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	$370,552 52.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER BMBL ANSS 3 stocks	$106,275 15.03% of portfolio	2	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$73,722 10.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Solar \| Technology SHLS 1 stocks	$60,169 8.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$56,490 7.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$27,468 3.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$5,287 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,801 0.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$3,116 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts

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