Joho Capital as of March 31, 2021
Portfolio Holdings for Joho Capital
Joho Capital holds 21 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 27.2 | $175M | 743k | 235.77 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 20.1 | $129M | 571k | 226.73 | |
| Global Payments (GPN) | 18.6 | $120M | 596k | 201.58 | |
| Livent Corp | 10.2 | $65M | 3.8M | 17.32 | |
| Euronet Worldwide (EEFT) | 10.1 | $65M | 470k | 138.30 | |
| Dynatrace Com New (DT) | 5.5 | $35M | 735k | 48.24 | |
| Ceridian Hcm Hldg (DAY) | 2.4 | $16M | 185k | 84.27 | |
| Amazon (AMZN) | 0.8 | $5.4M | 1.7k | 3094.25 | |
| Procter & Gamble Company (PG) | 0.6 | $3.8M | 28k | 135.44 | |
| Constellation Brands Cl A (STZ) | 0.6 | $3.7M | 16k | 227.99 | |
| Facebook Cl A (META) | 0.6 | $3.6M | 12k | 294.52 | |
| Amphenol Corp Cl A (APH) | 0.5 | $3.5M | 53k | 65.96 | |
| Servicenow (NOW) | 0.5 | $3.3M | 6.7k | 500.15 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.7M | 5.6k | 475.40 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $2.6M | 8.9k | 290.89 | |
| Performance Food (PFGC) | 0.4 | $2.3M | 40k | 57.62 | |
| Autodesk (ADSK) | 0.3 | $1.8M | 6.5k | 277.13 | |
| Ecolab (ECL) | 0.3 | $1.7M | 7.7k | 214.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.4M | 700.00 | 2062.86 | |
| Uber Technologies (UBER) | 0.2 | $1.1M | 21k | 54.51 | |
| Simon Property (SPG) | 0.1 | $922k | 8.1k | 113.83 |
