Joho Capital as of June 30, 2025
Portfolio Holdings for Joho Capital
Joho Capital holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 39.0 | $277M | 556k | 497.41 | |
| Dutch Bros Cl A (BROS) | 16.9 | $120M | 1.8M | 68.37 | |
| Uber Technologies (UBER) | 13.0 | $93M | 992k | 93.30 | |
| Quanta Services (PWR) | 12.2 | $87M | 229k | 378.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.9 | $56M | 249k | 226.49 | |
| Adobe Systems Incorporated (ADBE) | 7.1 | $51M | 131k | 386.88 | |
| Monday SHS (MNDY) | 2.2 | $16M | 50k | 314.48 | |
| Amphenol Corp Cl A (APH) | 1.1 | $7.7M | 79k | 98.75 | |
| Procter & Gamble Company (PG) | 0.5 | $3.7M | 23k | 159.32 |
