Joho Capital as of Sept. 30, 2024
Portfolio Holdings for Joho Capital
Joho Capital holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 44.3 | $280M | 652k | 430.30 | |
| Uber Technologies (UBER) | 14.8 | $94M | 1.2M | 75.16 | |
| Quanta Services (PWR) | 13.7 | $87M | 290k | 298.15 | |
| Dutch Bros Cl A (BROS) | 9.7 | $62M | 1.9M | 32.03 | |
| Adobe Systems Incorporated (ADBE) | 9.5 | $60M | 116k | 517.78 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.6 | $29M | 2.1M | 13.65 | |
| Bumble Com Cl A (BMBL) | 1.4 | $8.6M | 1.4M | 6.38 | |
| Amphenol Corp Cl A (APH) | 0.8 | $5.1M | 79k | 65.16 | |
| Procter & Gamble Company (PG) | 0.6 | $4.0M | 23k | 173.20 | |
| Constellation Brands Cl A (STZ) | 0.4 | $2.5M | 9.8k | 257.69 | |
| Ansys (ANSS) | 0.3 | $1.7M | 5.2k | 318.63 | |
| Texas Roadhouse (TXRH) | 0.0 | $283k | 1.6k | 176.60 |
