Joho Capital as of June 30, 2021
Portfolio Holdings for Joho Capital
Joho Capital holds 22 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 28.6 | $201M | 743k | 270.90 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 18.4 | $130M | 571k | 226.78 | |
| Global Payments (GPN) | 15.9 | $112M | 597k | 187.54 | |
| Livent Corp | 10.4 | $73M | 3.8M | 19.36 | |
| Dynatrace Com New (DT) | 9.2 | $65M | 1.1M | 58.42 | |
| Euronet Worldwide (EEFT) | 9.0 | $64M | 470k | 135.35 | |
| Ceridian Hcm Hldg (DAY) | 2.5 | $18M | 185k | 95.92 | |
| Amazon (AMZN) | 0.9 | $6.0M | 1.7k | 3440.23 | |
| Constellation Brands Cl A (STZ) | 0.6 | $4.3M | 18k | 233.87 | |
| Facebook Cl A (META) | 0.6 | $4.3M | 12k | 347.67 | |
| Procter & Gamble Company (PG) | 0.5 | $3.8M | 28k | 134.94 | |
| Servicenow (NOW) | 0.5 | $3.7M | 6.7k | 549.48 | |
| Amphenol Corp Cl A (APH) | 0.5 | $3.6M | 53k | 68.42 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $3.3M | 5.6k | 585.56 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $3.1M | 9.8k | 318.04 | |
| Performance Food (PFGC) | 0.3 | $1.9M | 40k | 48.48 | |
| Autodesk (ADSK) | 0.3 | $1.9M | 6.5k | 291.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.7M | 700.00 | 2441.43 | |
| Ecolab (ECL) | 0.2 | $1.6M | 7.7k | 205.96 | |
| Simon Property (SPG) | 0.2 | $1.1M | 8.1k | 130.49 | |
| Uber Technologies (UBER) | 0.1 | $1.0M | 21k | 50.12 | |
| Peloton Interactive Cl A Com (PTON) | 0.1 | $667k | 5.4k | 124.09 |
