$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 | Sell | MICROSOFT CORP | $207,846 | +2.8% | 618,000 | -13.9% | 28.76% | +5.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,517 | -48.6% | 2,675 | -47.9% | 0.21% | -47.1% |
| 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% | – |
- Joho Capital holdings (13F-HR)
- Joho Capital significant holdings (13D/G)
- Joho Capital ownership history
- Joho Capital portfolio value
- Joho Capital filings
- Similar filers BETA
Compare quarterly holdings
Export Joho Capital's holdings
Source
Signed by
- Timothy K. McManus (Chief Operating Officer (Joho Capital, L.L.C.))