Joho Capital LLC Portfolio Holdings

Joho Capital LLC

  • $576 Million
  • Q4 2024

Joho Capital LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $576 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $234M, Dutch Bros Inc. with a value of $101M, Adobe Inc. with a value of $84.4M, Quanta Services, Inc. with a value of $78.3M, and Uber Technologies, Inc with a value of $59.8M.

Examining the 13F form we can see an decrease of $56.7M in the current position value, from $633M to 576M.

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 $576 Million
Technology: $391 Million
Consumer Cyclical: $101 Million
Industrials: $78.3 Million
Consumer Defensive: $6.03 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $576 Million
  • Prior Value $633 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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