JOHO CAPITAL LLC
CIK 0001106500 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
MSFT
MICROSOFT CORP
23.3%
BROS
DUTCH BROS INC
22.1%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
19.7%
AMZN
AMAZON COM INC
17.9%
HUBB
HUBBELL INC
6.9%
PAYP
PAYPAY CORP
3.0%
WMT
WALMART INC
2.3%
WRD
WERIDE INC
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.