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 50.0% .

 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$207,846
+2.8%
618,000
-13.9%
28.76%
+5.7%
ADBE SellADOBE SYSTEMS INCORPORATED$1,517
-48.6%
2,675
-47.9%
0.21%
-47.1%
PTON ExitPELOTON INTERACTIVE INC$0-5,375
-100.0%
-0.06%
PFGC ExitPERFORMANCE FOOD GROUP CO$0-39,500
-100.0%
-0.25%

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Source

Signed by

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

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