Joho Capital as of Sept. 30, 2023
Portfolio Holdings for Joho Capital
Joho Capital holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 42.0 | $187M | 591k | 315.75 | |
| Quanta Services (PWR) | 12.1 | $54M | 287k | 187.07 | |
| Uber Technologies (UBER) | 10.5 | $46M | 1.0M | 45.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.4 | $33M | 250k | 131.85 | |
| Nextracker Class A Com (NXT) | 7.4 | $33M | 819k | 40.16 | |
| Intuit (INTU) | 5.0 | $22M | 44k | 510.94 | |
| Shoals Technologies Group In Cl A (SHLS) | 4.6 | $21M | 1.1M | 18.25 | |
| Rivian Automotive Com Cl A (RIVN) | 2.7 | $12M | 502k | 24.28 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.9 | $8.3M | 1.2M | 7.25 | |
| Solaredge Technologies (SEDG) | 1.7 | $7.3M | 57k | 129.51 | |
| Dutch Bros Cl A (BROS) | 1.3 | $5.9M | 255k | 23.25 | |
| Constellation Brands Cl A (STZ) | 1.0 | $4.6M | 18k | 251.33 | |
| Procter & Gamble Company (PG) | 0.8 | $3.4M | 23k | 145.86 | |
| Autodesk (ADSK) | 0.7 | $2.9M | 14k | 206.91 | |
| Amphenol Corp Cl A (APH) | 0.5 | $2.4M | 28k | 83.99 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $1.7M | 12k | 144.55 |
