Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 10
- +1 vs. Q4 2025
- Portfolio value
- $373.1M
- −$95.5M (−20.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 308,300 | $114.1M | 30.6% | −51,000−14.2% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 1,418,394 | $71.9M | 19.3% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 190,100 | $64.2M | 17.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 266,800 | $55.6M | 14.9% | +2,300+0.9% | Added | History |
| WIXWix.com Ltd. | SHS | 276,335 | $24.9M | 6.7% | +276,335 | New | History |
| WMTWalmart Inc. | Stock | 119,850 | $14.9M | 4.0% | +99,000+474.8% | Added | History |
| HUBBHubbell Inc | COM | 23,900 | $11.7M | 3.1% | +23,900 | New | History |
| WRDWeRide Inc. | ADR | 787,636 | $6.37M | 1.7% | +787,636 | New | History |
| SNSharkNinja, Inc. | COM SHS | 48,000 | $5.08M | 1.4% | +48,000 | New | History |
| APHAmphenol Corp | CL A | 34,080 | $4.31M | 1.2% | −44,400−56.6% | Reduced | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.