Q1 2024 · 13F-HR
JOHO CAPITAL LLCholdings as filed
Filed 2024-05-15 · accession 0001172661-24-002336
$721.0M
Reported value
16
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $274.2M | 38.0% | 651,700 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $87.8M | 12.2% | 174,000 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $78.4M | 10.9% | 1,018,900 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $75.4M | 10.5% | 290,143 | Common | NONE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $71.8M | 9.96% | 6,423,545 | Common | NONE |
| 26701L100 | BROS | DUTCH BROS INC | $45.0M | 6.25% | 1,364,514 | Common | NONE |
| 65290E101 | NXT | NEXTRACKER INC | $32.2M | 4.46% | 571,669 | Common | NONE |
| G6683N103 | NU | NU HLDGS LTD | $25.4M | 3.53% | 2,131,000 | Common | NONE |
| 57667L107 | MTCH | MATCH GROUP INC NEW | $6.7M | 0.94% | 186,000 | Common | NONE |
| 12047B105 | BMBL | BUMBLE INC | $6.2M | 0.87% | 550,000 | Common | NONE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $5.0M | 0.69% | 18,215 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $4.5M | 0.63% | 39,240 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.7M | 0.52% | 23,050 | Common | NONE |
| 03662Q105 | AKX | ANSYS INC | $1.8M | 0.25% | 5,230 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $1.6M | 0.22% | 6,020 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.2M | 0.16% | 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.