Q4 2024 · 13F-HR
JOHO CAPITAL LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-000865
$576.3M
Reported value
10
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $234.4M | 40.7% | 556,200 | Common | NONE |
| 26701L100 | BROS | DUTCH BROS INC | $100.5M | 17.4% | 1,919,514 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $84.4M | 14.7% | 189,900 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $78.3M | 13.6% | 247,643 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $59.8M | 10.4% | 991,900 | Common | NONE |
| 12047B105 | BMBL | BUMBLE INC | $5.5M | 0.95% | 675,000 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $5.5M | 0.95% | 78,480 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.9M | 0.67% | 23,050 | Common | NONE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $2.2M | 0.38% | 9,815 | Common | NONE |
| 03662Q105 | AKX | ANSYS INC | $1.8M | 0.31% | 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.