Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 17
- +2 vs. Q4 2022
- Portfolio value
- $388.7M
- +$79.7M (+25.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 590,800 | $170.3M | 43.8% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 287,343 | $47.9M | 12.3% | +118,150+69.8% | Added | History |
| EEFTEuronet Worldwide, Inc. | COM | 413,659 | $46.3M | 11.9% | 00.0% | Unchanged | History |
| ARRYArray Technologies, Inc. | COM SHS | 1,183,600 | $25.9M | 6.7% | +458,600+63.3% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 85,000 | $25.8M | 6.6% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 41,700 | $18.6M | 4.8% | −2,400−5.4% | Reduced | History |
| SHLSShoals Technologies Group, Inc. | CL A | 735,488 | $16.8M | 4.3% | 00.0% | Unchanged | History |
| BROSDutch Bros Inc. | CL A | 356,803 | $11.3M | 2.9% | +356,803 | New | History |
| RIVNRivian Automotive, Inc. | Stock | 502,000 | $7.77M | 2.0% | −65,800−11.6% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.11M | 1.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.43M | 0.9% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 14,220 | $2.96M | 0.8% | −3,850−21.3% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 10,352 | $2.55M | 0.7% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 28,240 | $2.31M | 0.6% | −15,900−36.0% | Reduced | History |
| SPGSimon Property Group Inc. | REIT | 13,970 | $1.56M | 0.4% | 00.0% | Unchanged | History |
| CGNXCognex Corp | COM | 12,100 | $599.6K | 0.2% | +12,100 | New | History |
| APTVAptiv PLC | SHS | 4,800 | $538.5K | 0.1% | +4,800 | New | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.