Joho Capital as of Dec. 31, 2024
Portfolio Holdings for Joho Capital
Joho Capital holds 10 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 40.7 | $234M | 556k | 421.50 | |
| Dutch Bros Cl A (BROS) | 17.4 | $101M | 1.9M | 52.38 | |
| Adobe Systems Incorporated (ADBE) | 14.7 | $84M | 190k | 444.68 | |
| Quanta Services (PWR) | 13.6 | $78M | 248k | 316.05 | |
| Uber Technologies (UBER) | 10.4 | $60M | 992k | 60.32 | |
| Bumble Com Cl A (BMBL) | 1.0 | $5.5M | 675k | 8.14 | |
| Amphenol Corp Cl A (APH) | 0.9 | $5.5M | 79k | 69.45 | |
| Procter & Gamble Company (PG) | 0.7 | $3.9M | 23k | 167.65 | |
| Constellation Brands Cl A (STZ) | 0.4 | $2.2M | 9.8k | 221.00 | |
| Ansys (ANSS) | 0.3 | $1.8M | 5.2k | 337.33 |
