13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004905
Total Value
$563.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 408,700 | $211.7M | 37.60% |
| 2 | UBER TECHNOLOGIES INC | UBER | 901,900 | $88.4M | 15.69% |
| 3 | DUTCH BROS INC | BROS | 1,418,394 | $74.2M | 13.19% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 249,100 | $69.6M | 12.36% |
| 5 | AMAZON COM INC | AMZN | 264,500 | $58.1M | 10.32% |
| 6 | QUANTA SVCS INC | 74762E102 | 116,493 | $48.3M | 8.58% |
| 7 | AMPHENOL CORP NEW | 032095101 | 78,480 | $9.7M | 1.73% |
| 8 | PROCTER AND GAMBLE CO | 742718109 | 12,550 | $1.9M | 0.34% |
| 9 | WALMART INC | WMT | 11,050 | $1.1M | 0.20% |