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 |
