Joho Capital LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Joho Capital LLC reported 10 stock positions worth $373.1 million. Its top holding was Microsoft (MSFT) at 30.6% of the portfolio, followed by Dutch Bros Class A (BROS, 19.3%) and Taiwan Semiconductor-SP ADR (TSM, 17.2%). Compared with Q4 2025, it opened 4 new positions, sold out of 3, added to 2 and reduced 2. The biggest buy was a new position in Wix.com (WIX) and the biggest sale an exit from Uber Technologies (UBER).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001106500
Portfolio Value
$373.1M (Q1 2026)
SEC Filing
0001172661-26-002083 ↗ filed May 15, 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 $373.1M Q1 2026 Q2 2026: $460.4M Q2 2026

Holdings 10 stocks · $373.1M
MSFT Microsoft Corp. 30.59% 308,300 $114.1M Reduce -14.2%
BROS Dutch Bros Inc. Class A 19.26% 1,418,394 $71.9M No change
TSM Taiwan Semiconductor-SP ADR 17.22% 190,100 $64.2M No change
AMZN Amazon.com Inc. 14.89% 266,800 $55.6M Add +0.9%
WIX Wix.com Ltd. 6.67% 276,335 $24.9M New
WMT Walmart Inc. 3.99% 119,850 $14.9M Add +474.8%
HUBB Hubbell Inc. 3.14% 23,900 $11.7M New
WRD Weride Inc.-ADR 1.71% 787,636 $6.4M New
SN Sharkninja Inc. 1.36% 48,000 $5.1M New
APH Amphenol Corp. Class A 1.15% 34,080 $4.3M Reduce -56.6%

Portfolio Sells Q4 2025 → Q1 2026
UBER Uber Technologies Inc. Sold out 0.00% −15.73
MSFT Microsoft Corp. Reduce -14.2% 30.59% −6.50
APH Amphenol Corp. Class A Reduce -56.6% 1.15% −1.11
PWR Quanta Services Inc. Sold out 0.00% −0.37
PG The Procter & Gamble Co. Sold out 0.00% −0.16

Portfolio Buys Q4 2025 → Q1 2026
WIX Wix.com Ltd. New 6.67% +6.67
WMT Walmart Inc. Add +474.8% 3.99% +3.50
HUBB Hubbell Inc. New 3.14% +3.14
AMZN Amazon.com Inc. Add +0.9% 14.89% +1.86
WRD Weride Inc.-ADR New 1.71% +1.71
SN Sharkninja Inc. New 1.36% +1.36

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