Joho Capital’s Autodesk ADSK Stock Holding History

Joho Capital’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,020	Closed	-$1.57M	–	13
2024 Q1	$1.57M	Sell	6,020 -3,900	-39%	-$987K	0.22%	15
2023 Q4	$2.42M	Sell	9,920 -4,300	-30%	-$929K	0.44%	13
2023 Q3	$2.94M	Hold	14,220	–	–	0.66%	14
2023 Q2	$2.91M	Hold	14,220	–	–	0.58%	16
2023 Q1	$2.96M	Sell	14,220 -3,850	-21%	-$793K	0.76%	12
2022 Q4	$3.38M	Sell	18,070 -3,100	-15%	-$622K	1.09%	11
2022 Q3	$3.96M	Hold	21,170	–	–	1.11%	8
2022 Q2	$3.64M	Buy	21,170 +7,700	+57%	+$1.48M	0.83%	7
2022 Q1	$2.89M	Buy	13,470 +3,900	+41%	+$898K	0.41%	13
2021 Q4	$2.69M	Buy	9,570 +3,100	+48%	+$904K	0.37%	14
2021 Q3	$1.84M	Hold	6,470	–	–	0.25%	16
2021 Q2	$1.89M	Hold	6,470	–	–	0.27%	17
2021 Q1	$1.79M	Buy	+6,470	New	+$1.87M	0.28%	17

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Joho Capital's ADSK Position: Q2 2024 in Review

Joho Capital sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 6,020 shares — an estimated $1.57M sold.

Joho Capital first reported a position in ADSK in Q1 2021 and held it in 13 quarters. The position peaked at $3.96M in Q3 2022. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

Joho Capital reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
Joho Capital sold 6,020 Autodesk shares in Q2 2024, an estimated $1.57M.
Joho Capital first reported a position in Autodesk in Q1 2021 and held it in 13 quarters.
Joho Capital's Autodesk position peaked at $3.96M in Q3 2022.
1,163 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Joho Capital's 13F filing for Q2 2024, filed 14 Aug 2024.