Q2 2024 · 13F-HR
JOHO CAPITAL LLCholdings as filed
Filed 2024-08-14 · accession 0001172661-24-003364
$706.9M
Reported value
12
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $291.3M | 41.2% | 651,700 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $90.4M | 12.8% | 1,243,900 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $79.3M | 11.2% | 142,700 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $73.7M | 10.4% | 290,143 | Common | NONE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $60.2M | 8.51% | 9,642,545 | Common | NONE |
| 26701L100 | BROS | DUTCH BROS INC | $56.5M | 7.99% | 1,364,514 | Common | NONE |
| G6683N103 | NU | NU HLDGS LTD | $27.5M | 3.89% | 2,131,000 | Common | NONE |
| 12047B105 | BMBL | BUMBLE INC | $14.2M | 2.01% | 1,350,000 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $5.3M | 0.75% | 78,480 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.8M | 0.54% | 23,050 | Common | NONE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $3.1M | 0.44% | 12,115 | Common | NONE |
| 03662Q105 | AKX | ANSYS INC | $1.7M | 0.24% | 5,230 | 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.