Q1 2026 · 13F-HR
JOHO CAPITAL LLCholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002083
$373.1M
Reported value
10
Positions
2026-03-31
Period end
The Brief · JOHO CAPITAL LLC · Q1 2026
AI · grounded in 13F
JOHO CAPITAL LLC closed its position in UBER, reducing exposure by $73.7M. The fund established new positions in WIX for $24.9M and HUBB for $11.7M. Additionally, the fund increased its stake in WMT by 474.8% and added new holdings in WRD and SN.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $114.1M | 30.6% | 308,300 | Common | NONE |
| 26701L100 | BROS | DUTCH BROS INC | $71.9M | 19.3% | 1,418,394 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.2M | 17.2% | 190,100 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $55.6M | 14.9% | 266,800 | Common | NONE |
| M98068105 | WIX | WIX COM LTD | $24.9M | 6.67% | 276,335 | Common | NONE |
| 931142103 | WMT | WALMART INC | $14.9M | 3.99% | 119,850 | Common | NONE |
| 443510607 | HUBB | HUBBELL INC | $11.7M | 3.14% | 23,900 | Common | NONE |
| 950915108 | WRD | WERIDE INC | $6.4M | 1.71% | 787,636 | Common | NONE |
| G8068L108 | SN | SHARKNINJA INC | $5.1M | 1.36% | 48,000 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP | $4.3M | 1.15% | 34,080 | 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.