Joho Capital as of Sept. 30, 2022
Portfolio Holdings for Joho Capital
Joho Capital holds 14 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 38.5 | $138M | 591k | 232.90 | |
| Livent Corp | 25.5 | $91M | 3.0M | 30.65 | |
| Euronet Worldwide (EEFT) | 12.8 | $46M | 604k | 75.76 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 10.7 | $38M | 480k | 79.99 | |
| Intuit (INTU) | 4.8 | $17M | 44k | 387.32 | |
| Rivian Automotive Com Cl A (RIVN) | 2.1 | $7.4M | 226k | 32.91 | |
| Constellation Brands Cl A (STZ) | 1.2 | $4.2M | 18k | 229.70 | |
| Autodesk (ADSK) | 1.1 | $4.0M | 21k | 186.82 | |
| Amphenol Corp Cl A (APH) | 1.0 | $3.5M | 53k | 66.96 | |
| Procter & Gamble Company (PG) | 0.8 | $2.9M | 23k | 126.25 | |
| Lauder Estee Cos Cl A (EL) | 0.6 | $2.2M | 10k | 215.90 | |
| Ecolab (ECL) | 0.4 | $1.4M | 9.4k | 144.37 | |
| Simon Property (SPG) | 0.4 | $1.3M | 14k | 89.76 | |
| Generac Holdings (GNRC) | 0.2 | $682k | 3.8k | 178.07 |
