Joho Capital Q3 2021 13F Holdings

Joho Capital Q3 2021 holdings
TickerName Value Shares↓ Weighting
MSFT MICROSOFT CORPReduce  $202,278
0.5%
717,500
-3.5%
27.20%
-4.9%
BABA ALIBABA GROUP HLDG LTDsponsored adsAdd  $141,653
9.4%
956,791
67.6%
19.04%
3.5%
GPN GLOBAL PMTS INCAdd  $123,960
10.7%
786,648
31.8%
16.67%
4.8%
LTHM LIVENT CORPAdd  $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 AMAZON COM INCReduce  $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 SERVICENOW INCReduce  $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 ADOBE SYSTEMS INCORPOR...Reduce  $2,953
-10.1%
5,130
-8.6%
0.40%
-15.0%
EL LAUDER ESTEE COS INCcl aReduce  $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 SIMON PPTY GROUP INC NEWSold out  $0-8,100-0.15%
CDAY CERIDIAN HCM HLDG INCSold out  $0-185,037-2.52%
  • Joho Capital Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $744 Million
  • Holdings
    20
  • Turnover
    9.1%
  • EDGAR