13F HOLDINGS REPORT
JOHO CAPITAL LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000868
Total Value
$468.5M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 359,300 | $173.8M | 37.09% |
| 2 | DUTCH BROS INC | BROS | 1,418,394 | $86.8M | 18.53% |
| 3 | UBER TECHNOLOGIES INC | UBER | 901,900 | $73.7M | 15.73% |
| 4 | AMAZON COM INC | AMZN | 264,500 | $61.1M | 13.03% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 190,100 | $57.8M | 12.33% |
| 6 | AMPHENOL CORP NEW | 032095101 | 78,480 | $10.6M | 2.26% |
| 7 | WALMART INC | WMT | 20,850 | $2.3M | 0.50% |
| 8 | QUANTA SVCS INC | 74762E102 | 4,110 | $1.7M | 0.37% |
| 9 | PROCTER AND GAMBLE CO | 742718109 | 5,250 | $752,378 | 0.16% |