Joho Capital as of June 30, 2024
Portfolio Holdings for Joho Capital
Joho Capital holds 12 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 41.2 | $291M | 652k | 446.95 | |
| Uber Technologies (UBER) | 12.8 | $90M | 1.2M | 72.68 | |
| Adobe Systems Incorporated (ADBE) | 11.2 | $79M | 143k | 555.54 | |
| Quanta Services (PWR) | 10.4 | $74M | 290k | 254.09 | |
| Shoals Technologies Group In Cl A (SHLS) | 8.5 | $60M | 9.6M | 6.24 | |
| Dutch Bros Cl A (BROS) | 8.0 | $57M | 1.4M | 41.40 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.9 | $28M | 2.1M | 12.89 | |
| Bumble Com Cl A (BMBL) | 2.0 | $14M | 1.4M | 10.51 | |
| Amphenol Corp Cl A (APH) | 0.7 | $5.3M | 79k | 67.37 | |
| Procter & Gamble Company (PG) | 0.5 | $3.8M | 23k | 164.92 | |
| Constellation Brands Cl A (STZ) | 0.4 | $3.1M | 12k | 257.28 | |
| Ansys (ANSS) | 0.2 | $1.7M | 5.2k | 321.50 |
