Joho Capital LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Joho Capital LLC reported 10 stock positions worth $460.4 million. Its top holding was Microsoft (MSFT) at 23.3% of the portfolio, followed by Dutch Bros Class A (BROS, 22.1%) and Taiwan Semiconductor-SP ADR (TSM, 19.7%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 3 and reduced 2. The biggest buy was Hubbell (HUBB, shares +155%) and the biggest sale Microsoft (MSFT, shares −7%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001106500
Portfolio Value
$460.4M (Q2 2026)
SEC Filing
0001172661-26-003778 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $721.0M Q1 2024 Q2 2024: $706.9M Q2 2024 Q3 2024: $633.1M Q3 2024 Q4 2024: $576.3M Q4 2024 Q1 2025: $578.9M Q1 2025 Q2 2025: $709.9M Q2 2025 Q3 2025: $563.0M Q3 2025 Q4 2025: $468.5M Q4 2025 Q1 2026: $373.1M Q1 2026 Q2 2026: $460.4M $460.4M Q2 2026

Holdings 10 stocks · $460.4M
MSFT Microsoft Corp. 23.25% 287,000 $107.1M Reduce -6.9%
BROS Dutch Bros Inc. Class A 22.12% 1,418,394 $101.9M No change
TSM Taiwan Semiconductor-SP ADR 19.72% 190,100 $90.8M No change
AMZN Amazon.com Inc. 17.94% 346,600 $82.6M Add +29.9%
HUBB Hubbell Inc. 6.93% 61,000 $31.9M Add +155.2%
PAYP Paypay Corp. 2.99% 961,608 $13.8M New
WMT Walmart Inc. 2.25% 91,650 $10.4M Reduce -23.5%
WRD Weride Inc.-ADR 1.89% 1,497,626 $8.7M Add +90.1%
SN Sharkninja Inc. 1.59% 48,000 $7.3M No change
APH Amphenol Corp. Class A 1.31% 34,080 $6.0M No change

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -6.9% 23.25% −7.34
WIX Wix.com Ltd. Sold out 0.00% −6.67
WMT Walmart Inc. Reduce -23.5% 2.25% −1.74

Portfolio Buys Q1 2026 → Q2 2026
HUBB Hubbell Inc. Add +155.2% 6.93% +3.79
AMZN Amazon.com Inc. Add +29.9% 17.94% +3.05
PAYP Paypay Corp. New 2.99% +2.99
WRD Weride Inc.-ADR Add +90.1% 1.89% +0.19

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$460.4MMSFT, BROS, TSM, AMZN, HUBB
Q1 2026 10$373.1MMSFT, BROS, TSM, AMZN, WIX
Q4 2025 9$468.5MMSFT, BROS, UBER, AMZN, TSM
Q3 2025 9$563.0MMSFT, UBER, BROS, TSM, AMZN
Q2 2025 9$709.9MMSFT, BROS, UBER, PWR, TSM
Q1 2025 8$578.9MMSFT, BROS, ADBE, UBER, PWR
Q4 2024 10$576.3MMSFT, BROS, ADBE, PWR, UBER
Q3 2024 12$633.1MMSFT, UBER, PWR, BROS, ADBE
Q2 2024 12$706.9MMSFT, UBER, ADBE, PWR, SHLS
Q1 2024 16$721.0MMSFT, ADBE, UBER, PWR, SHLS