Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 10
- −2 vs. Q3 2024
- Portfolio value
- $576.3M
- −$56.8M (−9.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 556,200 | $234.4M | 40.7% | −95,500−14.7% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 1,919,514 | $100.5M | 17.4% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 189,900 | $84.4M | 14.7% | +74,200+64.1% | Added | History |
| PWRQuanta Services, Inc. | COM | 247,643 | $78.3M | 13.6% | −42,500−14.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 991,900 | $59.8M | 10.4% | −252,000−20.3% | Reduced | History |
| BMBLBumble Inc. | COM CL A | 675,000 | $5.49M | 1.0% | −675,000−50.0% | Reduced | History |
| APHAmphenol Corp | CL A | 78,480 | $5.45M | 0.9% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.86M | 0.7% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 9,815 | $2.17M | 0.4% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 5,230 | $1.76M | 0.3% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.