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 0.0% .

 Value Shares↓ Weighting
LTHM  LIVENT CORP$104,178
+5.5%
4,273,0800.0%14.41%
+8.6%
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%
ECL  ECOLAB INC$1,811
+12.4%
7,7200.0%0.25%
+15.7%

Compare quarterly holdings

Export Joho Capital's holdings

Source

Signed by

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

EDGAR filings