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 25.0% .

 Value Shares↓ Weighting
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%
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%
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%
SPG NewSIMON PPTY GROUP INC NEW$1,5829,900
+100.0%
0.22%
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%

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Source

Signed by

  • Timothy K. McManus (Chief Operating Officer (Joho Capital, L.L.C.))

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