Joho Capital Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$373.1M
Q ending 2026-03-31
Prior quarter
$468.5M
Q ending 2025-12-31
Change
-20.4% QoQ · -35.6% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $114.1M | 308K |
| Dutch Bros Inc | BROS | Shares | $71.9M | 1.4M |
| Taiwan Semiconductor Manufac | TSM | Shares | $64.2M | 190K |
| Amazon Com Inc | AMZN | Shares | $55.6M | 267K |
| Wix Com Ltd | Shares | $24.9M | 276K | |
| Walmart Inc | WMT | Shares | $14.9M | 120K |
| Hubbell Inc | HUBB | Shares | $11.7M | 24K |
| Weride Inc | WRD | Shares | $6.4M | 788K |
| Sharkninja Inc | Shares | $5.1M | 48K | |
| Amphenol Corp | APH | Shares | $4.3M | 34K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.