Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JOHO CAPITAL LLC (CIK 1106500) reported $373.1M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($114.1M, 30.59%), BROS ($71.9M, 19.26%), TSM ($64.2M, 17.22%), AMZN ($55.6M, 14.89%), WIX ($24.9M, 6.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $114.1M | 30.59% | 308,300 | Trimmed |
| 2 | BROS | DUTCH BROS INC | $71.9M | 19.26% | 1.4M | Hold |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.2M | 17.22% | 190,100 | Hold |
| 4 | AMZN | AMAZON COM INC | $55.6M | 14.89% | 266,800 | Added |
| 5 | WIX | WIX COM LTD | $24.9M | 6.67% | 276,335 | New |
| 6 | WMT | WALMART INC | $14.9M | 3.99% | 119,850 | Added |
| 7 | HUBB | HUBBELL INC | $11.7M | 3.14% | 23,900 | New |
| 8 | WRD | WERIDE INC | $6.4M | 1.71% | 787,636 | New |
| 9 | SN | SHARKNINJA INC | $5.1M | 1.36% | 48,000 | New |
| 10 | APH | AMPHENOL CORP | $4.3M | 1.15% | 34,080 | Trimmed |
| 11 | PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | Exited |
| 12 | PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | Exited |
| 13 | UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31