13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003436
Total Value
$709.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 556,200 | $276.7M | 38.97% |
| 2 | DUTCH BROS INC | BROS | 1,754,789 | $120.0M | 16.90% |
| 3 | UBER TECHNOLOGIES INC | UBER | 991,900 | $92.5M | 13.04% |
| 4 | QUANTA SVCS INC | 74762E102 | 229,193 | $86.7M | 12.21% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 249,100 | $56.4M | 7.95% |
| 6 | ADOBE INC | ADBE | 130,600 | $50.5M | 7.12% |
| 7 | MONDAY COM LTD | MNDY | 50,000 | $15.7M | 2.21% |
| 8 | AMPHENOL CORP NEW | 032095101 | 78,480 | $7.7M | 1.09% |
| 9 | PROCTER AND GAMBLE CO | 742718109 | 23,050 | $3.7M | 0.52% |