Holders — by stockHoldings — by fund
JOHO CAPITAL LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001106500
$460.4M
disclosed book value
10
positions
23.3%
largest position share
Positions, as of 2026-06-30
top 10 of 10 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 287,000 | $107.1M | 23.3% |
| 2 | BROSDUTCH BROS INC | 1.4M | $101.9M | 22.1% |
| 3 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 190,100 | $90.8M | 19.7% |
| 4 | AMZNAMAZON COM INC | 346,600 | $82.6M | 17.9% |
| 5 | HUBBHUBBELL INC | 61,000 | $31.9M | 6.9% |
| 6 | PAYPPAYPAY CORP | 961,608 | $13.8M | 3% |
| 7 | WMTWALMART INC | 91,650 | $10.4M | 2.3% |
| 8 | WRDWERIDE INC | 1.5M | $8.7M | 1.9% |
| 9 | SHARKNINJA INC | 48,000 | $7.3M | 1.6% |
| 10 | APHAMPHENOL CORP | 34,080 | $6.0M | 1.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.