JOHO Capital discloses updated portfolio positions in 13F filing: New TSM position, Boosted ADBE holding, Exited BMBL STZ ANSS
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: TSM (168K)
- Increased positions in: ADBE (to 219K from 190K)
- Maintained positions in: BROS (1920K), UBER (992K), MSFT (556K)
- Closed positions in: BMBL (from 675K), STZ (from 10K), ANSS (from 5K)
- Decreased positions in: PWR (to 229K from 248K)