$2,409
-22.8%
8,032
-18.1%
0.32%
-26.9%
GOOGL  ALPHABET INCcap stk cl a$1,871
+9.5%
7000.0%0.25%
+3.7%
ADSK  AUTODESK INC$1,845
-2.3%
6,4700.0%0.25%
-7.5%
PFGC  PERFORMANCE FOOD GROUP CO$1,835
-4.2%
39,5000.0%0.25%
-9.2%
ECL  ECOLAB INC$1,611
+1.3%
7,7200.0%0.22%
-4.0%
UBER  UBER TECHNOLOGIES INC$939
-10.6%
20,9500.0%0.13%
-15.4%
PTON  PELOTON INTERACTIVE INC$468
-29.8%
5,3750.0%0.06%
-33.7%
SPG ExitSIMON PPTY GROUP INC NEW$0-8,100
-100.0%
-0.15%
CDAY ExitCERIDIAN HCM HLDG INC$0-185,037
-100.0%
-2.52%
Signed by
  • Timothy K. McManus — Chief Operating Officer (Joho Capital, L.L.C.)

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