Joho Capital as of March 31, 2025
Portfolio Holdings for Joho Capital
Joho Capital holds 8 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 36.1 | $209M | 556k | 375.39 | |
| Dutch Bros Cl A (BROS) | 20.5 | $119M | 1.9M | 61.74 | |
| Adobe Systems Incorporated (ADBE) | 14.5 | $84M | 219k | 383.53 | |
| Uber Technologies (UBER) | 12.5 | $72M | 992k | 72.86 | |
| Quanta Services (PWR) | 10.1 | $58M | 229k | 254.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.8 | $28M | 168k | 166.00 | |
| Amphenol Corp Cl A (APH) | 0.9 | $5.1M | 79k | 65.59 | |
| Procter & Gamble Company (PG) | 0.7 | $3.9M | 23k | 169.36 |
