Joho Capital as of Sept. 30, 2021
Portfolio Holdings for Joho Capital
Joho Capital holds 20 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 27.2 | $202M | 718k | 281.92 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 19.0 | $142M | 957k | 148.05 | |
| Global Payments (GPN) | 16.7 | $124M | 787k | 157.58 | |
| Livent Corp | 13.3 | $99M | 4.3M | 23.11 | |
| Dynatrace Com New (DT) | 10.6 | $79M | 1.1M | 70.97 | |
| Euronet Worldwide (EEFT) | 8.0 | $60M | 470k | 127.28 | |
| Amazon (AMZN) | 0.7 | $5.1M | 1.6k | 3284.79 | |
| Facebook Cl A (META) | 0.6 | $4.2M | 12k | 339.41 | |
| Procter & Gamble Company (PG) | 0.5 | $3.9M | 28k | 139.78 | |
| Amphenol Corp Cl A (APH) | 0.5 | $3.9M | 53k | 73.23 | |
| Servicenow (NOW) | 0.5 | $3.9M | 6.2k | 622.22 | |
| Constellation Brands Cl A (STZ) | 0.5 | $3.8M | 18k | 210.71 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $3.0M | 5.1k | 575.63 | |
| Lauder Estee Cos Cl A (EL) | 0.3 | $2.4M | 8.0k | 299.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.9M | 700.00 | 2672.86 | |
| Autodesk (ADSK) | 0.2 | $1.8M | 6.5k | 285.16 | |
| Performance Food (PFGC) | 0.2 | $1.8M | 40k | 46.46 | |
| Ecolab (ECL) | 0.2 | $1.6M | 7.7k | 208.68 | |
| Uber Technologies (UBER) | 0.1 | $939k | 21k | 44.82 | |
| Peloton Interactive Cl A Com (PTON) | 0.1 | $468k | 5.4k | 87.07 |
