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| Name: |
JOHO CAPITAL LLC |
| City: |
NEW YORK |
| State: |
UN |
| Zip: |
10022 |
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data |
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| Holdings
Found :
19 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$399.04 |
$245,065,000 |
651,700 |
44.42% |
58,520,000 |
60,900 |
0.009 |
Application Software |
|
|
UBER |
Uber Technologies, Inc |
2 |
- |
$69.31 |
$62,734,000 |
1,018,900 |
11.37% |
16,284,000 |
8,900 |
0.058 |
N/A |
|
|
PWR |
Quanta Services Inc |
3 |
- |
$255.19 |
$62,613,000 |
290,143 |
11.35% |
8,860,000 |
2,800 |
0.209 |
General Contractors |
|
|
ADBE |
Adobe Systems Inc |
4 |
New |
$473.44 |
$49,697,000 |
83,300 |
9.01% |
49,697,000 |
83,300 |
0.017 |
Application Software |
|
|
SHLS |
Shoals Technologies Group, ... |
5 |
- |
$0.00 |
$47,180,000 |
3,036,006 |
8.55% |
26,640,000 |
1,910,518 |
1.704 |
N/A |
|
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NXT |
Nextracker Inc. |
6 |
- |
$42.98 |
$39,198,000 |
836,669 |
7.1% |
6,300,000 |
17,500 |
1.652 |
N/A |
|
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NU |
Nu Holdings Ord Shs Class A |
7 |
- |
$0.00 |
$9,580,000 |
1,150,000 |
1.74% |
1,242,000 |
0 |
0.033 |
N/A |
|
|
RIVN |
Rivian Automotive, Inc. / De |
8 |
- |
$0.00 |
$8,610,000 |
367,000 |
1.56% |
-3,579,000 |
-135,000 |
0.041 |
N/A |
|
|
BROS |
Dutch Bros Inc. |
9 |
- |
$28.89 |
$8,171,000 |
258,003 |
1.48% |
2,247,000 |
3,200 |
0.215 |
N/A |
|
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STZ |
Constellation Brands Inc |
10 |
- |
$261.71 |
$4,403,000 |
18,215 |
0.8% |
-175,000 |
0 |
0.011 |
Beverage - Wineries &... |
|
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APH |
Amphenol Corp |
11 |
- |
$119.01 |
$3,890,000 |
39,240 |
0.71% |
1,518,000 |
11,000 |
0.007 |
Diversified Electronics |
|
|
PG |
Procter & Gamble Co |
12 |
- |
$162.55 |
$3,378,000 |
23,050 |
0.61% |
16,000 |
0 |
0.001 |
Cleaning Products |
|
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ADSK |
Autodesk Inc |
13 |
- |
$216.40 |
$2,415,000 |
9,920 |
0.44% |
-527,000 |
-4,300 |
0.005 |
Technical & System So... |
|
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ANSS |
ANSYS Inc |
14 |
New |
$327.04 |
$1,898,000 |
5,230 |
0.34% |
1,898,000 |
5,230 |
0.006 |
Technical & System So... |
|
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INTU |
Intuit Inc |
15 |
- |
$626.39 |
$1,649,000 |
2,638 |
0.3% |
-20,694,000 |
-41,092 |
0.001 |
Application Software |
|
|
MCD |
McDonalds Corp |
16 |
New |
$275.60 |
$1,245,000 |
4,200 |
0.23% |
1,245,000 |
4,200 |
0.001 |
Restaurants |
|
|
SEDG |
Solaredge Technologies Inc |
18 |
Closed |
$56.61 |
$0 |
0 |
0% |
-7,350,000 |
-56,750 |
0 |
N/A |
|
|
EL |
Estee Lauder Companies Inc |
17 |
Closed |
$147.36 |
$0 |
0 |
0% |
-1,706,000 |
-11,802 |
0 |
Personal Products |
|
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GOOG |
Alphabet Inc |
19 |
Closed |
$157.95 |
$0 |
0 |
0% |
-33,002,000 |
-250,300 |
0 |
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