Q2 2023 · 13F-HR
JOHO CAPITAL LLCholdings as filed
Filed 2023-08-14 · accession 0001172661-23-003157
$497.8M
Reported value
19
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $201.2M | 40.4% | 590,800 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $56.4M | 11.3% | 287,343 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $42.7M | 8.57% | 363,659 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $32.2M | 6.46% | 808,169 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $28.8M | 5.78% | 1,125,488 | Common | SOLE |
| 83417M104 | SEDG | SOLAREDGE TECHNOLOGIES INC | $22.9M | 4.59% | 85,000 | Common | SOLE |
| 461202103 | INTU | INTUIT | $20.0M | 4.03% | 43,730 | Common | SOLE |
| 53814L108 | LTHM1EUR | LIVENT CORP | $19.5M | 3.91% | 710,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $18.9M | 3.80% | 438,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $18.3M | 3.68% | 151,300 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $9.1M | 1.82% | 1,150,000 | Common | SOLE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $8.4M | 1.68% | 502,000 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $4.5M | 0.90% | 18,215 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.5M | 0.70% | 23,050 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $3.2M | 0.65% | 142,734 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $2.9M | 0.58% | 14,220 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $2.4M | 0.48% | 28,240 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $2.3M | 0.47% | 11,802 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP | $677,842 | 0.14% | 12,100 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.