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Joho Capital’s SolarEdge SEDG Stock Holding History

Joho Capital’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-56,750
Closed -$7.35M – 19
2023
Q3 		$7.35M Sell
56,750
-28,250
-33% -$5.42M 1.65% 10
2023
Q2 		$22.9M Hold
85,000
– – 4.59% 6
2023
Q1 		$25.8M Hold
85,000
– – 6.65% 5
2022
Q4 		$24.1M Buy
+85,000
New +$22.6M 7.79% 4

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Joho Capital's SEDG Position: Q4 2023 in Review

Joho Capital sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 56,750 shares — an estimated $7.35M sold.

Joho Capital first reported a position in SEDG in Q4 2022 and held it in 4 quarters. The position peaked at $25.8M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Joho Capital reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Joho Capital sold 56,750 SolarEdge shares in Q4 2023, an estimated $7.35M.
  • Joho Capital first reported a position in SolarEdge in Q4 2022 and held it in 4 quarters.
  • Joho Capital's SolarEdge position peaked at $25.8M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Joho Capital's 13F filing for Q4 2023, filed 14 Feb 2024.