JC
PAYP

Joho Capital’s PayPay PAYP Stock Holding History

Joho Capital’s Portfolio PAYP Stock Details PAYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8M Buy
+961,608
New +$17.7M 2.99% 6

Other funds holding PAYP

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EQF
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VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Joho Capital's PAYP Position: Q2 2026 in Review

Joho Capital opened a new position in PayPay (PAYP) in Q2 2026: 961,608 shares worth $13.8M. The stake represents 2.99% of the portfolio and ranks #6 among its holdings.

43 funds tracked by Wall St. Rank hold PAYP as of Q2 2026.

  • Joho Capital held 961,608 shares of PayPay worth $13.8M as of Q2 2026.
  • PayPay was a new Joho Capital position in Q2 2026.
  • PayPay made up 2.99% of Joho Capital's portfolio in Q2 2026, its #6 holding.
  • 43 funds tracked by Wall St. Rank held PayPay as of Q2 2026.

Based on Joho Capital's 13F filing for Q2 2026, filed 14 Aug 2026.