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 |
