Q4 2023 · 13F-HR
JOHO CAPITAL LLCholdings as filed
Filed 2024-02-14 · accession 0001172661-24-000878
$551.7M
Reported value
16
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $245.1M | 44.4% | 651,700 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $62.7M | 11.4% | 1,018,900 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $62.6M | 11.3% | 290,143 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $49.7M | 9.01% | 83,300 | Common | NONE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $47.2M | 8.55% | 3,036,006 | Common | NONE |
| 65290E101 | NXT | NEXTRACKER INC | $39.2M | 7.10% | 836,669 | Common | NONE |
| G6683N103 | NU | NU HLDGS LTD | $9.6M | 1.74% | 1,150,000 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $8.6M | 1.56% | 367,000 | Common | NONE |
| 26701L100 | BROS | DUTCH BROS INC | $8.2M | 1.48% | 258,003 | Common | NONE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $4.4M | 0.80% | 18,215 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $3.9M | 0.71% | 39,240 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.4M | 0.61% | 23,050 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $2.4M | 0.44% | 9,920 | Common | NONE |
| 03662Q105 | AKX | ANSYS INC | $1.9M | 0.34% | 5,230 | Common | NONE |
| 461202103 | INTU | INTUIT | $1.6M | 0.30% | 2,638 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.2M | 0.23% | 4,200 | Common | NONE |
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.