Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 20
- 0 vs. Q3 2021
- Portfolio value
- $722.7M
- −$21.0M (−2.8%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 618,000 | $207.8M | 28.8% | −99,500−13.9% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 957,791 | $113.8M | 15.7% | +1,000+0.1% | Added | History |
| GPNGlobal Payments Inc | Stock | 789,648 | $106.7M | 14.8% | +3,000+0.4% | Added | History |
| LTHMLivent Corp. | COM | 4,273,080 | $104.2M | 14.4% | 00.0% | Unchanged | History |
| EEFTEuronet Worldwide, Inc. | COM | 677,854 | $80.8M | 11.2% | +207,915+44.2% | Added | History |
| DTDynatrace, Inc. | Stock | 1,113,550 | $67.2M | 9.3% | +4,950+0.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,607 | $5.36M | 0.7% | +55+3.5% | Added | History |
| APHAmphenol Corp | CL A | 52,940 | $4.63M | 0.6% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.57M | 0.6% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 27,850 | $4.56M | 0.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 12,230 | $4.11M | 0.6% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 6,202 | $4.03M | 0.6% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 8,032 | $2.97M | 0.4% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 9,570 | $2.69M | 0.4% | +3,100+47.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 915 | $2.65M | 0.4% | +215+30.7% | Added | History |
| ECLEcolab Inc. | Stock | 7,720 | $1.81M | 0.3% | 00.0% | Unchanged | History |
| SPGSimon Property Group Inc. | REIT | 9,900 | $1.58M | 0.2% | +9,900 | New | History |
| ADBEAdobe Inc. | Stock | 2,675 | $1.52M | 0.2% | −2,455−47.9% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 26,950 | $1.13M | 0.2% | +6,000+28.6% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 5,600 | $611.0K | 0.1% | +5,600 | New | History |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.