Institutional
JOHO CAPITAL LLC
CIK 0001106500
$373.1M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $114.1M | 30.59% | — | HELD |
| 2 | BROS | DUTCH BROS INC | $64.61 | -0.09% | 13.93% | -15.25% | $71.9M | 19.26% | — | HELD |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.67 | -4.50% | 61.05% | 241.53% | $64.2M | 17.22% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $55.6M | 14.89% | — | HELD |
| 5 | WIX | WIX COM LTD | $61.22 | 4.56% | -52.53% | -72.43% | $24.9M | 6.67% | — | HELD |
| 6 | WMT | WALMART INC | $114.22 | 0.99% | 16.94% | 145.72% | $14.9M | 3.99% | — | HELD |
| 7 | HUBB | HUBBELL INC | $460.96 | -4.69% | 10.23% | 142.70% | $11.7M | 3.14% | — | HELD |
| 8 | WRD | WERIDE INC | $5.78 | -0.52% | -33.18% | -66.72% | $6.4M | 1.71% | — | HELD |
| 9 | SN | SHARKNINJA INC | $159.22 | -0.39% | 42.46% | 369.12% | $5.1M | 1.36% | — | HELD |
| 10 | APH | AMPHENOL CORP | $150.31 | 4.49% | 45.08% | 310.42% | $4.3M | 1.15% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002083. 13F discloses long positions only — shorts, foreign equities, and options are excluded.