$723 Million is the total value of Joho Capital's 20 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $207,846 | +2.8% | 618,000 | -13.9% | 28.76% | +5.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $113,776 | -19.7% | 957,791 | +0.1% | 15.74% | -17.3% |
| GPN | Buy | GLOBAL PMTS INC | $106,745 | -13.9% | 789,648 | +0.4% | 14.77% | -11.4% |
| LTHM | LIVENT CORP | $104,178 | +5.5% | 4,273,080 | 0.0% | 14.41% | +8.6% | |
| EEFT | Buy | EURONET WORLDWIDE INC | $80,780 | +35.1% | 677,854 | +44.2% | 11.18% | +39.0% |
| DT | Buy | DYNATRACE INC | $67,203 | -14.6% | 1,113,550 | +0.4% | 9.30% | -12.1% |
| AMZN | Buy | AMAZON COM INC | $5,358 | +5.1% | 1,607 | +3.5% | 0.74% | +8.2% |
| APH | AMPHENOL CORP NEWcl a | $4,630 | +19.4% | 52,940 | 0.0% | 0.64% | +23.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $4,571 | +19.1% | 18,215 | 0.0% | 0.63% | +22.5% | |
| PG | PROCTER AND GAMBLE CO | $4,556 | +17.0% | 27,850 | 0.0% | 0.63% | +20.5% | |
| FB | META PLATFORMS INCcl a | $4,114 | -0.9% | 12,230 | 0.0% | 0.57% | +2.0% | |
| NOW | SERVICENOW INC | $4,026 | +4.3% | 6,202 | 0.0% | 0.56% | +7.3% | |
| EL | LAUDER ESTEE COS INCcl a | $2,973 | +23.4% | 8,032 | 0.0% | 0.41% | +26.9% | |
| ADSK | Buy | AUTODESK INC | $2,691 | +45.9% | 9,570 | +47.9% | 0.37% | +50.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,651 | +41.7% | 915 | +30.7% | 0.37% | +45.6% |
| ECL | ECOLAB INC | $1,811 | +12.4% | 7,720 | 0.0% | 0.25% | +15.7% | |
| SPG | New | SIMON PPTY GROUP INC NEW | $1,582 | – | 9,900 | +100.0% | 0.22% | – |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,517 | -48.6% | 2,675 | -47.9% | 0.21% | -47.1% |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,130 | +20.3% | 26,950 | +28.6% | 0.16% | +23.8% |
| FIS | New | FIDELITY NATL INFORMATION SV | $611 | – | 5,600 | +100.0% | 0.08% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -5,375 | -100.0% | -0.06% | – |
| PFGC | Exit | PERFORMANCE FOOD GROUP CO | $0 | – | -39,500 | -100.0% | -0.25% | – |
Source
Signed by
- Timothy K. McManus — Chief Operating Officer (Joho Capital, L.L.C.)
- Joho Capital holdings (13F-HR)
- Joho Capital significant holdings (13D/G)
- Joho Capital ownership history
- Joho Capital portfolio value
- Joho Capital filings
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