Joho Capital LLC
- SEC CIK
- 0001106500
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 10
- 0 vs. Q1 2026
- Portfolio value
- $460.4M
- +$87.4M (+23.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 287,000 | $107.1M | 23.3% | −21,300−6.9% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 1,418,394 | $101.9M | 22.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 190,100 | $90.8M | 19.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 346,600 | $82.6M | 17.9% | +79,800+29.9% | Added | History |
| HUBBHubbell Inc | COM | 61,000 | $31.9M | 6.9% | +37,100+155.2% | Added | History |
| PAYPPayPay Corp | SPONSORED ADS | 961,608 | $13.8M | 3.0% | +961,608 | New | History |
| WMTWalmart Inc. | Stock | 91,650 | $10.4M | 2.3% | −28,200−23.5% | Reduced | History |
| WRDWeRide Inc. | ADR | 1,497,626 | $8.72M | 1.9% | +709,990+90.1% | Added | History |
| SNSharkNinja, Inc. | COM SHS | 48,000 | $7.31M | 1.6% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 34,080 | $6.01M | 1.3% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.