§ 13F · FUND PROFILE
JOHO CAPITAL LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 9Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$468.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 359K | $173.8T | 37.1% | NEW |
| 2 | BROS | DUTCH BROS INC | 1.42M | $86.8T | 18.5% | NEW |
| 3 | UBER | UBER TECHNOLOGIES INC | 902K | $73.7T | 15.7% | NEW |
| 4 | AMZN | AMAZON COM INC | 265K | $61.1T | 13.0% | NEW |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 190K | $57.8T | 12.3% | NEW |
| 6 | APH | AMPHENOL CORP NEW | 78K | $10.6T | 2.3% | NEW |
| 7 | WMT | WALMART INC | 21K | $2.3T | 0.5% | NEW |
| 8 | PWR | QUANTA SVCS INC | 4K | $1.7T | 0.4% | NEW |
| 9 | PG | PROCTER AND GAMBLE CO | 5K | $752.4B | 0.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOHO SIGNAL
AC read
JOHO CAPITAL LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed