JOHO CAPITAL LLC

New York, NY · CIK 1106500 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityJOHO CAPITAL, L.L.C. (US)

Others nearbyNew York, NY

$460.4m reported value +23.4% vs Q1 2026

10positions

100.0%in top 10

1 new 3 added 2 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	287,000	$107.1m23.25%	23.25%	Reduced -21.3k	-21,300 -6.9%
2	DUTCH BROS INC CL A BROS	BROS	1,418,394	$101.9m22.12%	22.12%	Unchanged
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	190,100	$90.8m19.72%	19.72%	Unchanged
4	AMAZON COM INC COM AMZN	AMZN	346,600	$82.6m17.94%	17.94%	Added +79.8k	+79,800 29.9%
5	HUBBELL INC COM HUBB	HUBB	61,000	$31.9m6.93%	6.93%	Added +37.1k	+37,100 155.2%
6	PAYPAY CORP SPONSORED ADS PAYP	PAYP	961,608	$13.8m2.99%	2.99%	New
7	WALMART INC COM WMT	WMT	91,650	$10.4m2.25%	2.25%	Reduced -28.2k	-28,200 -23.5%
8	WERIDE INC SPONSORED ADS WRD	WRD	1,497,626	$8.7m1.89%	1.89%	Added +710.0k	+709,990 90.1%
9	SHARKNINJA INC COM SHS SN	SN	48,000	$7.3m1.59%	1.59%	Unchanged
10	AMPHENOL CORP CL A APH	APH	34,080	$6.0m1.31%	1.31%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WIX COM LTD WIX	WIX	276,335	$24.9m276.3k shares