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	$340,287 53.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER BMBL ANSS 3 stocks	$103,768 16.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$86,442 13.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS TXRH 2 stocks	$61,764 9.76% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$29,088 4.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$5,113 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,990 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$2,527 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts

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