13F-HR filed by JOHO CAPITAL LLC
JOHO CAPITAL LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-15, with 17 holding rows worth $388,704,701.
- Accession
- 0001172661-23-002123
- Filer
- CIK 1106500
- Filed
- 2023-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 17 entries on the cover page, a total value of $388,704,701 stated on the cover page (in dollars after the unit check, H1), rows summing to $388,704,701 with VALUE read as dollars as filed, 13F file number 028-05521. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 590,800 | $170,327,640 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 287,343 | $47,882,838 | dollars as filed | |
| EURONET WORLDWIDE INC COM | 298736109 | Stock | 413,659 | $46,288,442 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 1,183,600 | $25,897,168 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 85,000 | $25,835,750 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 41,700 | $18,591,111 | dollars as filed | |
| SHOALS TECHNOLOGIES GROUP INC CL A | 82489W107 | Stock | 735,488 | $16,761,772 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 356,803 | $11,285,679 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 502,000 | $7,770,960 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 18,215 | $4,114,586 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 23,050 | $3,427,305 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 14,220 | $2,960,035 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 10,352 | $2,551,354 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 28,240 | $2,307,773 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 13,970 | $1,564,221 | dollars as filed | |
| COGNEX CORP | 192422103 | COM | 12,100 | $599,555 | dollars as filed | |
| APTIV PLC | G6095L109 | SHS | 4,800 | $538,512 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-002123 | this filing | 2023-05-15 | acceptance time not in the bulk data set |