Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 9
- 0 vs. Q2 2025
- Portfolio value
- $563.0M
- −$146.9M (−20.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 408,700 | $211.7M | 37.6% | −147,500−26.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 901,900 | $88.4M | 15.7% | −90,000−9.1% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 1,418,394 | $74.2M | 13.2% | −336,395−19.2% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 249,100 | $69.6M | 12.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 264,500 | $58.1M | 10.3% | +264,500 | New | History |
| PWRQuanta Services, Inc. | COM | 116,493 | $48.3M | 8.6% | −112,700−49.2% | Reduced | History |
| APHAmphenol Corp | CL A | 78,480 | $9.71M | 1.7% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 12,550 | $1.93M | 0.3% | −10,500−45.6% | Reduced | History |
| WMTWalmart Inc. | Stock | 11,050 | $1.14M | 0.2% | +11,050 | New | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.