Joho Capital as of March 31, 2022
Portfolio Holdings for Joho Capital
Joho Capital holds 19 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 27.2 | $191M | 618k | 308.31 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 16.1 | $113M | 1.0M | 108.80 | |
| Livent Corp | 15.9 | $111M | 4.3M | 26.07 | |
| Global Payments (GPN) | 14.3 | $101M | 735k | 136.84 | |
| Euronet Worldwide (EEFT) | 11.6 | $81M | 623k | 130.15 | |
| Dynatrace Com New (DT) | 9.9 | $69M | 1.5M | 47.10 | |
| Amazon (AMZN) | 0.7 | $5.2M | 1.6k | 3260.11 | |
| Procter & Gamble Company (PG) | 0.6 | $4.3M | 28k | 152.78 | |
| Constellation Brands Cl A (STZ) | 0.6 | $4.2M | 18k | 230.30 | |
| Amphenol Corp Cl A (APH) | 0.6 | $4.0M | 53k | 75.35 | |
| Servicenow (NOW) | 0.5 | $3.5M | 6.2k | 556.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.4M | 1.2k | 2780.97 | |
| Autodesk (ADSK) | 0.4 | $2.9M | 14k | 214.33 | |
| Lauder Estee Cos Cl A (EL) | 0.3 | $2.3M | 8.6k | 272.33 | |
| Simon Property (SPG) | 0.3 | $1.8M | 14k | 131.57 | |
| Ecolab (ECL) | 0.2 | $1.4M | 7.7k | 176.55 | |
| Meta Platforms Cl A (META) | 0.2 | $1.2M | 5.2k | 222.39 | |
| Uber Technologies (UBER) | 0.1 | $962k | 27k | 35.70 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $540k | 1.2k | 455.70 |
