Joho Capital Q2 2022 holdings

$438 Million is the total value of Joho Capital's 12 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 36.8% .

 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$151,735
-20.4%
590,800
-4.4%
34.68%
+27.5%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$93,737
-16.7%
824,571
-20.3%
21.42%
+33.4%
LTHM SellLIVENT CORP$89,400
-19.7%
3,940,080
-7.8%
20.43%
+28.5%
EEFT SellEURONET WORLDWIDE INC$55,770
-31.2%
554,429
-10.9%
12.75%
+10.2%
GPN SellGLOBAL PMTS INC$26,870
-73.3%
242,860
-66.9%
6.14%
-57.2%
STZ  CONSTELLATION BRANDS INCcl a$4,245
+1.2%
18,2150.0%0.97%
+61.9%
ADSK BuyAUTODESK INC$3,640
+26.1%
21,170
+57.2%
0.83%
+101.9%
APH  AMPHENOL CORP NEWcl a$3,408
-14.6%
52,9400.0%0.78%
+36.9%
PG SellPROCTER AND GAMBLE CO$3,314
-22.1%
23,050
-17.2%
0.76%
+24.7%
EL BuyLAUDER ESTEE COS INCcl a$2,636
+13.2%
10,352
+21.0%
0.60%
+81.3%
ECL BuyECOLAB INC$1,448
+6.2%
9,420
+22.0%
0.33%
+69.7%
SPG  SIMON PPTY GROUP INC NEW$1,326
-27.9%
13,9700.0%0.30%
+15.6%
ADBE ExitADOBE SYSTEMS INCORPORATED$0-1,185
-100.0%
-0.08%
UBER ExitUBER TECHNOLOGIES INC$0-26,950
-100.0%
-0.14%
FB ExitMETA PLATFORMS INCcl a$0-5,180
-100.0%
-0.16%
GOOGL ExitALPHABET INCcap stk cl a$0-1,219
-100.0%
-0.48%
NOW ExitSERVICENOW INC$0-6,202
-100.0%
-0.49%
AMZN ExitAMAZON COM INC$0-1,607
-100.0%
-0.75%
DT ExitDYNATRACE INC$0-1,466,050
-100.0%
-9.86%

The following EDGAR filing(s) were analyzed to create this 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