Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 8
- −2 vs. Q4 2024
- Portfolio value
- $578.9M
- +$2.62M (+0.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 556,200 | $208.8M | 36.1% | 00.0% | Unchanged | History |
| BROSDutch Bros Inc. | CL A | 1,919,514 | $118.5M | 20.5% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 219,400 | $84.1M | 14.5% | +29,500+15.5% | Added | History |
| UBERUber Technologies, Inc | Stock | 991,900 | $72.3M | 12.5% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 229,193 | $58.2M | 10.1% | −18,450−7.5% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 168,000 | $27.9M | 4.8% | +168,000 | New | History |
| APHAmphenol Corp | CL A | 78,480 | $5.15M | 0.9% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.90M | 0.7% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.