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CIK: 0001106500
Total reported value
$460.4M
$460.4M
12 檔
129.2%
During the Q2 2024 filing period, Joho Capital LLC (CIK: 0001106500) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $460.4M across 12 reported positions.
During Q2 2024, Joho Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 41.21% | -7.34% | — | |
| 2 | UBER | Uber Technologies Inc | Stock-Industrials | 12.79% | — | +22.08% | |
| 3 | ADBE | Adobe Inc | Stock-Tech | 11.21% | — | -17.99% | |
| 4 | PWR | Quanta Services Inc | Stock-Industrials | 10.43% | — | — | |
| 5 | SHLS | Shoals Technologies Group -a | Stock-Other | 8.51% | — | +50.11% | |
| 6 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 7.99% | +2.86% | — | |
| 7 | NU | Nu Holdings Ltd. | Stock-Financials | 3.89% | — | — | |
| 8 | BMBL | Bumble Inc-a | Stock-Other | 2.01% | — | +145.45% | |
| 9 | APH | Amphenol Corp-cl A | Stock-Tech | 0.75% | +0.16% | +100.00% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | — | — | |
| 11 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.44% | — | -33.49% | |
| 12 | AKX | Ansys Inc | Stock-Other | 0.24% | — | — |
According to official SEC Form 13F filings, Joho Capital LLC reported a total U.S. public equity portfolio value of $460.4M across 12 disclosed positions in Q2 2024.
During Q2 2024, Joho Capital LLC's top holdings by market value included MSFT (41.2%)、UBER (12.8%)、ADBE (11.2%). The largest single position, MSFT, represented 41.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, UBER, ADBE) accounted for 129.2% of total reported equity market value during Q2 2024.
In Q2 2024, Joho Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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