Joho Capital as of March 31, 2024
Portfolio Holdings for Joho Capital
Joho Capital holds 16 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 38.0 | $274M | 652k | 420.72 | |
| Adobe Systems Incorporated (ADBE) | 12.2 | $88M | 174k | 504.60 | |
| Uber Technologies (UBER) | 10.9 | $78M | 1.0M | 76.99 | |
| Quanta Services (PWR) | 10.5 | $75M | 290k | 259.80 | |
| Shoals Technologies Group In Cl A (SHLS) | 10.0 | $72M | 6.4M | 11.18 | |
| Dutch Bros Cl A (BROS) | 6.2 | $45M | 1.4M | 33.00 | |
| Nextracker Class A Com (NXT) | 4.5 | $32M | 572k | 56.27 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.5 | $25M | 2.1M | 11.93 | |
| Match Group (MTCH) | 0.9 | $6.7M | 186k | 36.28 | |
| Bumble Com Cl A (BMBL) | 0.9 | $6.2M | 550k | 11.35 | |
| Constellation Brands Cl A (STZ) | 0.7 | $5.0M | 18k | 271.76 | |
| Amphenol Corp Cl A (APH) | 0.6 | $4.5M | 39k | 115.35 | |
| Procter & Gamble Company (PG) | 0.5 | $3.7M | 23k | 162.25 | |
| Ansys (ANSS) | 0.3 | $1.8M | 5.2k | 347.16 | |
| Autodesk (ADSK) | 0.2 | $1.6M | 6.0k | 260.42 | |
| McDonald's Corporation (MCD) | 0.2 | $1.2M | 4.2k | 281.95 |
