Joho Capital as of Dec. 31, 2022
Portfolio Holdings for Joho Capital
Joho Capital holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 45.8 | $142M | 591k | 239.82 | |
| Euronet Worldwide (EEFT) | 12.6 | $39M | 414k | 94.38 | |
| Quanta Services (PWR) | 7.8 | $24M | 169k | 142.50 | |
| Solaredge Technologies (SEDG) | 7.8 | $24M | 85k | 283.27 | |
| Shoals Technologies Group In Cl A (SHLS) | 5.9 | $18M | 736k | 24.67 | |
| Intuit (INTU) | 5.6 | $17M | 44k | 389.22 | |
| Array Technologies Com Shs (ARRY) | 4.5 | $14M | 725k | 19.33 | |
| Rivian Automotive Com Cl A (RIVN) | 3.4 | $11M | 568k | 18.43 | |
| Constellation Brands Cl A (STZ) | 1.4 | $4.2M | 18k | 231.75 | |
| Procter & Gamble Company (PG) | 1.1 | $3.5M | 23k | 151.56 | |
| Autodesk (ADSK) | 1.1 | $3.4M | 18k | 186.87 | |
| Amphenol Corp Cl A (APH) | 1.1 | $3.4M | 44k | 76.14 | |
| Lauder Estee Cos Cl A (EL) | 0.8 | $2.6M | 10k | 248.11 | |
| Livent Corp | 0.5 | $1.7M | 84k | 19.87 | |
| Simon Property (SPG) | 0.5 | $1.6M | 14k | 117.48 |
