13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001172661-25-001848
Total Value
$578.9M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 556,200 | $208.8M | 36.07% |
| 2 | DUTCH BROS INC | BROS | 1,919,514 | $118.5M | 20.47% |
| 3 | ADOBE INC | ADBE | 219,400 | $84.1M | 14.54% |
| 4 | UBER TECHNOLOGIES INC | UBER | 991,900 | $72.3M | 12.48% |
| 5 | QUANTA SVCS INC | 74762E102 | 229,193 | $58.2M | 10.06% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 168,000 | $27.9M | 4.82% |
| 7 | AMPHENOL CORP NEW | 032095101 | 78,480 | $5.1M | 0.89% |
| 8 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $3.9M | 0.67% |