13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003157
Total Value
$497.8M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 590,800 | $201.2M | 40.42% |
| 2 | QUANTA SVCS INC | 74762E102 | 287,343 | $56.4M | 11.34% |
| 3 | EURONET WORLDWIDE INC | EEFT | 363,659 | $42.7M | 8.57% |
| 4 | NEXTRACKER INC | NXT | 808,169 | $32.2M | 6.46% |
| 5 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 1,125,488 | $28.8M | 5.78% |
| 6 | SOLAREDGE TECHNOLOGIES INC | SEDG | 85,000 | $22.9M | 4.59% |
| 7 | INTUIT | INTU | 43,730 | $20.0M | 4.03% |
| 8 | LIVENT CORP | LIVG | 710,000 | $19.5M | 3.91% |
| 9 | UBER TECHNOLOGIES INC | UBER | 438,000 | $18.9M | 3.80% |
| 10 | ALPHABET INC | GOOG | 151,300 | $18.3M | 3.68% |
| 11 | NU HLDGS LTD | NU | 1,150,000 | $9.1M | 1.82% |
| 12 | RIVIAN AUTOMOTIVE INC | RIVN | 502,000 | $8.4M | 1.68% |
| 13 | CONSTELLATION BRANDS INC | STZ | 18,215 | $4.5M | 0.90% |
| 14 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $3.5M | 0.70% |
| 15 | ARRAY TECHNOLOGIES INC | ARRY | 142,734 | $3.2M | 0.65% |
| 16 | AUTODESK INC | ADSK | 14,220 | $2.9M | 0.58% |
| 17 | AMPHENOL CORP NEW | 032095101 | 28,240 | $2.4M | 0.48% |
| 18 | LAUDER ESTEE COS INC | 518439104 | 11,802 | $2.3M | 0.47% |
| 19 | COGNEX CORP | CGNX | 12,100 | $677,842 | 0.14% |