Joho Capital Q3 2022 holdings

$358 Million is the total value of Joho Capital's 14 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 33.3% .

 Value Shares↓ Weighting
MSFT  MICROSOFT CORP$137,597
-9.3%
590,8000.0%38.47%
+10.9%
LTHM SellLIVENT CORP$91,293
+2.1%
2,978,580
-24.4%
25.52%
+24.9%
EEFT BuyEURONET WORLDWIDE INC$45,773
-17.9%
604,190
+9.0%
12.80%
+0.4%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$38,361
-59.1%
479,571
-41.8%
10.73%
-49.9%
INTU NewINTUIT$17,08144,100
+100.0%
4.78%
NewRIVIAN AUTOMOTIVE INC$7,431225,800
+100.0%
2.08%
STZ  CONSTELLATION BRANDS INCcl a$4,184
-1.4%
18,2150.0%1.17%
+20.6%
ADSK  AUTODESK INC$3,955
+8.7%
21,1700.0%1.11%
+32.9%
APH  AMPHENOL CORP NEWcl a$3,545
+4.0%
52,9400.0%0.99%
+27.2%
PG  PROCTER AND GAMBLE CO$2,910
-12.2%
23,0500.0%0.81%
+7.5%
EL  LAUDER ESTEE COS INCcl a$2,235
-15.2%
10,3520.0%0.62%
+3.8%
ECL  ECOLAB INC$1,360
-6.1%
9,4200.0%0.38%
+14.8%
SPG  SIMON PPTY GROUP INC NEW$1,254
-5.4%
13,9700.0%0.35%
+15.8%
GNRC NewGENERAC HLDGS INC$6823,830
+100.0%
0.19%
GPN ExitGLOBAL PMTS INC$0-242,860
-100.0%
-6.14%

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.)

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EDGAR filings