$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% | 4,273,080 | 0.0% | 14.41% | +8.6% | |
| APH | AMPHENOL CORP NEWcl a | $4,630 | +19.4% | 52,940 | 0.0% | 0.64% | +23.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $4,571 | +19.1% | 18,215 | 0.0% | 0.63% | +22.5% | |
| PG | PROCTER AND GAMBLE CO | $4,556 | +17.0% | 27,850 | 0.0% | 0.63% | +20.5% | |
| FB | META PLATFORMS INCcl a | $4,114 | -0.9% | 12,230 | 0.0% | 0.57% | +2.0% | |
| NOW | SERVICENOW INC | $4,026 | +4.3% | 6,202 | 0.0% | 0.56% | +7.3% | |
| EL | LAUDER ESTEE COS INCcl a | $2,973 | +23.4% | 8,032 | 0.0% | 0.41% | +26.9% | |
| ECL | ECOLAB INC | $1,811 | +12.4% | 7,720 | 0.0% | 0.25% | +15.7% |
- Joho Capital holdings (13F-HR)
- Joho Capital significant holdings (13D/G)
- Joho Capital ownership history
- Joho Capital portfolio value
- Joho Capital filings
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Signed by
- Timothy K. McManus (Chief Operating Officer (Joho Capital, L.L.C.))