Investor Details
| Filer Name: | JOHO CAPITAL LLC |
|---|---|
| CIK: | 1106500 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 10 |
| Portfolio Value: | $0.58B |
Joho Capital Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 556,200 | $234M | 40.68% | -14.7% | - |
| BROS | US | DUTCH BROS INC-CLASS A | 1,919,514 | $101M | 17.45% | - | - |
| ADBE | US | ADOBE INC | 189,900 | $84M | 14.65% | 64.1% | - |
| PWR | US | QUANTA SERVICES INC | 247,643 | $78M | 13.58% | -14.6% | - |
| UBER | US | UBER TECHNOLOGIES INC | 991,900 | $60M | 10.38% | -20.3% | - |
| APH | US | AMPHENOL CORP-CL A | 78,480 | $5M | 0.95% | - | - |
| BMBL | US | BUMBLE INC-A | 675,000 | $5M | 0.95% | -50.0% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 23,050 | $4M | 0.67% | - | - |
| STZ | US | CONSTELLATION BRANDS INC-A | 9,815 | $2M | 0.38% | - | - |
| ANSS | US | ANSYS INC | 5,230 | $2M | 0.31% | - | - |