News + Filings Holdings
|
|
JOHO CAPITAL LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
MICROSOFT CORP
| MSFT | Common | 590,800 | 0 | 201,191,032,000 | 30,863,392,000 | 40.42 | 0.01 |
Hist
| 06/30/2023 |
|
QUANTA SERVICES, INC.
| PWR | Common | 287,343 | 0 | 56,448,532,000 | 8,565,694,000 | 11.34 | 0.20 |
Hist
| 06/30/2023 |
|
EURONET WORLDWIDE, INC.
| EEFT | Common | 363,659 | -50,000 | 42,682,657,000 | -3,605,785,000 | 8.57 | 0.73 |
Hist
| 06/30/2023 |
|
Shoals Technologies Group, Inc.
| SHLS | Common | 1,125,488 | 390,000 | 28,767,473,000 | 12,005,701,000 | 5.78 | |
Hist
| 06/30/2023 |
|
SOLAREDGE TECHNOLOGIES, INC.
| SEDG | Common | 85,000 | 0 | 22,869,250,000 | -2,966,500,000 | 4.59 | 0.15 |
Hist
| 06/30/2023 |
|
INTUIT INC.
| INTU | Common | 43,730 | 2,030 | 20,036,649,000 | 1,445,538,000 | 4.03 | 0.02 |
Hist
| 06/30/2023 |
|
Livent Corp.
| LTHM | Common | 710,000 | 710,000 | 19,475,300,000 | 19,475,300,000 | 3.91 | 0.40 |
Hist
| 06/30/2023 |
|
Uber Technologies, Inc
| UBER | Common Stock | 438,000 | 438,000 | 18,908,460,000 | 18,908,460,000 | 3.80 | |
Hist
| 06/30/2023 |
|
Alphabet Inc.
| GOOG | COM | 151,300 | 151,300 | 18,302,761,000 | 18,302,761,000 | 3.68 | |
Hist
| 06/30/2023 |
|
Nu Holdings Ltd.
| NU | COM | 1,150,000 | 1,150,000 | 9,073,500,000 | 9,073,500,000 | 1.82 | |
Hist
| 06/30/2023 |
|
Rivian Automotive, Inc. / DE
| RIVN | Common | 502,000 | 0 | 8,363,320,000 | 592,360,000 | 1.68 | |
Hist
| 06/30/2023 |
|
CONSTELLATION BRANDS, INC.
| STZ | CL A | 18,215 | 0 | 4,483,258,000 | 368,672,000 | 0.90 | |
Hist
| 06/30/2023 |
|
PROCTER & GAMBLE Co
| PG | Common | 23,050 | 0 | 3,497,607,000 | 70,302,000 | 0.70 | 0.00 |
Hist
| 06/30/2023 |
|
Array Technologies, Inc.
| ARRY | Common | 142,734 | -1,040,866 | 3,225,788,000 | -22,671,380,000 | 0.65 | 0.09 |
Hist
| 06/30/2023 |
|
Autodesk, Inc.
| ADSK | Common | 14,220 | 0 | 2,909,554,000 | -50,481,000 | 0.58 | 0.01 |
Hist
| 06/30/2023 |
|
AMPHENOL CORP /DE/
| APH | Cl A | 28,240 | 0 | 2,398,988,000 | 91,215,000 | 0.48 | |
Hist
| 06/30/2023 |
|
ESTEE LAUDER COMPANIES INC
| EL | Common | 11,802 | 1,450 | 2,317,677,000 | -233,677,000 | 0.47 | |
Hist
| 06/30/2023 |
|
COGNEX CORP
| CGNX | Common | 12,100 | 0 | 677,842,000 | 78,287,000 | 0.14 | |
Hist
| 06/30/2023 |
|
Dutch Bros Inc.
| BROS | CL A | 0 | -356,803 | 0 | -11,285,679,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
SIMON PROPERTY GROUP INC /DE/
| SPG | Common | 0 | -13,970 | 0 | -1,564,221,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Aptiv PLC
| APTV | SHS | 0 | -4,800 | 0 | -538,512,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
|
|
|