Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 9
- 0 vs. Q3 2025
- Portfolio value
- $468.5M
- −$94.5M (−16.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 359,300 | $173.8M | 37.1% | −49,400−12.1% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 1,418,394 | $86.8M | 18.5% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 901,900 | $73.7M | 15.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 264,500 | $61.1M | 13.0% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 190,100 | $57.8M | 12.3% | −59,000−23.7% | Reduced | History |
| APHAmphenol Corp | CL A | 78,480 | $10.6M | 2.3% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 20,850 | $2.32M | 0.5% | +9,800+88.7% | Added | History |
| PWRQuanta Services, Inc. | COM | 4,110 | $1.73M | 0.4% | −112,383−96.5% | Reduced | History |
| PGProcter & Gamble Co | Stock | 5,250 | $752.4K | 0.2% | −7,300−58.2% | Reduced | History |