Joho Capital Q4 2021 holdings

$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 SellMICROSOFT CORP$207,846
+2.8%
618,000
-13.9%
28.76%
+5.7%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$113,776
-19.7%
957,791
+0.1%
15.74%
-17.3%
GPN BuyGLOBAL PMTS INC$106,745
-13.9%
789,648
+0.4%
14.77%
-11.4%
LTHM  LIVENT CORP$104,178
+5.5%
4,273,0800.0%14.41%
+8.6%
EEFT BuyEURONET WORLDWIDE INC$80,780
+35.1%
677,854
+44.2%
11.18%
+39.0%
DT BuyDYNATRACE INC$67,203
-14.6%
1,113,550
+0.4%
9.30%
-12.1%
AMZN BuyAMAZON COM INC$5,358
+5.1%
1,607
+3.5%
0.74%
+8.2%
APH  AMPHENOL CORP NEWcl a$4,630
+19.4%
52,9400.0%0.64%
+23.0%
STZ  CONSTELLATION BRANDS INCcl a$4,571
+19.1%
18,2150.0%0.63%
+22.5%
PG  PROCTER AND GAMBLE CO$4,556
+17.0%
27,8500.0%0.63%
+20.5%
FB  META PLATFORMS INCcl a$4,114
-0.9%
12,2300.0%0.57%
+2.0%
NOW  SERVICENOW INC$4,026
+4.3%
6,2020.0%0.56%
+7.3%
EL  LAUDER ESTEE COS INCcl a$2,973
+23.4%
8,0320.0%0.41%
+26.9%
ADSK BuyAUTODESK INC$2,691
+45.9%
9,570
+47.9%
0.37%
+50.0%
GOOGL BuyALPHABET INCcap stk cl a$2,651
+41.7%
915
+30.7%
0.37%
+45.6%
ECL  ECOLAB INC$1,811
+12.4%
7,7200.0%0.25%
+15.7%
SPG NewSIMON PPTY GROUP INC NEW$1,5829,900
+100.0%
0.22%
ADBE SellADOBE SYSTEMS INCORPORATED$1,517
-48.6%
2,675
-47.9%
0.21%
-47.1%
UBER BuyUBER TECHNOLOGIES INC$1,130
+20.3%
26,950
+28.6%
0.16%
+23.8%
FIS NewFIDELITY NATL INFORMATION SV$6115,600
+100.0%
0.08%
PTON ExitPELOTON INTERACTIVE INC$0-5,375
-100.0%
-0.06%
PFGC ExitPERFORMANCE FOOD GROUP CO$0-39,500
-100.0%
-0.25%
Signed by
  • Timothy K. McManus — Chief Operating Officer (Joho Capital, L.L.C.)

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