13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001366
Total Value
$309.0M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 590,800 | $141.7M | 45.85% |
| 2 | EURONET WORLDWIDE INC | EEFT | 413,659 | $39.0M | 12.63% |
| 3 | QUANTA SVCS INC | 74762E102 | 169,193 | $24.1M | 7.80% |
| 4 | SOLAREDGE TECHNOLOGIES INC | SEDG | 85,000 | $24.1M | 7.79% |
| 5 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 735,488 | $18.1M | 5.87% |
| 6 | INTUIT | INTU | 44,100 | $17.2M | 5.55% |
| 7 | ARRAY TECHNOLOGIES INC | ARRY | 725,000 | $14.0M | 4.53% |
| 8 | RIVIAN AUTOMOTIVE INC | RIVN | 567,800 | $10.5M | 3.39% |
| 9 | CONSTELLATION BRANDS INC | STZ | 18,215 | $4.2M | 1.37% |
| 10 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $3.5M | 1.13% |
| 11 | AUTODESK INC | ADSK | 18,070 | $3.4M | 1.09% |
| 12 | AMPHENOL CORP NEW | 032095101 | 44,140 | $3.4M | 1.09% |
| 13 | LAUDER ESTEE COS INC | 518439104 | 10,352 | $2.6M | 0.83% |
| 14 | LIVENT CORP | LIVG | 84,080 | $1.7M | 0.54% |
| 15 | SIMON PPTY GROUP INC NEW | 828806109 | 13,970 | $1.6M | 0.53% |