JOHO CAPITAL LLC
An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1106500.
- Reported value$460.4m
- Positions10
Holdings: 10 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Microsoft CorpMSFT | COM | 594918104 | 107 | 23.3% | 287,000 | Reduced−21,300 | |
| Dutch Bros IncBROS | CL A | 26701L100 | 102 | 22.1% | 1,418,394 | Unchanged | |
| Taiwan Semiconductor ManufacTSM | SPONSORED ADS | 874039100 | 90.8 | 19.7% | 190,100 | Unchanged | |
| Amazon Com IncAMZN | COM | 023135106 | 82.6 | 17.9% | 346,600 | Added+79,800 | |
| Hubbell IncHUBB | COM | 443510607 | 31.9 | 6.9% | 61,000 | Added+37,100 | |
| Paypay CorpPAYP | SPONSORED ADS | 70450C101 | 13.8 | 3.0% | 961,608 | New+961,608 | |
| Walmart IncWMT | COM | 931142103 | 10.4 | 2.3% | 91,650 | Reduced−28,200 | |
| Weride IncWRD | SPONSORED ADS | 950915108 | 8.7 | 1.9% | 1,497,626 | Added+709,990 | |
| Sharkninja Inc | COM SHS | G8068L108 | 7.3 | 1.6% | 48,000 | Unchanged | |
| Amphenol CorpAPH | CL A | 032095101 | 6.0 | 1.3% | 34,080 | Unchanged |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| WIX Com Ltd | SHS | M98068105 | 0.0 | 0.0% | 0 | Sold out−276,335 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003778 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.