Q4 2025 · 13F-HR
JOHO CAPITAL LLCholdings as filed
Filed 2026-02-17 · accession 0001172661-26-000868
$468.5M
Reported value
9
Positions
2025-12-31
Period end
The Brief · JOHO CAPITAL LLC · Q4 2025
AI · grounded in 13F
JOHO CAPITAL LLC trimmed its position in QURE by 96.47%. The fund also reduced its holdings in PG by 58.17% and TSM by 23.69%. Conversely, the fund accumulated shares of WMT, increasing the position by 88.69%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $173.8M | 37.1% | 359,300 | Common | NONE |
| 26701L100 | BROS | DUTCH BROS INC | $86.8M | 18.5% | 1,418,394 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $73.7M | 15.7% | 901,900 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $61.1M | 13.0% | 264,500 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $57.8M | 12.3% | 190,100 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $10.6M | 2.26% | 78,480 | Common | NONE |
| 931142103 | WMT | WALMART INC | $2.3M | 0.50% | 20,850 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $1.7M | 0.37% | 4,110 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $752,378 | 0.16% | 5,250 | 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.