JOHO CAPITAL LLC
CIK 0001106500 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
JOHO CAPITAL LLC reported 10 positions worth $460.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MSFT (23.3%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$460.4M
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
10 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $107.1M | 23.25% | 287,000 | — | — | |
| ▸ 2 | BROS | SH | $101.9M | 22.12% | 1,418,394 | — | — | |
| ▸ 3 | TSM | SH | $90.8M | 19.72% | 190,100 | — | — | |
| ▸ 4 | AMZN | SH | $82.6M | 17.94% | 346,600 | — | — | |
| ▸ 5 | HUBB | SH | $31.9M | 6.93% | 61,000 | — | — | |
| ▸ 6 | PAYP | SH | $13.8M | 2.99% | 961,608 | — | — | |
| ▸ 7 | WMT | SH | $10.4M | 2.25% | 91,650 | — | — | |
| ▸ 8 | WRD | SH | $8.7M | 1.89% | 1,497,626 | — | — | |
| ▸ 9 | SN | SH | $7.3M | 1.59% | 48,000 | — | — | |
| ▸ 10 | APH | SH | $6.0M | 1.31% | 34,080 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does JOHO CAPITAL LLC hold as of Q2 2026?
JOHO CAPITAL LLC reported 10 positions worth $460.4M in its Q2 2026 13F filing. Largest positions: MSFT (23.3%), BROS (22.1%), TSM (19.7%), AMZN (17.9%) and HUBB (6.9%).
What did JOHO CAPITAL LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JOHO CAPITAL LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.