Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 9
- +1 vs. Q1 2025
- Portfolio value
- $709.9M
- +$131.0M (+22.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 556,200 | $276.7M | 39.0% | 00.0% | Unchanged | History |
| BROSDutch Bros Inc. | CL A | 1,754,789 | $120.0M | 16.9% | −164,725−8.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 991,900 | $92.5M | 13.0% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 229,193 | $86.7M | 12.2% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 249,100 | $56.4M | 7.9% | +81,100+48.3% | Added | History |
| ADBEAdobe Inc. | Stock | 130,600 | $50.5M | 7.1% | −88,800−40.5% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 50,000 | $15.7M | 2.2% | +50,000 | New | History |
| APHAmphenol Corp | CL A | 78,480 | $7.75M | 1.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,050 | $3.67M | 0.5% | 00.0% | Unchanged | History |