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	$327,185 46.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$119,974 16.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER MNDY 2 stocks	$108,268 15.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$86,653 12.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$56,418 7.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$7,749 1.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,672 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts

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