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JOHO CAPITAL LLC

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    10

  • Value ($000)

    $373,064

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$114.12M
31 %

308,300

B
BROS

DUTCH BROS INC

CL A
26701L100
$71.86M
19 %

1,418,394

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$64.24M
17 %

190,100

A
AMZN

AMAZON COM INC

COM
023135106
$55.57M
15 %

266,800

---

WIX COM LTD

SHS
M98068105
$24.89M
7 %

276,335

W
WMT

WALMART INC

COM
931142103
$14.89M
4 %

119,850

H
HUBB

HUBBELL INC

COM
443510607
$11.73M
3 %

23,900

---

WERIDE INC

SPONSORED ADS
950915108
$6.37M
2 %

787,636

---

SHARKNINJA INC

COM SHS
G8068L108
$5.08M
1 %

48,000

A
APH

AMPHENOL CORP

CL A
032095101
$4.31M
1 %

34,080

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