Joho Capital
Latest statistics and disclosures from Joho Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, BROS, ADBE, PWR, UBER, and represent 96.75% of Joho Capital's stock portfolio.
- Added to shares of these 1 stock: ADBE (+$33M).
- Reduced shares in these 6 stocks: MSFT (-$40M), NU (-$29M), UBER (-$15M), PWR (-$13M), BMBL (-$5.5M), TXRH.
- Sold out of its positions in TXRH, NU.
- Joho Capital was a net seller of stock by $-71M.
- Joho Capital has $576M in assets under management (AUM), dropping by -8.98%.
- Central Index Key (CIK): 0001106500
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Portfolio Holdings for Joho Capital
Joho Capital holds 10 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 40.7 | $234M | -14% | 556k | 421.50 |
|
| Dutch Bros Cl A (BROS) | 17.4 | $101M | 1.9M | 52.38 |
|
|
| Adobe Systems Incorporated (ADBE) | 14.7 | $84M | +64% | 190k | 444.68 |
|
| Quanta Services (PWR) | 13.6 | $78M | -14% | 248k | 316.05 |
|
| Uber Technologies (UBER) | 10.4 | $60M | -20% | 992k | 60.32 |
|
| Bumble Com Cl A (BMBL) | 1.0 | $5.5M | -50% | 675k | 8.14 |
|
| Amphenol Corp Cl A (APH) | 0.9 | $5.5M | 79k | 69.45 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $3.9M | 23k | 167.65 |
|
|
| Constellation Brands Cl A (STZ) | 0.4 | $2.2M | 9.8k | 221.00 |
|
|
| Ansys (ANSS) | 0.3 | $1.8M | 5.2k | 337.33 |
|
Past Filings by Joho Capital
SEC 13F filings are viewable for Joho Capital going back to 2010
- Joho Capital 2024 Q4 filed Feb. 14, 2025
- Joho Capital 2024 Q3 filed Nov. 14, 2024
- Joho Capital 2024 Q2 filed Aug. 14, 2024
- Joho Capital 2024 Q1 filed May 15, 2024
- Joho Capital 2023 Q4 filed Feb. 14, 2024
- Joho Capital 2023 Q3 filed Nov. 14, 2023
- Joho Capital 2023 Q2 filed Aug. 14, 2023
- Joho Capital 2023 Q1 filed May 15, 2023
- Joho Capital 2022 Q4 filed Feb. 14, 2023
- Joho Capital 2022 Q3 filed Nov. 14, 2022
- Joho Capital 2022 Q2 filed Aug. 12, 2022
- Joho Capital 2022 Q1 filed May 16, 2022
- Joho Capital 2021 Q4 filed Feb. 14, 2022
- Joho Capital 2021 Q3 filed Nov. 15, 2021
- Joho Capital 2021 Q2 filed Aug. 16, 2021
- Joho Capital 2021 Q1 filed May 17, 2021