13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004879
Total Value
$633.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 651,700 | $280.4M | 44.29% |
| 2 | UBER TECHNOLOGIES INC | UBER | 1,243,900 | $93.5M | 14.77% |
| 3 | QUANTA SVCS INC | 74762E102 | 290,143 | $86.5M | 13.66% |
| 4 | DUTCH BROS INC | BROS | 1,919,514 | $61.5M | 9.71% |
| 5 | ADOBE INC | ADBE | 115,700 | $59.9M | 9.46% |
| 6 | NU HLDGS LTD | NU | 2,131,000 | $29.1M | 4.59% |
| 7 | BUMBLE INC | BMBL | 1,350,000 | $8.6M | 1.36% |
| 8 | AMPHENOL CORP NEW | 032095101 | 78,480 | $5.1M | 0.81% |
| 9 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $4.0M | 0.63% |
| 10 | CONSTELLATION BRANDS INC | STZ | 9,815 | $2.5M | 0.40% |
| 11 | ANSYS INC | 03662Q105 | 5,230 | $1.7M | 0.26% |
| 12 | TEXAS ROADHOUSE INC | TXRH | 1,600 | $282,560 | 0.04% |