Q2 2025 · 13F-HR
JOHO CAPITAL LLCholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003436
$709.9M
Reported value
9
Positions
2025-06-30
Period end
The Brief · JOHO CAPITAL LLC · Q2 2025
AI · grounded in 13F
JOHO CAPITAL LLC established a new position in MSFT valued at $276.7M. The fund also initiated new stakes in BROS for $120M and UBER for $92.5M. Additional new positions include QURE, TSM, and ADBE.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $276.7M | 39.0% | 556,200 | Common | NONE |
| 26701L100 | BROS | DUTCH BROS INC | $120.0M | 16.9% | 1,754,789 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $92.5M | 13.0% | 991,900 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $86.7M | 12.2% | 229,193 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $56.4M | 7.95% | 249,100 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $50.5M | 7.12% | 130,600 | Common | NONE |
| M7S64H106 | MNDY | MONDAY COM LTD | $15.7M | 2.21% | 50,000 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $7.7M | 1.09% | 78,480 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.7M | 0.52% | 23,050 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.