13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002123
Total Value
$388.7M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 590,800 | $170.3M | 43.82% |
| 2 | QUANTA SVCS INC | 74762E102 | 287,343 | $47.9M | 12.32% |
| 3 | EURONET WORLDWIDE INC | EEFT | 413,659 | $46.3M | 11.91% |
| 4 | ARRAY TECHNOLOGIES INC | ARRY | 1,183,600 | $25.9M | 6.66% |
| 5 | SOLAREDGE TECHNOLOGIES INC | SEDG | 85,000 | $25.8M | 6.65% |
| 6 | INTUIT | INTU | 41,700 | $18.6M | 4.78% |
| 7 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 735,488 | $16.8M | 4.31% |
| 8 | DUTCH BROS INC | BROS | 356,803 | $11.3M | 2.90% |
| 9 | RIVIAN AUTOMOTIVE INC | RIVN | 502,000 | $7.8M | 2.00% |
| 10 | CONSTELLATION BRANDS INC | STZ | 18,215 | $4.1M | 1.06% |
| 11 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $3.4M | 0.88% |
| 12 | AUTODESK INC | ADSK | 14,220 | $3.0M | 0.76% |
| 13 | LAUDER ESTEE COS INC | 518439104 | 10,352 | $2.6M | 0.66% |
| 14 | AMPHENOL CORP NEW | 032095101 | 28,240 | $2.3M | 0.59% |
| 15 | SIMON PPTY GROUP INC NEW | 828806109 | 13,970 | $1.6M | 0.40% |
| 16 | COGNEX CORP | CGNX | 12,100 | $599,555 | 0.15% |
| 17 | APTIV PLC | APTV | 4,800 | $538,512 | 0.14% |