Joho Capital LLC Top Holdings and 13F Report (2025) About Joho Capital LLCInvestment ActivityJoho Capital LLC has $576.27 million in total holdings as of December 31, 2024.Joho Capital LLC owns shares of 10 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 5.73% of the portfolio was purchased this quarter.About 18.00% of the portfolio was sold this quarter.This quarter, Joho Capital LLC has purchased 12 new stocks and bought additional shares in 1 stock.Joho Capital LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $234,438,300Dutch Bros $100,544,143Adobe $84,444,732Quanta Services $78,267,570Uber Technologies $59,831,408 Largest Purchases this Quarter Adobe 74,200 shares (about $33.00M) Largest Sales this Quarter Microsoft 95,500 shares (about $40.25M)Uber Technologies 252,000 shares (about $15.20M)Quanta Services 42,500 shares (about $13.43M)Bumble 675,000 shares (about $5.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJoho Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$234,438,300$40,253,250 ▼-14.7%556,20040.7%Computer and TechnologyBROSDutch Bros$100,544,1430.0%1,919,51417.4%Retail/WholesaleADBEAdobe$84,444,732$32,995,256 ▲64.1%189,90014.7%Computer and TechnologyPWRQuanta Services$78,267,570$13,432,125 ▼-14.6%247,64313.6%ConstructionUBERUber Technologies$59,831,408$15,200,640 ▼-20.3%991,90010.4%Computer and TechnologyBMBLBumble$5,494,500$5,494,500 ▼-50.0%675,0001.0%Computer and TechnologyAPHAmphenol$5,450,4360.0%78,4800.9%Computer and TechnologyPGProcter & Gamble$3,864,3330.0%23,0500.7%Consumer StaplesSTZConstellation Brands$2,169,1150.0%9,8150.4%Consumer StaplesANSSANSYS$1,764,2360.0%5,2300.3%Computer and TechnologyNUNU$0$29,088,150 ▼-100.0%00.0%FinanceTXRHTexas Roadhouse$0$282,560 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
