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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.16B
$61.5 Million 9.71% of portfolio
1,919,514
Q3 2024 Added 40.67%

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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