Joho Capital LLC — Q1 2025 13F Holdings

Name: Joho Capital LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001106500

Total reported value

$373.1M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	36.07%	-6.50%	—
2	BROS	Dutch Bros Inc-class A	Stock-Consumer Disc	20.47%	+0.73%	—
3	ADBE	Adobe INC	Stock-Tech	14.54%	—	+15.53%
4	UBER	Uber Technologies INC	Stock-Industrials	12.48%	-15.73%	EXIT
5	PWR	Quanta Services INC	Stock-Industrials	10.06%	-0.37%	EXIT
6	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	4.82%	+4.89%	—
7	APH	Amphenol Corp-cl A	Stock-Tech	0.89%	-1.11%	—
8	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.67%	-0.16%	EXIT

Position changes disclosed by Joho Capital LLC for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ADBE	Adobe INC	+14.1%	+15.53%	Add
2	UBER	Uber Technologies INC	+12.3%	—	Add
3	MSFT	Microsoft CORP	+7.5%	—	Trim
4	APH	Amphenol Corp-cl A	+0.4%	—	Add
5	PG	Procter & Gamble Co/the	+0.1%	—	Trim
6	BABA	Alibaba Group Holding-sp Adr	—	EXIT	Sold out
7	BROS	Dutch Bros Inc-class A	—	NEW	New buy
8	GPN	Global Payments INC	—	EXIT	Sold out
9	LTHM1EUR	Livent CORP	—	EXIT	Sold out
10	DT	Dynatrace INC	—	EXIT	Sold out
11	EEFT	Euronet Worldwide INC	—	EXIT	Sold out
12	PWR	Quanta Services INC	—	NEW	New buy
13	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy
14	DAY	Dayforce INC	—	EXIT	Sold out
15	AMZN	Amazon.com INC	—	EXIT	Sold out
16	STZ	Constellation Brands Inc-a	—	EXIT	Sold out
17	META	Meta Platforms Inc-class A	—	EXIT	Sold out
18	NOW	Servicenow INC	—	EXIT	Sold out
19	EL	Estee Lauder Companies-cl A	—	EXIT	Sold out
20	PFGC	Performance Food Group Co	—	EXIT	Sold out
21	ADSK	Autodesk INC	—	EXIT	Sold out
22	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
23	ECL	Ecolab INC	—	EXIT	Sold out
24	SPG	Simon Property Group INC	—	EXIT	Sold out
25	PTON	Peloton Interactive Inc-a	—	EXIT	Sold out