$309 Billion is the total value of Joho Capital's 15 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $141,685,656 | +102871.5% | 590,800 | 0.0% | 45.85% | +19.2% | |
| EEFT | Sell | EURONET WORLDWIDE INC | $39,041,136 | +85192.9% | 413,659 | -31.5% | 12.63% | -1.3% |
| PWR | New | QUANTA SVCS INC | $24,110,003 | – | 169,193 | +100.0% | 7.80% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $24,077,950 | – | 85,000 | +100.0% | 7.79% | – |
| SHLS | New | SHOALS TECHNOLOGIES GROUP INcl a | $18,144,489 | – | 735,488 | +100.0% | 5.87% | – |
| INTU | INTUIT | $17,164,602 | +100389.4% | 44,100 | 0.0% | 5.55% | +16.3% | |
| ARRY | New | ARRAY TECHNOLOGIES INC | $14,014,250 | – | 725,000 | +100.0% | 4.54% | – |
| Buy | RIVIAN AUTOMOTIVE INC | $10,464,554 | +140723.0% | 567,800 | +151.5% | 3.39% | +62.9% | |
| STZ | CONSTELLATION BRANDS INCcl a | $4,221,326 | +100792.1% | 18,215 | 0.0% | 1.37% | +16.8% | |
| PG | PROCTER AND GAMBLE CO | $3,493,458 | +119950.1% | 23,050 | 0.0% | 1.13% | +38.8% | |
| ADSK | Sell | AUTODESK INC | $3,376,741 | +85279.0% | 18,070 | -14.6% | 1.09% | -1.2% |
| APH | Sell | AMPHENOL CORP NEWcl a | $3,360,820 | +94704.5% | 44,140 | -16.6% | 1.09% | +9.8% |
| EL | LAUDER ESTEE COS INCcl a | $2,568,435 | +114818.8% | 10,352 | 0.0% | 0.83% | +33.0% | |
| LTHM | Sell | LIVENT CORP | $1,670,670 | +1730.0% | 84,080 | -97.2% | 0.54% | -97.9% |
| SPG | SIMON PPTY GROUP INC NEW | $1,641,196 | +130776.9% | 13,970 | 0.0% | 0.53% | +51.3% | |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -3,830 | -100.0% | -0.19% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -9,420 | -100.0% | -0.38% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -479,571 | -100.0% | -10.73% | – |
Signatures
The EDGAR filing(s) were signed by:
- Timothy K. McManus — Chief Operating Officer (Joho Capital, L.L.C.)
About Joho Capital
Joho Capital is a New York-based investment firm that was founded in 1996 by Robert Karr, a former partner at Julian Robertson's Tiger Management. The firm has a reputation for being one of the most successful hedge funds in the industry, with a focus on long-term investments in technology, media, and telecommunications companies.
Joho Capital's investment strategy is centered around identifying companies with strong growth potential and investing in them for the long term. The firm's portfolio includes a number of well-known companies, such as Facebook, Amazon, and Netflix, as well as smaller, up-and-coming firms in the technology sector.
Robert Karr, the founder and CEO of Joho Capital, is a well-respected figure in the finance industry. He is known for his ability to identify promising investment opportunities and for his disciplined approach to investing. Karr is supported by a team of experienced investment professionals, including COO and President, John Wu, and Chief Investment Officer, Tom Kempner.
Despite its success, Joho Capital has faced some challenges in recent years. The firm's investments in Chinese companies have come under scrutiny, and it has been accused of insider trading. However, the firm has denied any wrongdoing and has continued to focus on its core investment strategy. Overall, Joho Capital remains a major player in the hedge fund industry, and its success is a testament to the skill and expertise of its leadership team.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
- 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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