Q1 2025 · 13F-HR
JOHO CAPITAL LLCholdings as filed
Filed 2025-05-14 · accession 0001172661-25-001848
$578.9M
Reported value
8
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $208.8M | 36.1% | 556,200 | Common | NONE |
| 26701L100 | BROS | DUTCH BROS INC | $118.5M | 20.5% | 1,919,514 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $84.1M | 14.5% | 219,400 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $72.3M | 12.5% | 991,900 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $58.2M | 10.1% | 229,193 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $27.9M | 4.82% | 168,000 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $5.1M | 0.89% | 78,480 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.9M | 0.67% | 23,050 | 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.