JOHO CAPITAL LLC

Q2 2023 13F Holdings Report, Stock Holdings

Signature - Title
Timothy K. McManus - Chief Operating Officer (Joho Capital, L.L.C.)
Location
New York
Holdings as of
30 Jun 2023
Value $
$497,802,856
Num holdings
22
Filing time
14 Aug 2023, 17:14:36 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, PWR, EEFT, NXT, and SHLS.
Previous filing
Q1 2023 - 15 May 2023
Next filing
Q3 2023 - 14 Nov 2023
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q2 compared to 2023 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Timothy K. McManus Chief Operating Officer (Joho Capital, L.L.C.) New York, New York 14 Aug 2023

All of the investments reported on this Form 13F are held in the name of either Joho Fund, Ltd., Joho Partners, L.P., Serra Street Partners LP, Mujo Partners LP, Turner Cove, LP, Hollyhock, RAK Capital LLC or Joho Capital L.L.C. and its affiliates have full investment discretion and voting authority.