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Name: |
JOHO CAPITAL LLC |
City: |
NEW YORK |
State: |
UN |
Zip: |
10022 |
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Holdings
Found :
7 |
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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 |
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MSFT |
Microsoft Corp |
1 |
- |
$413.54 |
$245,065,000 |
651,700 |
44.42% |
58,520,000 |
60,900 |
0.009 |
Application Software |
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UBER |
Uber Technologies, Inc |
2 |
- |
$71.51 |
$62,734,000 |
1,018,900 |
11.37% |
16,284,000 |
8,900 |
0.058 |
N/A |
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PWR |
Quanta Services Inc |
3 |
- |
$269.50 |
$62,613,000 |
290,143 |
11.35% |
8,860,000 |
2,800 |
0.209 |
General Contractors |
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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 |
- |
$46.89 |
$39,198,000 |
836,669 |
7.1% |
6,300,000 |
17,500 |
1.652 |
N/A |
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BROS |
Dutch Bros Inc. |
9 |
- |
$28.34 |
$8,171,000 |
258,003 |
1.48% |
2,247,000 |
3,200 |
0.215 |
N/A |
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APH |
Amphenol Corp |
11 |
- |
$124.79 |
$3,890,000 |
39,240 |
0.71% |
1,518,000 |
11,000 |
0.007 |
Diversified Electronics |
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