Joho Capital LLC 13F Holdings · Q2 2026
Joho Capital LLC reported 10 securities worth $460.42M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MSFT (23.25%), BROS (22.12%), TSM (19.72%). Among its top 25 positions this quarter: 1 new, 3 added, 2 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $107.1M | 23.25% | 287,000 | Trimmed |
| 2 | BROS | DUTCH BROS INC | $101.9M | 22.12% | 1.4M | Hold |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $90.8M | 19.72% | 190,100 | Hold |
| 4 | AMZN | AMAZON COM INC | $82.6M | 17.94% | 346,600 | Added |
| 5 | HUBB | HUBBELL INC | $31.9M | 6.93% | 61,000 | Added |
| 6 | PAYP | PAYPAY CORP | $13.8M | 2.99% | 961,608 | New |
| 7 | WMT | WALMART INC | $10.4M | 2.25% | 91,650 | Trimmed |
| 8 | WRD | WERIDE INC | $8.7M | 1.89% | 1.5M | Added |
| 9 | SN | SHARKNINJA INC | $7.3M | 1.59% | 48,000 | Hold |
| 10 | APH | AMPHENOL CORP | $6.0M | 1.31% | 34,080 | Hold |
| 11 | WIX | WIX COM LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR