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JOHO CAPITAL LLC Historic Quarter Change: USA Other Stocks, Sold Out

JOHO CAPITAL LLC historic quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, JOHO CAPITAL LLC opened 5 positions, added to 10, reduced 14 and sold out of 6.

  • Q1 2025: Stock ANSYS INC; Country of operation United States; Class COM; Shares before 5,230.
  • Q4 2015: Stock MEAD JOHNSON NUTRITION CO; Country of operation —; Class COM; Shares before 647,300.
  • Q4 2015: Stock GOOGLE INC; Country of operation —; Class CL C; Shares before 52,956.
  • Q4 2015: Stock GOOGLE INC; Country of operation —; Class CL A; Shares before 2,607.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1106500), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025ANSYS INC
CUSIP 03662Q105
United StatesCOM5,2300-5,230$1,764,236$0-$1,764,2362025-05-14
Q4 2015MEAD JOHNSON NUTRITION CO
CUSIP 582839106
COM647,3000-647,300$45,570,000$0-$45,570,0002016-02-12
Q4 2015GOOGLE INC
CUSIP 38259P706
CL C52,9560-52,956$32,219,000$0-$32,219,0002016-02-12
Q4 2015GOOGLE INC
CUSIP 38259P508
CL A2,6070-2,607$1,664,000$0-$1,664,0002016-02-12
Q3 2015TABLEAU SOFTWARE INC
CUSIP 87336U105
CL A4,2500-4,250$490,000$0-$490,0002015-11-16
Q1 2014VARIAN MED SYS INC
CUSIP 92220P105
COM305,0000-305,000$23,695,000$0-$23,695,0002014-05-15

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