Joho Capital LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Joho Capital LLC reported 16 stock positions worth $721.0 million. Its top holding was Microsoft (MSFT) at 38.0% of the portfolio, followed by Adobe (ADBE, 12.2%) and Uber Technologies (UBER, 10.9%). Compared with Q4 2023, it opened 2 new positions, sold out of 2, added to 4 and reduced 2. The biggest buy was Dutch Bros Class A (BROS, shares +429%) and the biggest sale Nextpower (NXT, shares −32%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001106500
Portfolio Value
$721.0M (Q1 2024)
SEC Filing
0001172661-24-002336 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $721.0M $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 Q2 2026

Holdings 16 stocks · $721.0M
MSFT Microsoft Corp. 38.03% 651,700 $274.2M No change
ADBE Adobe Inc. 12.18% 174,000 $87.8M Add +108.9%
UBER Uber Technologies Inc. 10.88% 1,018,900 $78.4M No change
PWR Quanta Services Inc. 10.45% 290,143 $75.4M No change
SHLS Shoals Technologies Group -A 9.96% 6,423,545 $71.8M Add +111.6%
BROS Dutch Bros Inc. Class A 6.25% 1,364,514 $45.0M Add +428.9%
NXT Nextpower Inc. filed as NEXTRACKER INC 4.46% 571,669 $32.2M Reduce -31.7%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 3.53% 2,131,000 $25.4M Add +85.3%
MTCH Match Group Inc. 0.94% 186,000 $6.7M New
BMBL Bumble Inc. Class A 0.87% 550,000 $6.2M New
STZ Constellation Brands Inc. Class A 0.69% 18,215 $5.0M No change
APH Amphenol Corp. Class A 0.63% 39,240 $4.5M No change
PG The Procter & Gamble Co. 0.52% 23,050 $3.7M No change
ANSS Ansys Inc. 0.25% 5,230 $1.8M No change
ADSK Autodesk Inc. 0.22% 6,020 $1.6M Reduce -39.3%
MCD McDonald's Corp. 0.16% 4,200 $1.2M No change

Portfolio Sells Q4 2023 → Q1 2024
NXT Nextpower Inc. Reduce -31.7% 4.46% −2.64
RIVN Rivian Automotive Inc. Class A Sold out 0.00% −1.56
INTU Intuit Inc. Sold out 0.00% −0.30
ADSK Autodesk Inc. Reduce -39.3% 0.22% −0.22

Portfolio Buys Q4 2023 → Q1 2024
BROS Dutch Bros Inc. Class A Add +428.9% 6.25% +4.76
ADBE Adobe Inc. Add +108.9% 12.18% +3.17
NU Nu Holdings Ltd./Cayman Isl-A Add +85.3% 3.53% +1.79
SHLS Shoals Technologies Group -A Add +111.6% 9.96% +1.41
MTCH Match Group Inc. New 0.94% +0.94
BMBL Bumble Inc. Class A New 0.87% +0.87

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