0001172661-24-000878.txt : 20240214 0001172661-24-000878.hdr.sgml : 20240214 20240214074138 ACCESSION NUMBER: 0001172661-24-000878 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JOHO CAPITAL LLC CENTRAL INDEX KEY: 0001106500 ORGANIZATION NAME: IRS NUMBER: 133990924 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05521 FILM NUMBER: 24632350 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 12-31-2023 12-31-2023 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 02-14-2024 0 16 551724770 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 49696780 83300 SH SOLE 0 0 83300 AMPHENOL CORP NEW CL A 032095101 3889861 39240 SH SOLE 0 0 39240 ANSYS INC COM 03662Q105 1897862 5230 SH SOLE 0 0 5230 AUTODESK INC COM 052769106 2415322 9920 SH SOLE 0 0 9920 CONSTELLATION BRANDS INC CL A 21036P108 4403476 18215 SH SOLE 0 0 18215 DUTCH BROS INC CL A 26701L100 8170955 258003 SH SOLE 0 0 258003 INTUIT COM 461202103 1648829 2638 SH SOLE 0 0 2638 MCDONALDS CORP COM 580135101 1245342 4200 SH SOLE 0 0 4200 MICROSOFT CORP COM 594918104 245065268 651700 SH SOLE 0 0 651700 NEXTRACKER INC CLASS A COM 65290E101 39197943 836669 SH SOLE 0 0 836669 NU HLDGS LTD ORD SHS CL A G6683N103 9579500 1150000 SH SOLE 0 0 1150000 PROCTER AND GAMBLE CO COM 742718109 3377747 23050 SH SOLE 0 0 23050 QUANTA SVCS INC COM 74762E102 62612859 290143 SH SOLE 0 0 290143 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 8609820 367000 SH SOLE 0 0 367000 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 47179533 3036006 SH SOLE 0 0 3036006 UBER TECHNOLOGIES INC COM 90353T100 62733673 1018900 SH SOLE 0 0 1018900