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
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 | — | ↗▾ | |
| 02 | UBERUBER TECHNOLOGIES INC View history and evidence | $62.73M | 11.37% | 1.02M shares | — | ↗▾ | |
| 03 | PWRQUANTA SERVICES INC View history and evidence | $62.61M | 11.35% | 290.14K shares | — | ↗▾ | |
| 04 | ADBEADOBE INC View history and evidence | $49.70M | 9.01% | 83.30K shares | — | ↗▾ | |
| 05 | SHLSSHOALS TECHNOLOGIES GROUP -ACL A View history and evidence | $47.18M | 8.55% | 3.04M shares | — | ↗▾ | |
| 06 | NXTNEXTPOWER INCCLASS A COM View history and evidence | $39.20M | 7.10% | 836.67K shares | — | ↗▾ | |
| 07 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $9.58M | 1.74% | 1.15M shares | — | ↗▾ | |
| 08 | RIVNRIVIAN AUTOMOTIVE INC-ACOM CL A View history and evidence | $8.61M | 1.56% | 367.00K shares | — | ↗▾ | |
| 09 | BROSDUTCH BROS INC-CLASS ACL A View history and evidence | $8.17M | 1.48% | 258.00K shares | — | ↗▾ | |
| 10 | STZCONSTELLATION BRANDS INC-ACL A View history and evidence | $4.40M | 0.80% | 18.21K shares | — | ↗▾ |
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 | — | — | SEC filing ↗ | |
| SEDG SOLAREDGE TECHNOLOGIES INC | Non-derivative | — | — | SEC filing ↗ | |
| EL ESTEE LAUDER COMPANIES-CL A | Non-derivative | — | — | 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 Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 551724770
}Take these holdings further.
This page includes 16 of 16 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.