Joho Capital’s Nextpower Inc NXT Stock Holding History

Joho Capital’s Portfolio NXT Stock Details NXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-571,669	Closed	-$32.2M	–	16
2024 Q1	$32.2M	Sell	571,669 -265,000	-32%	-$14.1M	4.46%	7
2023 Q4	$39.2M	Buy	836,669 +17,500	+2%	+$685K	7.1%	6
2023 Q3	$32.9M	Buy	819,169 +11,000	+1%	+$445K	7.4%	5
2023 Q2	$32.2M	Buy	+808,169	New	+$29.6M	6.46%	4

Other funds holding NXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Joho Capital's NXT Position: Q2 2024 in Review

Joho Capital sold out of Nextpower Inc (NXT) in Q2 2024, closing a stake of 571,669 shares — an estimated $32.2M sold.

Joho Capital first reported a position in NXT in Q2 2023 and held it in 4 quarters. The position peaked at $39.2M in Q4 2023. 445 funds tracked by Wall St. Rank hold NXT as of Q2 2024.

Joho Capital reported no remaining Nextpower Inc position as of Q2 2024 after selling out during the quarter.
Joho Capital sold 571,669 Nextpower Inc shares in Q2 2024, an estimated $32.2M.
Joho Capital first reported a position in Nextpower Inc in Q2 2023 and held it in 4 quarters.
Joho Capital's Nextpower Inc position peaked at $39.2M in Q4 2023.
445 funds tracked by Wall St. Rank held Nextpower Inc as of Q2 2024.

Based on Joho Capital's 13F filing for Q2 2024, filed 14 Aug 2024.