$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $112,495 | -1.1% | 1,033,961 | +8.0% | 16.06% | +2.0% |
| DT | Buy | DYNATRACE INC | $69,051 | +2.7% | 1,466,050 | +31.7% | 9.86% | +6.0% |
| 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% |
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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