JOHO CAPITAL LLC

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    9

  • Value ($000)

    $709,923

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001106500
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$276.66M
39 %

556,200

BROS
BROS

DUTCH BROS INC

CL A
26701L100
$119.97M
17 %

1,754,789

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$92.54M
13 %

991,900

PWR
PWR

QUANTA SVCS INC

COM
74762E102
$86.65M
12 %

229,193

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$56.42M
8 %

249,100

ADBE
ADBE

ADOBE INC

COM
00724F101
$50.53M
7 %

130,600

---

MONDAY COM LTD

SHS
M7S64H106
$15.72M
2 %

50,000

APH
APH

AMPHENOL CORP NEW

CL A
032095101
$7.75M
1 %

78,480

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$3.67M
1 %

23,050

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