JOHO CAPITAL LLC

Q2 2021 13F Holdings

  • Location
    new york, NY
  • Num holdings

    22

  • Value ($000)

    $703,831

  • Date Filed
    08/16/2021
  • Form type
    13F-HR
  • CIK
    0001106500
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$201.33M
29 %

743,200

BABA
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
01609W102
$129.47M
18 %

570,891

GPN
GPN

GLOBAL PMTS INC

COM
37940X102
$111.95M
16 %

596,955

LTHM
LTHM

LIVENT CORP

COM
53814L108
$73.12M
10 %

3,777,080

DT
DT

DYNATRACE INC

COM NEW
268150109
$64.76M
9 %

1,108,600

EEFT
EEFT

EURONET WORLDWIDE INC

COM
298736109
$63.61M
9 %

469,939

DAY
DAY

CERIDIAN HCM HLDG INC

COM
15677J108
$17.75M
3 %

185,037

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.99M
1 %

1,740

STZ
STZ

CONSTELLATION BRANDS INC

CL A
21036P108
$4.26M
1 %

18,215

META
META

FACEBOOK INC

CL A
30303M102
$4.25M
1 %

12,230

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