13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002336
Total Value
$721.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 651,700 | $274.2M | 38.03% |
| 2 | ADOBE INC | ADBE | 174,000 | $87.8M | 12.18% |
| 3 | UBER TECHNOLOGIES INC | UBER | 1,018,900 | $78.4M | 10.88% |
| 4 | QUANTA SVCS INC | 74762E102 | 290,143 | $75.4M | 10.45% |
| 5 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 6,423,545 | $71.8M | 9.96% |
| 6 | DUTCH BROS INC | BROS | 1,364,514 | $45.0M | 6.25% |
| 7 | NEXTRACKER INC | NXT | 571,669 | $32.2M | 4.46% |
| 8 | NU HLDGS LTD | NU | 2,131,000 | $25.4M | 3.53% |
| 9 | MATCH GROUP INC NEW | MTCH | 186,000 | $6.7M | 0.94% |
| 10 | BUMBLE INC | BMBL | 550,000 | $6.2M | 0.87% |
| 11 | CONSTELLATION BRANDS INC | STZ | 18,215 | $5.0M | 0.69% |
| 12 | AMPHENOL CORP NEW | 032095101 | 39,240 | $4.5M | 0.63% |
| 13 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $3.7M | 0.52% |
| 14 | ANSYS INC | 03662Q105 | 5,230 | $1.8M | 0.25% |
| 15 | AUTODESK INC | ADSK | 6,020 | $1.6M | 0.22% |
| 16 | MCDONALDS CORP | MCD | 4,200 | $1.2M | 0.16% |