$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% | 618,000 | 0.0% | 27.20% | -5.4% | |
| LTHM | LIVENT CORP | $111,399 | +6.9% | 4,273,080 | 0.0% | 15.90% | +10.3% | |
| 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% | |
| ECL | ECOLAB INC | $1,363 | -24.7% | 7,720 | 0.0% | 0.20% | -22.3% | |
| UBER | UBER TECHNOLOGIES INC | $962 | -14.9% | 26,950 | 0.0% | 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.)
- 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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