Joho Capital’s Bumble BMBL Stock Holding History

Joho Capital’s Portfolio BMBL Stock Details BMBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-675,000	Closed	-$5.49M	–	10
2024 Q4	$5.49M	Sell	675,000 -675,000	-50%	-$5.21M	0.95%	6
2024 Q3	$8.61M	Hold	1,350,000	–	–	1.36%	7
2024 Q2	$14.2M	Buy	1,350,000 +800,000	+145%	+$8.71M	2.01%	8
2024 Q1	$6.24M	Buy	+550,000	New	+$7.01M	0.87%	10

Other funds holding BMBL

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AGFVA

Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

RFM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Joho Capital's BMBL Position: Q1 2025 in Review

Joho Capital sold out of Bumble (BMBL) in Q1 2025, closing a stake of 675,000 shares — an estimated $5.49M sold.

Joho Capital first reported a position in BMBL in Q1 2024 and held it in 4 quarters. The position peaked at $14.2M in Q2 2024. 195 funds tracked by Wall St. Rank hold BMBL as of Q1 2025.

Joho Capital reported no remaining Bumble position as of Q1 2025 after selling out during the quarter.
Joho Capital sold 675,000 Bumble shares in Q1 2025, an estimated $5.49M.
Joho Capital first reported a position in Bumble in Q1 2024 and held it in 4 quarters.
Joho Capital's Bumble position peaked at $14.2M in Q2 2024.
195 funds tracked by Wall St. Rank held Bumble as of Q1 2025.

Based on Joho Capital's 13F filing for Q1 2025, filed 14 May 2025.