Joho Capital as of Dec. 31, 2021
Portfolio Holdings for Joho Capital
Joho Capital holds 20 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 28.8 | $208M | 618k | 336.32 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 15.7 | $114M | 958k | 118.79 | |
| Global Payments (GPN) | 14.8 | $107M | 790k | 135.18 | |
| Livent Corp | 14.4 | $104M | 4.3M | 24.38 | |
| Euronet Worldwide (EEFT) | 11.2 | $81M | 678k | 119.17 | |
| Dynatrace Com New (DT) | 9.3 | $67M | 1.1M | 60.35 | |
| Amazon (AMZN) | 0.7 | $5.4M | 1.6k | 3334.16 | |
| Amphenol Corp Cl A (APH) | 0.6 | $4.6M | 53k | 87.46 | |
| Constellation Brands Cl A (STZ) | 0.6 | $4.6M | 18k | 250.95 | |
| Procter & Gamble Company (PG) | 0.6 | $4.6M | 28k | 163.59 | |
| Meta Platforms Cl A (META) | 0.6 | $4.1M | 12k | 336.39 | |
| Servicenow (NOW) | 0.6 | $4.0M | 6.2k | 649.15 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $3.0M | 8.0k | 370.14 | |
| Autodesk (ADSK) | 0.4 | $2.7M | 9.6k | 281.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.7M | 915.00 | 2897.27 | |
| Ecolab (ECL) | 0.3 | $1.8M | 7.7k | 234.59 | |
| Simon Property (SPG) | 0.2 | $1.6M | 9.9k | 159.80 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.5M | 2.7k | 567.10 | |
| Uber Technologies (UBER) | 0.2 | $1.1M | 27k | 41.93 | |
| Fidelity National Information Services (FIS) | 0.1 | $611k | 5.6k | 109.11 |
