Joho Capital LLC Top Holdings and 13F Report (2024)

About Joho Capital LLC

Joho Capital LLC has $721.02 million in total holdings as of March 31, 2024.
Joho Capital LLC owns shares of 16 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 20.09% of the portfolio was purchased this quarter.
About 3.63% of the portfolio was sold this quarter.
This quarter, Joho Capital LLC has purchased 16 new stocks and bought additional shares in 4 stocks.
Joho Capital LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.

Adobe: 90,700 shares (about $45.77M)
Shoals Technologies Group: 3,387,539 shares (about $37.87M)
Dutch Bros: 1,106,511 shares (about $36.51M)
NU: 981,000 shares (about $11.70M)
Match Group: 186,000 shares (about $6.75M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$274,183,224		0.0%	651,700	38.0%	Computer and Technology
ADBE Adobe	$87,800,400	$45,767,220 ▲	108.9%	174,000	12.2%	Computer and Technology
UBER Uber Technologies	$78,445,111		0.0%	1,018,900	10.9%	Computer and Technology
PWR Quanta Services	$75,379,151		0.0%	290,143	10.5%	Construction
SHLS Shoals Technologies Group	$71,815,233	$37,872,686 ▲	111.6%	6,423,545	10.0%	Oils/Energy
BROS Dutch Bros	$45,028,962	$36,514,863 ▲	428.9%	1,364,514	6.2%	Consumer Staples
NXT Nextracker	$32,167,815	$14,911,550 ▼	-31.7%	571,669	4.5%	Oils/Energy
NU NU	$25,422,830	$11,703,330 ▲	85.3%	2,131,000	3.5%	Business Services
MTCH Match Group	$6,748,080	$6,748,080 ▲	New Holding	186,000	0.9%	Retail/Wholesale
BMBL Bumble	$6,242,500	$6,242,500 ▲	New Holding	550,000	0.9%	Computer and Technology
STZ Constellation Brands	$4,950,108		0.0%	18,215	0.7%	Consumer Staples
APH Amphenol	$4,526,334		0.0%	39,240	0.6%	Computer and Technology
PG Procter & Gamble	$3,739,863		0.0%	23,050	0.5%	Consumer Staples
ANSS ANSYS	$1,815,647		0.0%	5,230	0.3%	Computer and Technology
ADSK Autodesk	$1,567,728	$1,015,638 ▼	-39.3%	6,020	0.2%	Computer and Technology
MCD McDonald's	$1,184,190		0.0%	4,200	0.2%	Retail/Wholesale
RIVN Rivian Automotive	$0	$8,609,820 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
INTU Intuit	$0	$1,648,829 ▼	-100.0%	0	0.0%	Computer and Technology