Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 15
- +1 vs. Q3 2022
- Portfolio value
- $309.0M
- −$48.6M (−13.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPGSimon Property Group Inc. | REIT | 13,970 | $1.64M | 0.5% | 00.0% | Unchanged | History |
| LTHMLivent Corp. | COM | 84,080 | $1.67M | 0.5% | −2,894,500−97.2% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 10,352 | $2.57M | 0.8% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 44,140 | $3.36M | 1.1% | −8,800−16.6% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 18,070 | $3.38M | 1.1% | −3,100−14.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.49M | 1.1% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.22M | 1.4% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 567,800 | $10.5M | 3.4% | +342,000+151.5% | Added | History |
| ARRYArray Technologies, Inc. | COM SHS | 725,000 | $14.0M | 4.5% | +725,000 | New | History |
| INTUIntuit Inc. | Stock | 44,100 | $17.2M | 5.6% | 00.0% | Unchanged | History |
| SHLSShoals Technologies Group, Inc. | CL A | 735,488 | $18.1M | 5.9% | +735,488 | New | History |
| SEDGSolaredge Technologies, Inc. | COM | 85,000 | $24.1M | 7.8% | +85,000 | New | History |
| PWRQuanta Services, Inc. | COM | 169,193 | $24.1M | 7.8% | +169,193 | New | History |
| EEFTEuronet Worldwide, Inc. | COM | 413,659 | $39.0M | 12.6% | −190,531−31.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 590,800 | $141.7M | 45.8% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.