Filed: 2/14/2025ACC: 0001172661-25-000865
📋 What this filing means
JOHO CAPITAL LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $576.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$576.27M
Total AUM (reported)
4.70M
Total Shares
Allocation by class
COM$462.61M80.3%
CL A$108.16M18.8%
COM CL A$5.49M1.0%
Portfolio Concentration
Top 3$419.43M72.8%
4–10$156.84M27.2%
Top 3 weight
72.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings10
Rows:
MICROSOFT CORP
SOLEShares556.20K
TypeSH
Market value$234.44M
40.68%
Sole
0.00
Shared
0.00
None
556.20K
DUTCH BROS INC
SOLEShares1.92M
TypeSH
Market value$100.54M
17.45%
Sole
0.00
Shared
0.00
None
1.92M
ADOBE INC
SOLEShares189.90K
TypeSH
Market value$84.44M
14.65%
Sole
0.00
Shared
0.00
None
189.90K
QUANTA SVCS INC
SOLEShares247.64K
TypeSH
Market value$78.27M
13.58%
Sole
0.00
Shared
0.00
None
247.64K
UBER TECHNOLOGIES INC
SOLEShares991.90K
TypeSH
Market value$59.83M
10.38%
Sole
0.00
Shared
0.00
None
991.90K
BUMBLE INC
SOLEShares675K
TypeSH
Market value$5.49M
0.95%
Sole
0.00
Shared
0.00
None
675K
AMPHENOL CORP NEW
SOLEShares78.48K
TypeSH
Market value$5.45M
0.95%
Sole
0.00
Shared
0.00
None
78.48K
PROCTER AND GAMBLE CO
SOLEShares23.05K
TypeSH
Market value$3.86M
0.67%
Sole
0.00
Shared
0.00
None
23.05K
CONSTELLATION BRANDS INC
SOLEShares9.81K
TypeSH
Market value$2.17M
0.38%
Sole
0.00
Shared
0.00
None
9.81K
ANSYS INC
SOLEShares5.23K
TypeSH
Market value$1.76M
0.31%
Sole
0.00
Shared
0.00
None
5.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 556.20K | SH | $234.44M 40.68% | 0.00 | 0.00 | 556.20K |
DUTCH BROS INCSOLE | CL A | 1.92M | SH | $100.54M 17.45% | 0.00 | 0.00 | 1.92M |
ADOBE INCSOLE | COM | 189.90K | SH | $84.44M 14.65% | 0.00 | 0.00 | 189.90K |
QUANTA SVCS INCSOLE | COM | 247.64K | SH | $78.27M 13.58% | 0.00 | 0.00 | 247.64K |
UBER TECHNOLOGIES INCSOLE | COM | 991.90K | SH | $59.83M 10.38% | 0.00 | 0.00 | 991.90K |
BUMBLE INCSOLE | COM CL A | 675K | SH | $5.49M 0.95% | 0.00 | 0.00 | 675K |
AMPHENOL CORP NEWSOLE | CL A | 78.48K | SH | $5.45M 0.95% | 0.00 | 0.00 | 78.48K |
PROCTER AND GAMBLE COSOLE | COM | 23.05K | SH | $3.86M 0.67% | 0.00 | 0.00 | 23.05K |
CONSTELLATION BRANDS INCSOLE | CL A | 9.81K | SH | $2.17M 0.38% | 0.00 | 0.00 | 9.81K |
ANSYS INCSOLE | COM | 5.23K | SH | $1.76M 0.31% | 0.00 | 0.00 | 5.23K |