13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003364
Total Value
$706.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 651,700 | $291.3M | 41.21% |
| 2 | UBER TECHNOLOGIES INC | UBER | 1,243,900 | $90.4M | 12.79% |
| 3 | ADOBE INC | ADBE | 142,700 | $79.3M | 11.21% |
| 4 | QUANTA SVCS INC | 74762E102 | 290,143 | $73.7M | 10.43% |
| 5 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 9,642,545 | $60.2M | 8.51% |
| 6 | DUTCH BROS INC | BROS | 1,364,514 | $56.5M | 7.99% |
| 7 | NU HLDGS LTD | NU | 2,131,000 | $27.5M | 3.89% |
| 8 | BUMBLE INC | BMBL | 1,350,000 | $14.2M | 2.01% |
| 9 | AMPHENOL CORP NEW | 032095101 | 78,480 | $5.3M | 0.75% |
| 10 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $3.8M | 0.54% |
| 11 | CONSTELLATION BRANDS INC | STZ | 12,115 | $3.1M | 0.44% |
| 12 | ANSYS INC | 03662Q105 | 5,230 | $1.7M | 0.24% |