JOHO CAPITAL LLC

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    10

  • Value ($000)

    $576,269

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001106500
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$234.44M
41 %

556,200

BROS
BROS

DUTCH BROS INC

CL A
26701L100
$100.54M
17 %

1,919,514

ADBE
ADBE

ADOBE INC

COM
00724F101
$84.44M
15 %

189,900

PWR
PWR

QUANTA SVCS INC

COM
74762E102
$78.27M
14 %

247,643

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$59.83M
10 %

991,900

BMBL
BMBL

BUMBLE INC

COM CL A
12047B105
$5.49M
1 %

675,000

APH
APH

AMPHENOL CORP NEW

CL A
032095101
$5.45M
1 %

78,480

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$3.86M
1 %

23,050

STZ
STZ

CONSTELLATION BRANDS INC

CL A
21036P108
$2.17M
0 %

9,815

ANSS
ANSS

ANSYS INC

COM
03662Q105
$1.76M
0 %

5,230

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