Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 12
- −4 vs. Q1 2024
- Portfolio value
- $706.9M
- −$14.1M (−2.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 651,700 | $291.3M | 41.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 1,243,900 | $90.4M | 12.8% | +225,000+22.1% | Added | History |
| ADBEAdobe Inc. | Stock | 142,700 | $79.3M | 11.2% | −31,300−18.0% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 290,143 | $73.7M | 10.4% | 00.0% | Unchanged | History |
| SHLSShoals Technologies Group, Inc. | CL A | 9,642,545 | $60.2M | 8.5% | +3,219,000+50.1% | Added | History |
| BROSDutch Bros Inc. | CL A | 1,364,514 | $56.5M | 8.0% | 00.0% | Unchanged | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,131,000 | $27.5M | 3.9% | 00.0% | Unchanged | History |
| BMBLBumble Inc. | COM CL A | 1,350,000 | $14.2M | 2.0% | +800,000+145.5% | Added | History |
| APHAmphenol Corp | CL A | 78,480 | $5.29M | 0.7% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.80M | 0.5% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 12,115 | $3.12M | 0.4% | −6,100−33.5% | Reduced | History |
| ANSSAnsys Inc | COM | 5,230 | $1.68M | 0.2% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (4)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| NXTNextpower Inc. | Stock | 571,669 | $32.2M | 4.5% | History |
| MTCHMatch Group, Inc. | COM | 186,000 | $6.75M | 0.9% | History |
| ADSKAutodesk, Inc. | COM | 6,020 | $1.57M | 0.2% | History |
| MCDMcDonalds Corp | Stock | 4,200 | $1.18M | 0.2% | History |