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 20.0% .

 Value Shares↓ Weighting
GPN SellGLOBAL PMTS INC$100,533
-5.8%
734,673
-7.0%
14.35%
-2.8%
EEFT SellEURONET WORLDWIDE INC$81,019
+0.3%
622,504
-8.2%
11.56%
+3.5%
FB SellMETA PLATFORMS INCcl a$1,152
-72.0%
5,180
-57.6%
0.16%
-71.2%
ADBE SellADOBE SYSTEMS INCORPORATED$540
-64.4%
1,185
-55.7%
0.08%
-63.3%
FIS ExitFIDELITY 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.)

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EDGAR filings