Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 16
- 0 vs. Q3 2023
- Portfolio value
- $551.7M
- +$107.4M (+24.2%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 651,700 | $245.1M | 44.4% | +60,900+10.3% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,018,900 | $62.7M | 11.4% | +8,900+0.9% | Added | History |
| PWRQuanta Services, Inc. | COM | 290,143 | $62.6M | 11.3% | +2,800+1.0% | Added | History |
| ADBEAdobe Inc. | Stock | 83,300 | $49.7M | 9.0% | +83,300 | New | History |
| SHLSShoals Technologies Group, Inc. | CL A | 3,036,006 | $47.2M | 8.6% | +1,910,518+169.8% | Added | History |
| NXTNextpower Inc. | Stock | 836,669 | $39.2M | 7.1% | +17,500+2.1% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,150,000 | $9.58M | 1.7% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 367,000 | $8.61M | 1.6% | −135,000−26.9% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 258,003 | $8.17M | 1.5% | +3,200+1.3% | Added | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.40M | 0.8% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 39,240 | $3.89M | 0.7% | +11,000+39.0% | Added | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.38M | 0.6% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 9,920 | $2.42M | 0.4% | −4,300−30.2% | Reduced | History |
| ANSSAnsys Inc | COM | 5,230 | $1.90M | 0.3% | +5,230 | New | History |
| INTUIntuit Inc. | Stock | 2,638 | $1.65M | 0.3% | −41,092−94.0% | Reduced | History |
| MCDMcDonalds Corp | Stock | 4,200 | $1.25M | 0.2% | +4,200 | New | History |
Sold out since Q3 2023 (3)
Positions held at the end of Q3 2023 that are gone from this filing.