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	$292,937 50.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$118,510 20.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$72,269 12.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$58,256 10.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$27,888 4.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$5,147 0.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,928 0.68% of portfolio	-	-	-	-	0 Calls 0 Puts

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