Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 19
- +2 vs. Q1 2023
- Portfolio value
- $497.8M
- +$109.1M (+28.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CGNXCognex Corp | COM | 12,100 | $677.8K | 0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 11,802 | $2.32M | 0.5% | +1,450+14.0% | Added | History |
| APHAmphenol Corp | CL A | 28,240 | $2.40M | 0.5% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 14,220 | $2.91M | 0.6% | 00.0% | Unchanged | History |
| ARRYArray Technologies, Inc. | COM SHS | 142,734 | $3.23M | 0.6% | −1,040,866−87.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.50M | 0.7% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.48M | 0.9% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 502,000 | $8.36M | 1.7% | 00.0% | Unchanged | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,150,000 | $9.07M | 1.8% | +1,150,000 | New | History |
| GOOGAlphabet Inc. | Stock | 151,300 | $18.3M | 3.7% | +151,300 | New | History |
| UBERUber Technologies, Inc | Stock | 438,000 | $18.9M | 3.8% | +438,000 | New | History |
| LTHMLivent Corp. | COM | 710,000 | $19.5M | 3.9% | +710,000 | New | History |
| INTUIntuit Inc. | Stock | 43,730 | $20.0M | 4.0% | +2,030+4.9% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 85,000 | $22.9M | 4.6% | 00.0% | Unchanged | History |
| SHLSShoals Technologies Group, Inc. | CL A | 1,125,488 | $28.8M | 5.8% | +390,000+53.0% | Added | History |
| NXTNextpower Inc. | Stock | 808,169 | $32.2M | 6.5% | +808,169 | New | History |
| EEFTEuronet Worldwide, Inc. | COM | 363,659 | $42.7M | 8.6% | −50,000−12.1% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 287,343 | $56.4M | 11.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 590,800 | $201.2M | 40.4% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.