Joho Capital LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Joho Capital LLC reported 12 stock positions worth $706.9 million. Its top holding was Microsoft (MSFT) at 41.2% of the portfolio, followed by Uber Technologies (UBER, 12.8%) and Adobe (ADBE, 11.2%). Compared with Q1 2024, it sold out of 4, added to 3 and reduced 2. The biggest buy was Uber Technologies (UBER, shares +22%) and the biggest sale an exit from Nextpower (NXT).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001106500
Portfolio Value
$706.9M (Q2 2024)
SEC Filing
0001172661-24-003364 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $721.0M Q1 2024 Q2 2024: $706.9M $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 12 stocks · $706.9M
MSFT Microsoft Corp. 41.21% 651,700 $291.3M No change
UBER Uber Technologies Inc. 12.79% 1,243,900 $90.4M Add +22.1%
ADBE Adobe Inc. 11.21% 142,700 $79.3M Reduce -18.0%
PWR Quanta Services Inc. 10.43% 290,143 $73.7M No change
SHLS Shoals Technologies Group -A 8.51% 9,642,545 $60.2M Add +50.1%
BROS Dutch Bros Inc. Class A 7.99% 1,364,514 $56.5M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 3.89% 2,131,000 $27.5M No change
BMBL Bumble Inc. Class A 2.01% 1,350,000 $14.2M Add +145.4%
APH Amphenol Corp. Class A 0.75% 78,480 $5.3M No change
PG The Procter & Gamble Co. 0.54% 23,050 $3.8M No change
STZ Constellation Brands Inc. Class A 0.44% 12,115 $3.1M Reduce -33.5%
ANSS Ansys Inc. 0.24% 5,230 $1.7M No change

Portfolio Sells Q1 2024 → Q2 2024
NXT Nextpower Inc. Sold out 0.00% −4.46
ADBE Adobe Inc. Reduce -18.0% 11.21% −0.96
MTCH Match Group Inc. Sold out 0.00% −0.94
STZ Constellation Brands Inc. Class A Reduce -33.5% 0.44% −0.25
ADSK Autodesk Inc. Sold out 0.00% −0.22
MCD McDonald's Corp. Sold out 0.00% −0.16

Portfolio Buys Q1 2024 → Q2 2024
UBER Uber Technologies Inc. Add +22.1% 12.79% +1.91
BMBL Bumble Inc. Class A Add +145.4% 2.01% +1.14
SHLS Shoals Technologies Group -A Add +50.1% 8.51% −1.45

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