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 |
