Joho Capital as of March 31, 2023
Portfolio Holdings for Joho Capital
Joho Capital holds 17 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 43.8 | $170M | 591k | 288.30 | |
| Quanta Services (PWR) | 12.3 | $48M | 287k | 166.64 | |
| Euronet Worldwide (EEFT) | 11.9 | $46M | 414k | 111.90 | |
| Array Technologies Com Shs (ARRY) | 6.7 | $26M | 1.2M | 21.88 | |
| Solaredge Technologies (SEDG) | 6.6 | $26M | 85k | 303.95 | |
| Intuit (INTU) | 4.8 | $19M | 42k | 445.83 | |
| Shoals Technologies Group In Cl A (SHLS) | 4.3 | $17M | 736k | 22.79 | |
| Dutch Bros Cl A (BROS) | 2.9 | $11M | 357k | 31.63 | |
| Rivian Automotive Com Cl A (RIVN) | 2.0 | $7.8M | 502k | 15.48 | |
| Constellation Brands Cl A (STZ) | 1.1 | $4.1M | 18k | 225.89 | |
| Procter & Gamble Company (PG) | 0.9 | $3.4M | 23k | 148.69 | |
| Autodesk (ADSK) | 0.8 | $3.0M | 14k | 208.16 | |
| Lauder Estee Cos Cl A (EL) | 0.7 | $2.6M | 10k | 246.46 | |
| Amphenol Corp Cl A (APH) | 0.6 | $2.3M | 28k | 81.72 | |
| Simon Property (SPG) | 0.4 | $1.6M | 14k | 111.97 | |
| Cognex Corporation (CGNX) | 0.2 | $600k | 12k | 49.55 | |
| Aptiv SHS | 0.1 | $539k | 4.8k | 112.19 |
