§ 13F · FUND PROFILE
JOHO CAPITAL LLC.
AUM · $460M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 287K | $107M | — | — |
| 2 | BROS | DUTCH BROS INC | 1.42M | $102M | — | — |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 190K | $91M | — | — |
| 4 | AMZN | AMAZON COM INC | 347K | $83M | — | — |
| 5 | HUBB | HUBBELL INC | 61K | $32M | — | — |
| 6 | PAYP | PAYPAY CORP | 962K | $14M | — | — |
| 7 | WMT | WALMART INC | 92K | $10M | — | — |
| 8 | WRD | WERIDE INC | 1.50M | $9M | — | — |
| 9 | SN | SHARKNINJA INC | 48K | $7M | — | — |
| 10 | APH | AMPHENOL CORP | 34K | $6M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOHO SIGNAL
AC read
JOHO CAPITAL LLC is a Other fund managing $460 million in assets. The fund runs a focused portfolio of just 10 positions.
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