Joho Capital LLC Portfolio Holdings by Sector

Joho Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT 1 stocks	$211,686 37.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$88,359 15.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$74,238 13.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$69,571 12.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$58,076 10.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$48,277 8.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$9,711 1.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,928 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1,138 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts

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