Joho Capital LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Joho Capital LLC reported 12 stock positions worth $633.1 million. Its top holding was Microsoft (MSFT) at 44.3% of the portfolio, followed by Uber Technologies (UBER, 14.8%) and Quanta Services (PWR, 13.7%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 2. The biggest buy was Dutch Bros Class A (BROS, shares +41%) and the biggest sale an exit from Shoals Technologies Group -A (SHLS).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001106500
Portfolio Value
$633.1M (Q3 2024)
SEC Filing
0001172661-24-004879 ↗ filed Nov 14, 2024

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 $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 · $633.1M
MSFT Microsoft Corp. 44.29% 651,700 $280.4M No change
UBER Uber Technologies Inc. 14.77% 1,243,900 $93.5M No change
PWR Quanta Services Inc. 13.66% 290,143 $86.5M No change
BROS Dutch Bros Inc. Class A 9.71% 1,919,514 $61.5M Add +40.7%
ADBE Adobe Inc. 9.46% 115,700 $59.9M Reduce -18.9%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 4.59% 2,131,000 $29.1M No change
BMBL Bumble Inc. Class A 1.36% 1,350,000 $8.6M No change
APH Amphenol Corp. Class A 0.81% 78,480 $5.1M No change
PG The Procter & Gamble Co. 0.63% 23,050 $4.0M No change
STZ Constellation Brands Inc. Class A 0.40% 9,815 $2.5M Reduce -19.0%
ANSS Ansys Inc. 0.26% 5,230 $1.7M No change
TXRH Texas Roadhouse Inc. 0.04% 1,600 $283K New

Portfolio Sells Q2 2024 → Q3 2024
SHLS Shoals Technologies Group -A Sold out 0.00% −8.51
ADBE Adobe Inc. Reduce -18.9% 9.46% −1.75
STZ Constellation Brands Inc. Class A Reduce -19.0% 0.40% −0.04

Portfolio Buys Q2 2024 → Q3 2024
BROS Dutch Bros Inc. Class A Add +40.7% 9.71% +1.72
TXRH Texas Roadhouse Inc. New 0.04% +0.04

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