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  Name: JOHO CAPITAL LLC
  City: NEW YORK
  State: UN
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $551,726,000
  Total Value Change : $107,434,000
  Securities Held Change : 0
   
All Securities Held : 16
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 7
  Unchanged Positions : 3
  Decreased Positions : 3

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Holdings Found : 7     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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)1 Year Chart         MSFT Microsoft Corp 1 - $413.54 $245,065,000 651,700 44.42% 58,520,000 60,900 0.009    Application Software
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 2 - $71.51 $62,734,000 1,018,900 11.37% 16,284,000 8,900 0.058    N/A
   (PWR)1 Year Chart         PWR Quanta Services Inc 3 - $269.50 $62,613,000 290,143 11.35% 8,860,000 2,800 0.209    General Contractors
   (SHLS)1 Year Chart         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
   (NXT)1 Year Chart         NXT Nextracker Inc. 6 - $46.89 $39,198,000 836,669 7.1% 6,300,000 17,500 1.652    N/A
   (BROS)1 Year Chart         BROS Dutch Bros Inc. 9 - $28.34 $8,171,000 258,003 1.48% 2,247,000 3,200 0.215    N/A
   (APH)1 Year Chart         APH Amphenol Corp 11 - $124.79 $3,890,000 39,240 0.71% 1,518,000 11,000 0.007    Diversified Electronics

      7 Records Found
  1    
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