Joho Capital Q1 2022 holdings

$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 BuyALIBABA GROUP HLDG LTDsponsored ads$112,495
-1.1%
1,033,961
+8.0%
16.06%
+2.0%
DT BuyDYNATRACE INC$69,051
+2.7%
1,466,050
+31.7%
9.86%
+6.0%
GOOGL BuyALPHABET INCcap stk cl a$3,390
+27.9%
1,219
+33.2%
0.48%
+31.9%
ADSK BuyAUTODESK INC$2,887
+7.3%
13,470
+40.8%
0.41%
+10.8%
EL BuyLAUDER ESTEE COS INCcl a$2,329
-21.7%
8,552
+6.5%
0.33%
-19.2%
SPG BuySIMON 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.)

Compare quarterly holdings

Export Joho Capital's holdings

EDGAR filings