Joho Capital LLC Portfolio Holdings by Sector

Joho Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$318,882 55.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$100,544 17.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$78,267 13.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER BMBL ANSS 3 stocks	$67,089 11.64% of portfolio	-	2	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$5,450 0.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,864 0.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$2,169 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts

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