13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000865
Total Value
$576.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 556,200 | $234.4M | 40.68% |
| 2 | DUTCH BROS INC | BROS | 1,919,514 | $100.5M | 17.45% |
| 3 | ADOBE INC | ADBE | 189,900 | $84.4M | 14.65% |
| 4 | QUANTA SVCS INC | 74762E102 | 247,643 | $78.3M | 13.58% |
| 5 | UBER TECHNOLOGIES INC | UBER | 991,900 | $59.8M | 10.38% |
| 6 | BUMBLE INC | BMBL | 675,000 | $5.5M | 0.95% |
| 7 | AMPHENOL CORP NEW | 032095101 | 78,480 | $5.5M | 0.95% |
| 8 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $3.9M | 0.67% |
| 9 | CONSTELLATION BRANDS INC | STZ | 9,815 | $2.2M | 0.38% |
| 10 | ANSYS INC | 03662Q105 | 5,230 | $1.8M | 0.31% |