Joho Capital LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Joho Capital LLC reported 9 stock positions worth $709.9 million. Its top holding was Microsoft (MSFT) at 39.0% of the portfolio, followed by Dutch Bros Class A (BROS, 16.9%) and Uber Technologies (UBER, 13.0%). Compared with Q1 2025, it opened 1 new position, added to 1 and reduced 2. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +48%) and the biggest sale Adobe (ADBE, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001106500
- Portfolio Value
- $709.9M (Q2 2025)
- SEC Filing
- 0001172661-25-003436 ↗ filed Aug 14, 2025
Holdings Value
Holdings 9 stocks · $709.9M
| MSFT Microsoft Corp. | 38.97% | 556,200 | $276.7M | No change |
| BROS Dutch Bros Inc. Class A | 16.90% | 1,754,789 | $120.0M | Reduce -8.6% |
| UBER Uber Technologies Inc. | 13.04% | 991,900 | $92.5M | No change |
| PWR Quanta Services Inc. | 12.21% | 229,193 | $86.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 7.95% | 249,100 | $56.4M | Add +48.3% |
| ADBE Adobe Inc. | 7.12% | 130,600 | $50.5M | Reduce -40.5% |
| MNDY Monday.com Ltd. | 2.21% | 50,000 | $15.7M | New |
| APH Amphenol Corp. Class A | 1.09% | 78,480 | $7.7M | No change |
| PG The Procter & Gamble Co. | 0.52% | 23,050 | $3.7M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $460.4M | MSFT, BROS, TSM, AMZN, HUBB |
| Q1 2026 | 10 | $373.1M | MSFT, BROS, TSM, AMZN, WIX |
| Q4 2025 | 9 | $468.5M | MSFT, BROS, UBER, AMZN, TSM |
| Q3 2025 | 9 | $563.0M | MSFT, UBER, BROS, TSM, AMZN |
| Q2 2025 | 9 | $709.9M | MSFT, BROS, UBER, PWR, TSM |
| Q1 2025 | 8 | $578.9M | MSFT, BROS, ADBE, UBER, PWR |
| Q4 2024 | 10 | $576.3M | MSFT, BROS, ADBE, PWR, UBER |
| Q3 2024 | 12 | $633.1M | MSFT, UBER, PWR, BROS, ADBE |
| Q2 2024 | 12 | $706.9M | MSFT, UBER, ADBE, PWR, SHLS |
| Q1 2024 | 16 | $721.0M | MSFT, ADBE, UBER, PWR, SHLS |