Joho Capital as of June 30, 2022
Portfolio Holdings for Joho Capital
Joho Capital holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 34.7 | $152M | 591k | 256.83 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 21.4 | $94M | 825k | 113.68 | |
| Livent Corp | 20.4 | $89M | 3.9M | 22.69 | |
| Euronet Worldwide (EEFT) | 12.7 | $56M | 554k | 100.59 | |
| Global Payments (GPN) | 6.1 | $27M | 243k | 110.64 | |
| Constellation Brands Cl A (STZ) | 1.0 | $4.2M | 18k | 233.05 | |
| Autodesk (ADSK) | 0.8 | $3.6M | 21k | 171.94 | |
| Amphenol Corp Cl A (APH) | 0.8 | $3.4M | 53k | 64.37 | |
| Procter & Gamble Company (PG) | 0.8 | $3.3M | 23k | 143.77 | |
| Lauder Estee Cos Cl A (EL) | 0.6 | $2.6M | 10k | 254.64 | |
| Ecolab (ECL) | 0.3 | $1.4M | 9.4k | 153.72 | |
| Simon Property (SPG) | 0.3 | $1.3M | 14k | 94.92 |
