$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 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
| 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% |
| SPG | New | SIMON PPTY GROUP INC NEW | $1,582 | – | 9,900 | +100.0% | 0.22% | – |
| 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% | – |
- Joho Capital holdings (13F-HR)
- Joho Capital significant holdings (13D/G)
- Joho Capital ownership history
- Joho Capital portfolio value
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Signed by
- Timothy K. McManus (Chief Operating Officer (Joho Capital, L.L.C.))