Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 14
- +2 vs. Q2 2022
- Portfolio value
- $357.7M
- −$79.9M (−18.3%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GNRCGenerac Holdings Inc. | Stock | 3,830 | $682.0K | 0.2% | +3,830 | New | History |
| SPGSimon Property Group Inc. | REIT | 13,970 | $1.25M | 0.4% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 9,420 | $1.36M | 0.4% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 10,352 | $2.23M | 0.6% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,050 | $2.91M | 0.8% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 52,940 | $3.54M | 1.0% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 21,170 | $3.96M | 1.1% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.18M | 1.2% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 225,800 | $7.43M | 2.1% | +225,800 | New | History |
| INTUIntuit Inc. | Stock | 44,100 | $17.1M | 4.8% | +44,100 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 479,571 | $38.4M | 10.7% | −345,000−41.8% | Reduced | History |
| EEFTEuronet Worldwide, Inc. | COM | 604,190 | $45.8M | 12.8% | +49,761+9.0% | Added | History |
| LTHMLivent Corp. | COM | 2,978,580 | $91.3M | 25.5% | −961,500−24.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 590,800 | $137.6M | 38.5% | 00.0% | Unchanged | History |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.