Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 16
- 0 vs. Q4 2023
- Portfolio value
- $721.0M
- +$169.3M (+30.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 651,700 | $274.2M | 38.0% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 174,000 | $87.8M | 12.2% | +90,700+108.9% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,018,900 | $78.4M | 10.9% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 290,143 | $75.4M | 10.5% | 00.0% | Unchanged | History |
| SHLSShoals Technologies Group, Inc. | CL A | 6,423,545 | $71.8M | 10.0% | +3,387,539+111.6% | Added | History |
| BROSDutch Bros Inc. | CL A | 1,364,514 | $45.0M | 6.2% | +1,106,511+428.9% | Added | History |
| NXTNextpower Inc. | Stock | 571,669 | $32.2M | 4.5% | −265,000−31.7% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,131,000 | $25.4M | 3.5% | +981,000+85.3% | Added | History |
| MTCHMatch Group, Inc. | COM | 186,000 | $6.75M | 0.9% | +186,000 | New | History |
| BMBLBumble Inc. | COM CL A | 550,000 | $6.24M | 0.9% | +550,000 | New | History |
| STZConstellation Brands, Inc. | Stock | 18,215 | $4.95M | 0.7% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 39,240 | $4.53M | 0.6% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.74M | 0.5% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 5,230 | $1.82M | 0.3% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 6,020 | $1.57M | 0.2% | −3,900−39.3% | Reduced | History |
| MCDMcDonalds Corp | Stock | 4,200 | $1.18M | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.