Filed: 2/14/2023ACC: 0001172661-23-001366
📋 What this filing means
JOHO CAPITAL LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $309.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$309.04M
Total AUM (reported)
3.54M
Total Shares
Allocation by class
COM$256.26M82.9%
CL A$28.30M9.2%
COM SHS$14.01M4.5%
COM CL A$10.46M3.4%
Portfolio Concentration
Top 3$204.84M66.3%
4–10$91.58M29.6%
11–25$12.62M4.1%
Top 3 weight
66.3%
Top 10 weight
95.9%
Voting Authority Distribution
Total shares with voting rights: 3.54M
Sole
Full voting authority
3.54M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
MICROSOFT CORP
SOLEShares590.80K
TypeSH
Market value$141.69M
45.85%
Sole
590.80K
Shared
0.00
None
0.00
EURONET WORLDWIDE INC
SOLEShares413.66K
TypeSH
Market value$39.04M
12.63%
Sole
413.66K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares169.19K
TypeSH
Market value$24.11M
7.80%
Sole
169.19K
Shared
0.00
None
0.00
SOLAREDGE TECHNOLOGIES INC
SOLEShares85K
TypeSH
Market value$24.08M
7.79%
Sole
85K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares735.49K
TypeSH
Market value$18.14M
5.87%
Sole
735.49K
Shared
0.00
None
0.00
INTUIT
SOLEShares44.10K
TypeSH
Market value$17.16M
5.55%
Sole
44.10K
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares725K
TypeSH
Market value$14.01M
4.53%
Sole
725K
Shared
0.00
None
0.00
RIVIAN AUTOMOTIVE INC
SOLEShares567.80K
TypeSH
Market value$10.46M
3.39%
Sole
567.80K
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares18.21K
TypeSH
Market value$4.22M
1.37%
Sole
18.21K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares23.05K
TypeSH
Market value$3.49M
1.13%
Sole
23.05K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares18.07K
TypeSH
Market value$3.38M
1.09%
Sole
18.07K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares44.14K
TypeSH
Market value$3.36M
1.09%
Sole
44.14K
Shared
0.00
None
0.00
LAUDER ESTEE COS INC
SOLEShares10.35K
TypeSH
Market value$2.57M
0.83%
Sole
10.35K
Shared
0.00
None
0.00
LIVENT CORP
SOLEShares84.08K
TypeSH
Market value$1.67M
0.54%
Sole
84.08K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares13.97K
TypeSH
Market value$1.64M
0.53%
Sole
13.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 590.80K | SH | $141.69M 45.85% | 590.80K | 0.00 | 0.00 |
EURONET WORLDWIDE INCSOLE | COM | 413.66K | SH | $39.04M 12.63% | 413.66K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 169.19K | SH | $24.11M 7.80% | 169.19K | 0.00 | 0.00 |
SOLAREDGE TECHNOLOGIES INCSOLE | COM | 85K | SH | $24.08M 7.79% | 85K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 735.49K | SH | $18.14M 5.87% | 735.49K | 0.00 | 0.00 |
INTUITSOLE | COM | 44.10K | SH | $17.16M 5.55% | 44.10K | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 725K | SH | $14.01M 4.53% | 725K | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 567.80K | SH | $10.46M 3.39% | 567.80K | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 18.21K | SH | $4.22M 1.37% | 18.21K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 23.05K | SH | $3.49M 1.13% | 23.05K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 18.07K | SH | $3.38M 1.09% | 18.07K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 44.14K | SH | $3.36M 1.09% | 44.14K | 0.00 | 0.00 |
LAUDER ESTEE COS INCSOLE | CL A | 10.35K | SH | $2.57M 0.83% | 10.35K | 0.00 | 0.00 |
LIVENT CORPSOLE | COM | 84.08K | SH | $1.67M 0.54% | 84.08K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 13.97K | SH | $1.64M 0.53% | 13.97K | 0.00 | 0.00 |