0001172661-23-003157.txt : 20230814 0001172661-23-003157.hdr.sgml : 20230814 20230814161436 ACCESSION NUMBER: 0001172661-23-003157 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231170313 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 06-30-2023 06-30-2023 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 08-14-2023 0 19 497802856 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 18302761 151300 SH SOLE 151300 0 0 AMPHENOL CORP NEW CL A 032095101 2398988 28240 SH SOLE 28240 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 3225788 142734 SH SOLE 142734 0 0 AUTODESK INC COM 052769106 2909554 14220 SH SOLE 14220 0 0 COGNEX CORP COM 192422103 677842 12100 SH SOLE 12100 0 0 CONSTELLATION BRANDS INC CL A 21036P108 4483258 18215 SH SOLE 18215 0 0 EURONET WORLDWIDE INC COM 298736109 42682657 363659 SH SOLE 363659 0 0 INTUIT COM 461202103 20036649 43730 SH SOLE 43730 0 0 LAUDER ESTEE COS INC CL A 518439104 2317677 11802 SH SOLE 11802 0 0 LIVENT CORP COM 53814L108 19475300 710000 SH SOLE 710000 0 0 MICROSOFT CORP COM 594918104 201191032 590800 SH SOLE 590800 0 0 NEXTRACKER INC CLASS A COM 65290E101 32173208 808169 SH SOLE 808169 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 9073500 1150000 SH SOLE 1150000 0 0 PROCTER AND GAMBLE CO COM 742718109 3497607 23050 SH SOLE 23050 0 0 QUANTA SVCS INC COM 74762E102 56448532 287343 SH SOLE 287343 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 8363320 502000 SH SOLE 502000 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 28767473 1125488 SH SOLE 1125488 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 22869250 85000 SH SOLE 85000 0 0 UBER TECHNOLOGIES INC COM 90353T100 18908460 438000 SH SOLE 438000 0 0