13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003870
Total Value
$444.3M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 590,800 | $186.5M | 41.99% |
| 2 | QUANTA SVCS INC | 74762E102 | 287,343 | $53.8M | 12.10% |
| 3 | UBER TECHNOLOGIES INC | UBER | 1,010,000 | $46.4M | 10.45% |
| 4 | ALPHABET INC | GOOG | 250,300 | $33.0M | 7.43% |
| 5 | NEXTRACKER INC | NXT | 819,169 | $32.9M | 7.40% |
| 6 | INTUIT | INTU | 43,730 | $22.3M | 5.03% |
| 7 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 1,125,488 | $20.5M | 4.62% |
| 8 | RIVIAN AUTOMOTIVE INC | RIVN | 502,000 | $12.2M | 2.74% |
| 9 | NU HLDGS LTD | NU | 1,150,000 | $8.3M | 1.88% |
| 10 | SOLAREDGE TECHNOLOGIES INC | SEDG | 56,750 | $7.3M | 1.65% |
| 11 | DUTCH BROS INC | BROS | 254,803 | $5.9M | 1.33% |
| 12 | CONSTELLATION BRANDS INC | STZ | 18,215 | $4.6M | 1.03% |
| 13 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $3.4M | 0.76% |
| 14 | AUTODESK INC | ADSK | 14,220 | $2.9M | 0.66% |
| 15 | AMPHENOL CORP NEW | 032095101 | 28,240 | $2.4M | 0.53% |
| 16 | LAUDER ESTEE COS INC | 518439104 | 11,802 | $1.7M | 0.38% |