Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 16
- −3 vs. Q2 2023
- Portfolio value
- $444.3M
- −$53.5M (−10.7%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ELEstee Lauder Companies Inc | CL A | 11,802 | $1.71M | 0.4% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 28,240 | $2.37M | 0.5% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 14,220 | $2.94M | 0.7% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.36M | 0.8% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.58M | 1.0% | 00.0% | Unchanged | History |
| BROSDutch Bros Inc. | CL A | 254,803 | $5.92M | 1.3% | +254,803 | New | History |
| SEDGSolaredge Technologies, Inc. | COM | 56,750 | $7.35M | 1.7% | −28,250−33.2% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,150,000 | $8.34M | 1.9% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 502,000 | $12.2M | 2.7% | 00.0% | Unchanged | History |
| SHLSShoals Technologies Group, Inc. | CL A | 1,125,488 | $20.5M | 4.6% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 43,730 | $22.3M | 5.0% | 00.0% | Unchanged | History |
| NXTNextpower Inc. | Stock | 819,169 | $32.9M | 7.4% | +11,000+1.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 250,300 | $33.0M | 7.4% | +99,000+65.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,010,000 | $46.4M | 10.5% | +572,000+130.6% | Added | History |
| PWRQuanta Services, Inc. | COM | 287,343 | $53.8M | 12.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 590,800 | $186.5M | 42.0% | 00.0% | Unchanged | History |
Sold out since Q2 2023 (4)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| EEFTEuronet Worldwide, Inc. | COM | 363,659 | $42.7M | 8.6% | History |
| LTHMLivent Corp. | COM | 710,000 | $19.5M | 3.9% | History |
| ARRYArray Technologies, Inc. | COM SHS | 142,734 | $3.23M | 0.6% | History |
| CGNXCognex Corp | COM | 12,100 | $677.8K | 0.1% | History |