$701 Million is the total value of Joho Capital's 19 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 5.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $190,536 | -8.3% | 618,000 | 0.0% | 27.20% | -5.4% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $112,495 | -1.1% | 1,033,961 | +8.0% | 16.06% | +2.0% |
| LTHM | LIVENT CORP | $111,399 | +6.9% | 4,273,080 | 0.0% | 15.90% | +10.3% | |
| GPN | Sell | GLOBAL PMTS INC | $100,533 | -5.8% | 734,673 | -7.0% | 14.35% | -2.8% |
| EEFT | Sell | EURONET WORLDWIDE INC | $81,019 | +0.3% | 622,504 | -8.2% | 11.56% | +3.5% |
| DT | Buy | DYNATRACE INC | $69,051 | +2.7% | 1,466,050 | +31.7% | 9.86% | +6.0% |
| AMZN | AMAZON COM INC | $5,239 | -2.2% | 1,607 | 0.0% | 0.75% | +0.9% | |
| PG | PROCTER AND GAMBLE CO | $4,255 | -6.6% | 27,850 | 0.0% | 0.61% | -3.7% | |
| STZ | CONSTELLATION BRANDS INCcl a | $4,195 | -8.2% | 18,215 | 0.0% | 0.60% | -5.2% | |
| APH | AMPHENOL CORP NEWcl a | $3,989 | -13.8% | 52,940 | 0.0% | 0.57% | -11.2% | |
| NOW | SERVICENOW INC | $3,454 | -14.2% | 6,202 | 0.0% | 0.49% | -11.5% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,390 | +27.9% | 1,219 | +33.2% | 0.48% | +31.9% |
| ADSK | Buy | AUTODESK INC | $2,887 | +7.3% | 13,470 | +40.8% | 0.41% | +10.8% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $2,329 | -21.7% | 8,552 | +6.5% | 0.33% | -19.2% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $1,838 | +16.2% | 13,970 | +41.1% | 0.26% | +19.6% |
| ECL | ECOLAB INC | $1,363 | -24.7% | 7,720 | 0.0% | 0.20% | -22.3% | |
| FB | Sell | META PLATFORMS INCcl a | $1,152 | -72.0% | 5,180 | -57.6% | 0.16% | -71.2% |
| UBER | UBER TECHNOLOGIES INC | $962 | -14.9% | 26,950 | 0.0% | 0.14% | -12.2% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $540 | -64.4% | 1,185 | -55.7% | 0.08% | -63.3% |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -5,600 | -100.0% | -0.08% | – |
These EDGAR filings were analyzed to create this holdings report:
The EDGAR filing(s) were signed by:
- Timothy K. McManus — Chief Operating Officer (Joho Capital, L.L.C.)
- 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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