0001172661-23-001366.txt : 20230214 0001172661-23-001366.hdr.sgml : 20230214 20230214163851 ACCESSION NUMBER: 0001172661-23-001366 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JOHO CAPITAL LLC CENTRAL INDEX KEY: 0001106500 IRS NUMBER: 133990924 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05521 FILM NUMBER: 23630504 BUSINESS ADDRESS: STREET 1: 55 EAST 59TH STREET 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-326-9577 MAIL ADDRESS: STREET 1: 55 EAST 59TH STREET 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001106500 XXXXXXXX 12-31-2022 12-31-2022 false JOHO CAPITAL LLC

55 East 59th Street 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-05521 000157051 801-73575 Y 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. Timothy K. McManus 212-326-9560 /s/ Timothy K. McManus New York NY 02-14-2023 0 15 309035286 INFORMATION TABLE 2 infotable.xml AMPHENOL CORP NEW CL A 032095101 3360820 44140 SH SOLE 44140 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 14014250 725000 SH SOLE 725000 0 0 AUTODESK INC COM 052769106 3376741 18070 SH SOLE 18070 0 0 CONSTELLATION BRANDS INC CL A 21036P108 4221326 18215 SH SOLE 18215 0 0 EURONET WORLDWIDE INC COM 298736109 39041136 413659 SH SOLE 413659 0 0 INTUIT COM 461202103 17164602 44100 SH SOLE 44100 0 0 LAUDER ESTEE COS INC CL A 518439104 2568435 10352 SH SOLE 10352 0 0 LIVENT CORP COM 53814L108 1670670 84080 SH SOLE 84080 0 0 MICROSOFT CORP COM 594918104 141685656 590800 SH SOLE 590800 0 0 PROCTER AND GAMBLE CO COM 742718109 3493458 23050 SH SOLE 23050 0 0 QUANTA SVCS INC COM 74762E102 24110003 169193 SH SOLE 169193 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 10464554 567800 SH SOLE 567800 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 18144489 735488 SH SOLE 735488 0 0 SIMON PPTY GROUP INC NEW COM 828806109 1641196 13970 SH SOLE 13970 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 24077950 85000 SH SOLE 85000 0 0