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JOHO CAPITAL LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $460,415,765
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $107,056,740
- DUTCH BROS INC · CL A · 26701L100 · shares: $101,854,873
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $90,786,057
- AMAZON COM INC · COM · 023135106 · shares: $82,608,644
- HUBBELL INC · COM · 443510607 · shares: $31,915,200
- PAYPAY CORP · SPONSORED ADS · 70450C101 · shares: $13,779,843
- WALMART INC · COM · 931142103 · shares: $10,380,279
- WERIDE INC · SPONSORED ADS · 950915108 · shares: $8,716,183
- SHARKNINJA INC · COM SHS · G8068L108 · shares: $7,308,960
- AMPHENOL CORP · CL A · 032095101 · shares: $6,008,986
Reported holdings
10 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 594918104 | — | 287,000 shares | $107,056,740 |
| DUTCH BROS INC | CL A | 26701L100 | — | 1,418,394 shares | $101,854,873 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 190,100 shares | $90,786,057 |
| AMAZON COM INC | COM | 023135106 | — | 346,600 shares | $82,608,644 |
| HUBBELL INC | COM | 443510607 | — | 61,000 shares | $31,915,200 |
| PAYPAY CORP | SPONSORED ADS | 70450C101 | — | 961,608 shares | $13,779,843 |
| WALMART INC | COM | 931142103 | — | 91,650 shares | $10,380,279 |
| WERIDE INC | SPONSORED ADS | 950915108 | — | 1,497,626 shares | $8,716,183 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 48,000 shares | $7,308,960 |
| AMPHENOL CORP | CL A | 032095101 | — | 34,080 shares | $6,008,986 |