Joho Capital LLC Portfolio Holdings

Joho Capital LLC

$633 Million
Q3 2024

Joho Capital LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $633 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $280M, Uber Technologies, Inc with a value of $93.5M, Quanta Services, Inc. with a value of $86.4M, Dutch Bros Inc. with a value of $61.5M, and Adobe Inc. with a value of $59.9M.

Examining the 13F form we can see an decrease of $73.9M in the current position value, from $707M to 633M.

Joho Capital LLC is based out at New York, NY

Below you can find more details about Joho Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $633 Million

Technology: $449 Million

Industrials: $86.4 Million

Consumer Cyclical: $61.8 Million

Financial Services: $29.1 Million

Consumer Defensive: $6.52 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp Technology	$3.25T	$280 Million 44.3% of portfolio	651,700	Q4 2023 Added 10.31%
ADBE Adobe Inc. Technology	$208B	$59.9 Million 9.46% of portfolio	115,700	Q3 2024 Reduced 18.92%
PG Procter & Gamble CO Consumer Defensive	$398B	$3.99 Million 0.63% of portfolio	23,050	Q2 2022 Reduced 17.24%

Summary

Portfolio
No. of Stocks 12
Current Value $633 Million
Prior Value $707 Million
Filing
Period Q3 2024
Filing Date November 14, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 1 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

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