Joho Capital as of June 30, 2023
Portfolio Holdings for Joho Capital
Joho Capital holds 19 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 40.4 | $201M | 591k | 340.54 | |
| Quanta Services (PWR) | 11.3 | $56M | 287k | 196.45 | |
| Euronet Worldwide (EEFT) | 8.6 | $43M | 364k | 117.37 | |
| Nextracker Class A Com (NXT) | 6.5 | $32M | 808k | 39.81 | |
| Shoals Technologies Group In Cl A (SHLS) | 5.8 | $29M | 1.1M | 25.56 | |
| Solaredge Technologies (SEDG) | 4.6 | $23M | 85k | 269.05 | |
| Intuit (INTU) | 4.0 | $20M | 44k | 458.19 | |
| Livent Corp | 3.9 | $20M | 710k | 27.43 | |
| Uber Technologies (UBER) | 3.8 | $19M | 438k | 43.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $18M | 151k | 120.97 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.8 | $9.1M | 1.2M | 7.89 | |
| Rivian Automotive Com Cl A (RIVN) | 1.7 | $8.4M | 502k | 16.66 | |
| Constellation Brands Cl A (STZ) | 0.9 | $4.5M | 18k | 246.13 | |
| Procter & Gamble Company (PG) | 0.7 | $3.5M | 23k | 151.74 | |
| Array Technologies Com Shs (ARRY) | 0.6 | $3.2M | 143k | 22.60 | |
| Autodesk (ADSK) | 0.6 | $2.9M | 14k | 204.61 | |
| Amphenol Corp Cl A (APH) | 0.5 | $2.4M | 28k | 84.95 | |
| Lauder Estee Cos Cl A (EL) | 0.5 | $2.3M | 12k | 196.38 | |
| Cognex Corporation (CGNX) | 0.1 | $678k | 12k | 56.02 |
