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
MSFT  MICROSOFT CORP$190,536
-8.3%
618,0000.0%27.20%
-5.4%
LTHM  LIVENT CORP$111,399
+6.9%
4,273,0800.0%15.90%
+10.3%
AMZN  AMAZON COM INC$5,239
-2.2%
1,6070.0%0.75%
+0.9%
PG  PROCTER AND GAMBLE CO$4,255
-6.6%
27,8500.0%0.61%
-3.7%
STZ  CONSTELLATION BRANDS INCcl a$4,195
-8.2%
18,2150.0%0.60%
-5.2%
APH  AMPHENOL CORP NEWcl a$3,989
-13.8%
52,9400.0%0.57%
-11.2%
NOW  SERVICENOW INC$3,454
-14.2%
6,2020.0%0.49%
-11.5%
ECL  ECOLAB INC$1,363
-24.7%
7,7200.0%0.20%
-22.3%
UBER  UBER TECHNOLOGIES INC$962
-14.9%
26,9500.0%0.14%
-12.2%

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