Joho-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BROS",
  "ADBE",
  "PWR",
  "MSFT",
  "PG",
  "UBER",
  "TSM",
  "APH"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 8
Total Value: 578891636
Accession Number: 0001172661-25-001848
Form Type: 13F-HR
CIK: joho-capital
Manager Name: Joho-Capital

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $578.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:556.2K

Value:$208.8M

% of Portfolio:36.1% ($208.8M/$578.9M)

Dutch Bros Inc.

BROS|26701L100

Shares:1.9M

Value:$118.5M

% of Portfolio:20.5% ($118.5M/$578.9M)

ADOBE INC.

ADBE|00724F101

Shares:219.4K

Value:$84.1M

% of Portfolio:14.5% ($84.1M/$578.9M)

Uber Technologies, Inc

UBER|90353T100

Shares:991.9K

Value:$72.3M

% of Portfolio:12.5% ($72.3M/$578.9M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:229.2K

Value:$58.2M

% of Portfolio:10.1% ($58.2M/$578.9M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:168.0K

Value:$27.9M

% of Portfolio:4.8% ($27.9M/$578.9M)

AMPHENOL CORP /DE/

APH|032095101

Shares:78.5K

Value:$5.1M

% of Portfolio:0.9% ($5.1M/$578.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:23.1K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	556.2K	QoQ 0.00% (-0) YoY -14.65% (-95.5K)	All Managers (Combined)	$208.8M	36.1% ($208.8M/$578.9M)	QoQ -10.93% (-$25.6M) YoY -23.84% (-$65.4M)
Dutch Bros Inc.(BROScusip26701L100)	1.9M	QoQ 0.00% (+0) YoY +40.67% (+555.0K)	All Managers (Combined)	$118.5M	20.5% ($118.5M/$578.9M)	QoQ +17.86% (+$18.0M) YoY +163.18% (+$73.5M)
ADOBE INC.(ADBEcusip00724F101)	219.4K	QoQ +15.53% (-29.5K) YoY +26.09% (-45.4K)	All Managers (Combined)	$84.1M	14.5% ($84.1M/$578.9M)	QoQ -0.35% (-$298.3K) YoY -4.16% (-$3.7M)
Uber Technologies, Inc(UBERcusip90353T100)	991.9K	QoQ 0.00% (+0) YoY -2.64% (-27.0K)	All Managers (Combined)	$72.3M	12.5% ($72.3M/$578.9M)	QoQ +20.78% (+$12.4M) YoY -7.87% (-$6.2M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	229.2K	QoQ -7.45% (-18.4K) YoY -21.00% (-61.0K)	All Managers (Combined)	$58.2M	10.1% ($58.2M/$578.9M)	QoQ -25.59% (-$20.0M) YoY -22.74% (-$17.1M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	168.0K	QoQ NEW(+168.0K) YoY NEW(+168.0K)	All Managers (Combined)	$27.9M	4.8% ($27.9M/$578.9M)	QoQ NEW(+$27.9M) YoY NEW(+$27.9M)
AMPHENOL CORP /DE/(APHcusip032095101)	78.5K	QoQ 0.00% (-0) YoY +100.00% (+39.2K)	All Managers (Combined)	$5.1M	0.9% ($5.1M/$578.9M)	QoQ -5.55% (-$302.9K) YoY +13.72% (+$621.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	23.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$578.9M)	QoQ +1.01% (+$39.4K) YoY +4.38% (+$163.9K)