Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 19
- −1 vs. Q4 2021
- Portfolio value
- $700.6M
- −$22.1M (−3.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 618,000 | $190.5M | 27.2% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,033,961 | $112.5M | 16.1% | +76,170+8.0% | Added | History |
| LTHMLivent Corp. | COM | 4,273,080 | $111.4M | 15.9% | 00.0% | Unchanged | History |
| GPNGlobal Payments Inc | Stock | 734,673 | $100.5M | 14.3% | −54,975−7.0% | Reduced | History |
| EEFTEuronet Worldwide, Inc. | COM | 622,504 | $81.0M | 11.6% | −55,350−8.2% | Reduced | History |
| DTDynatrace, Inc. | Stock | 1,466,050 | $69.1M | 9.9% | +352,500+31.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,607 | $5.24M | 0.7% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 27,850 | $4.25M | 0.6% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.20M | 0.6% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 52,940 | $3.99M | 0.6% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 6,202 | $3.45M | 0.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,219 | $3.39M | 0.5% | +304+33.2% | Added | History |
| ADSKAutodesk, Inc. | COM | 13,470 | $2.89M | 0.4% | +3,900+40.8% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 8,552 | $2.33M | 0.3% | +520+6.5% | Added | History |
| SPGSimon Property Group Inc. | REIT | 13,970 | $1.84M | 0.3% | +4,070+41.1% | Added | History |
| ECLEcolab Inc. | Stock | 7,720 | $1.36M | 0.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 5,180 | $1.15M | 0.2% | −7,050−57.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 26,950 | $962.0K | 0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 1,185 | $540.0K | 0.1% | −1,490−55.7% | Reduced | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.