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Livermore
Livermore
ZHEN

Joho Capital LLC

SEC CIK
0001106500
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
12
−7 vs. Q1 2022
Portfolio value
$437.5M
−$263.1M (−37.6%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Joho Capital LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock590,800$151.7M34.7%−27,200−4.4%ReducedHistory
BABAAlibaba Group Holding LtdADR824,571$93.7M21.4%−209,390−20.3%ReducedHistory
LTHMLivent Corp.COM3,940,080$89.4M20.4%−333,000−7.8%ReducedHistory
EEFTEuronet Worldwide, Inc.COM554,429$55.8M12.7%−68,075−10.9%ReducedHistory
GPNGlobal Payments IncStock242,860$26.9M6.1%−491,813−66.9%ReducedHistory
STZConstellation Brands, Inc.Stock18,215$4.25M1.0%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM21,170$3.64M0.8%+7,700+57.2%AddedHistory
APHAmphenol CorpCL A52,940$3.41M0.8%00.0%UnchangedHistory
PGProcter & Gamble CoStock23,050$3.31M0.8%−4,800−17.2%ReducedHistory
ELEstee Lauder Companies IncCL A10,352$2.64M0.6%+1,800+21.0%AddedHistory
ECLEcolab Inc.Stock9,420$1.45M0.3%+1,700+22.0%AddedHistory
SPGSimon Property Group Inc.REIT13,970$1.33M0.3%00.0%UnchangedHistory

Sold out since Q1 2022 (7)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Joho Capital LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
DTDynatrace, Inc.Stock1,466,050$69.1M9.9%History
AMZNAmazon Com IncStock1,607$5.24M0.7%History
NOWServiceNow, Inc.Stock6,202$3.45M0.5%History
GOOGLAlphabet Inc.Stock1,219$3.39M0.5%History
METAMeta Platforms, Inc.Stock5,180$1.15M0.2%History
UBERUber Technologies, IncStock26,950$962.0K0.1%History
ADBEAdobe Inc.Stock1,185$540.0K0.1%History