Joho Capital as of Dec. 31, 2023
Portfolio Holdings for Joho Capital
Joho Capital holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 44.4 | $245M | 652k | 376.04 | |
| Uber Technologies (UBER) | 11.4 | $63M | 1.0M | 61.57 | |
| Quanta Services (PWR) | 11.3 | $63M | 290k | 215.80 | |
| Adobe Systems Incorporated (ADBE) | 9.0 | $50M | 83k | 596.60 | |
| Shoals Technologies Group In Cl A (SHLS) | 8.6 | $47M | 3.0M | 15.54 | |
| Nextracker Class A Com (NXT) | 7.1 | $39M | 837k | 46.85 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $9.6M | 1.2M | 8.33 | |
| Rivian Automotive Com Cl A (RIVN) | 1.6 | $8.6M | 367k | 23.46 | |
| Dutch Bros Cl A (BROS) | 1.5 | $8.2M | 258k | 31.67 | |
| Constellation Brands Cl A (STZ) | 0.8 | $4.4M | 18k | 241.75 | |
| Amphenol Corp Cl A (APH) | 0.7 | $3.9M | 39k | 99.13 | |
| Procter & Gamble Company (PG) | 0.6 | $3.4M | 23k | 146.54 | |
| Autodesk (ADSK) | 0.4 | $2.4M | 9.9k | 243.48 | |
| Ansys (ANSS) | 0.3 | $1.9M | 5.2k | 362.88 | |
| Intuit (INTU) | 0.3 | $1.6M | 2.6k | 625.03 | |
| McDonald's Corporation (MCD) | 0.2 | $1.2M | 4.2k | 296.51 |
