Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 12
- 0 vs. Q2 2024
- Portfolio value
- $633.1M
- −$73.8M (−10.4%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 651,700 | $280.4M | 44.3% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 1,243,900 | $93.5M | 14.8% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 290,143 | $86.5M | 13.7% | 00.0% | Unchanged | History |
| BROSDutch Bros Inc. | CL A | 1,919,514 | $61.5M | 9.7% | +555,000+40.7% | Added | History |
| ADBEAdobe Inc. | Stock | 115,700 | $59.9M | 9.5% | −27,000−18.9% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,131,000 | $29.1M | 4.6% | 00.0% | Unchanged | History |
| BMBLBumble Inc. | COM CL A | 1,350,000 | $8.61M | 1.4% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 78,480 | $5.11M | 0.8% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.99M | 0.6% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 9,815 | $2.53M | 0.4% | −2,300−19.0% | Reduced | History |
| ANSSAnsys Inc | COM | 5,230 | $1.67M | 0.3% | 00.0% | Unchanged | History |
| TXRHTexas Roadhouse, Inc. | COM | 1,600 | $282.6K | <0.1% | +1,600 | New | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.