# JOHO CAPITAL LLC: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1106500.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $460.4m
- Positions: 10 (10 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1106500/000117266126003778/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $107.1m | 23.3% | 287,000 |  | Reduced −21,300 |
| [DUTCH BROS INC (BROS)](/companies/bros.md) | CL A | $101.9m | 22.1% | 1,418,394 |  | Unchanged |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $90.8m | 19.7% | 190,100 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $82.6m | 17.9% | 346,600 |  | Added +79,800 |
| [HUBBELL INC (HUBB)](/companies/hubb.md) | COM | $31.9m | 6.9% | 61,000 |  | Added +37,100 |
| [PAYPAY CORP (PAYP)](/companies/payp.md) | SPONSORED ADS | $13.8m | 3.0% | 961,608 |  | New +961,608 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $10.4m | 2.3% | 91,650 |  | Reduced −28,200 |
| [WERIDE INC (WRD)](/companies/wrd.md) | SPONSORED ADS | $8.7m | 1.9% | 1,497,626 |  | Added +709,990 |
| SHARKNINJA INC | COM SHS | $7.3m | 1.6% | 48,000 |  | Unchanged |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $6.0m | 1.3% | 34,080 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| WIX COM LTD | SHS | $0 | 0.0% | 0 |  | Sold out −276,335 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003778. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.