JOHO CAPITAL LLC
CIK 1106500 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- MSFT44.42%
- UBER11.37%
- PWR11.35%
- ADBE9.01%
- SHLS8.55%
- NXT7.10%
- NU1.74%
- RIVN1.56%
- BROS1.48%
- STZ0.80%
Share classes counted separately97.38%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- INTUWeight decreased · -4.73 pp5.03% → 0.30%Shares -41.09K (-93.97%)
- SHLSWeight increased · +3.93 pp4.62% → 8.55%Shares +1.91M (+169.75%)
- MSFTWeight increased · +2.43 pp41.99% → 44.42%Shares +60.90K (+10.31%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $245.07M | 44.42% | 651.70K shares | 41.99% → 44.42%+2.43 pp +60.90K (+10.31%) | Added | ↗▾ |
| 02 | UBERUBER TECHNOLOGIES INC View history and evidence | $62.73M | 11.37% | 1.02M shares | 10.45% → 11.37%+0.92 pp +8.90K (+0.88%) | Added | ↗▾ |
| 03 | PWRQUANTA SERVICES INC View history and evidence | $62.61M | 11.35% | 290.14K shares | 12.10% → 11.35%-0.75 pp +2.80K (+0.97%) | Added | ↗▾ |
| 04 | ADBEADOBE INC View history and evidence | $49.70M | 9.01% | 83.30K shares | Prior unavailable +83.30K | New | ↗▾ |
| 05 | SHLSSHOALS TECHNOLOGIES GROUP -ACL A View history and evidence | $47.18M | 8.55% | 3.04M shares | 4.62% → 8.55%+3.93 pp +1.91M (+169.75%) | Added | ↗▾ |
| 06 | NXTNEXTPOWER INCCLASS A COM View history and evidence | $39.20M | 7.10% | 836.67K shares | 7.40% → 7.10%-0.30 pp +17.50K (+2.14%) | Added | ↗▾ |
| 07 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $9.58M | 1.74% | 1.15M shares | 1.88% → 1.74%-0.14 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | RIVNRIVIAN AUTOMOTIVE INC-ACOM CL A View history and evidence | $8.61M | 1.56% | 367.00K shares | 2.74% → 1.56%-1.18 pp -135.00K (-26.89%) | Reduced | ↗▾ |
| 09 | BROSDUTCH BROS INC-CLASS ACL A View history and evidence | $8.17M | 1.48% | 258.00K shares | 1.33% → 1.48%+0.15 pp +3.20K (+1.26%) | Added | ↗▾ |
| 10 | STZCONSTELLATION BRANDS INC-ACL A View history and evidence | $4.40M | 0.80% | 18.21K shares | 1.03% → 0.80%-0.23 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Non-derivative | -250,300 | -$33.00M | SEC filing ↗ | SEC filing ↗ |
| SEDG SOLAREDGE TECHNOLOGIES INC | Non-derivative | -56,750 | -$7.35M | SEC filing ↗ | SEC filing ↗ |
| EL ESTEE LAUDER COMPANIES-CL A | Non-derivative | -11,802 | -$1.71M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1106500 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 551724770
}Take these holdings further.
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