Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 21
- No 13F data for Q4 2020
- Portfolio value
- $644.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 743,200 | $175.2M | 27.2% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 570,891 | $129.4M | 20.1% | – | – | History |
| GPNGlobal Payments Inc | Stock | 595,455 | $120.0M | 18.6% | – | – | History |
| LTHMLivent Corp. | COM | 3,777,080 | $65.4M | 10.2% | – | – | History |
| EEFTEuronet Worldwide, Inc. | COM | 469,939 | $65.0M | 10.1% | – | – | History |
| DTDynatrace, Inc. | Stock | 734,600 | $35.4M | 5.5% | – | – | History |
| DAYDayforce, Inc. | COM | 185,037 | $15.6M | 2.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,740 | $5.38M | 0.8% | – | – | History |
| PGProcter & Gamble Co | Stock | 27,850 | $3.77M | 0.6% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 16,435 | $3.75M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 12,230 | $3.60M | 0.6% | – | – | History |
| APHAmphenol Corp | CL A | 52,940 | $3.49M | 0.5% | – | – | History |
| NOWServiceNow, Inc. | Stock | 6,690 | $3.35M | 0.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 5,610 | $2.67M | 0.4% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 8,907 | $2.59M | 0.4% | – | – | History |
| PFGCPerformance Food Group Co | COM | 39,500 | $2.28M | 0.4% | – | – | History |
| ADSKAutodesk, Inc. | COM | 6,470 | $1.79M | 0.3% | – | – | History |
| ECLEcolab Inc. | Stock | 7,720 | $1.65M | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 700 | $1.44M | 0.2% | – | – | History |
| UBERUber Technologies, Inc | Stock | 20,950 | $1.14M | 0.2% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 8,100 | $922.0K | 0.1% | – | – | History |