Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 22
- +1 vs. Q1 2021
- Portfolio value
- $703.8M
- +$59.9M (+9.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 743,200 | $201.3M | 28.6% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 570,891 | $129.5M | 18.4% | 00.0% | Unchanged | History |
| GPNGlobal Payments Inc | Stock | 596,955 | $112.0M | 15.9% | +1,500+0.3% | Added | History |
| LTHMLivent Corp. | COM | 3,777,080 | $73.1M | 10.4% | 00.0% | Unchanged | History |
| DTDynatrace, Inc. | Stock | 1,108,600 | $64.8M | 9.2% | +374,000+50.9% | Added | History |
| EEFTEuronet Worldwide, Inc. | COM | 469,939 | $63.6M | 9.0% | 00.0% | Unchanged | History |
| DAYDayforce, Inc. | COM | 185,037 | $17.7M | 2.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,740 | $5.99M | 0.9% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.26M | 0.6% | +1,780+10.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 12,230 | $4.25M | 0.6% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 27,850 | $3.76M | 0.5% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 6,690 | $3.68M | 0.5% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 52,940 | $3.62M | 0.5% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 5,610 | $3.29M | 0.5% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 9,807 | $3.12M | 0.4% | +900+10.1% | Added | History |
| PFGCPerformance Food Group Co | COM | 39,500 | $1.92M | 0.3% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 6,470 | $1.89M | 0.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 700 | $1.71M | 0.2% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 7,720 | $1.59M | 0.2% | 00.0% | Unchanged | History |
| SPGSimon Property Group Inc. | REIT | 8,100 | $1.06M | 0.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 20,950 | $1.05M | 0.1% | 00.0% | Unchanged | History |
| PTONPeloton Interactive, Inc. | CL A COM | 5,375 | $667.0K | 0.1% | +5,375 | New | History |