Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 20
- −2 vs. Q2 2021
- Portfolio value
- $743.8M
- +$39.9M (+5.7%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 717,500 | $202.3M | 27.2% | −25,700−3.5% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 956,791 | $141.7M | 19.0% | +385,900+67.6% | Added | History |
| GPNGlobal Payments Inc | Stock | 786,648 | $124.0M | 16.7% | +189,693+31.8% | Added | History |
| LTHMLivent Corp. | COM | 4,273,080 | $98.8M | 13.3% | +496,000+13.1% | Added | History |
| DTDynatrace, Inc. | Stock | 1,108,600 | $78.7M | 10.6% | 00.0% | Unchanged | History |
| EEFTEuronet Worldwide, Inc. | COM | 469,939 | $59.8M | 8.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,552 | $5.10M | 0.7% | −188−10.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 12,230 | $4.15M | 0.6% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 27,850 | $3.89M | 0.5% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 52,940 | $3.88M | 0.5% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 6,202 | $3.86M | 0.5% | −488−7.3% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $3.84M | 0.5% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 5,130 | $2.95M | 0.4% | −480−8.6% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 8,032 | $2.41M | 0.3% | −1,775−18.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 700 | $1.87M | 0.3% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 6,470 | $1.84M | 0.2% | 00.0% | Unchanged | History |
| PFGCPerformance Food Group Co | COM | 39,500 | $1.83M | 0.2% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 7,720 | $1.61M | 0.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 20,950 | $939.0K | 0.1% | 00.0% | Unchanged | History |
| PTONPeloton Interactive, Inc. | CL A COM | 5,375 | $468.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (2)
Positions held at the end of Q2 2021 that are gone from this filing.