Institutional Manager · CIK 0001106500
JOHO CAPITAL LLC
New York, NY · File #028-05521
Latest AUM
$468.5M
Positions
9
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20259 pos · $468.5M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $563.0M
- 13F HOLDINGS REPORTQ/E Jun 20259 pos · $709.9M
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $578.9M
- 13F HOLDINGS REPORTQ/E Dec 202410 pos · $576.3M
- 13F HOLDINGS REPORTQ/E Sep 202412 pos · $633.1M
- 13F HOLDINGS REPORTQ/E Jun 202412 pos · $706.9M
- 13F HOLDINGS REPORTQ/E Mar 202416 pos · $721.0M
- 13F HOLDINGS REPORTQ/E Dec 202316 pos · $444.3M
- 13F HOLDINGS REPORTQ/E Sep 202319 pos · $497.8M
- 13F HOLDINGS REPORTQ/E Jun 202317 pos · $388.7M
- 13F HOLDINGS REPORTQ/E Mar 202315 pos · $309.0M
Top 9 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |