JOHO CAPITAL LLC
CIK: 1106500
Holdings (10)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- MSFT
MICROSOFT CORP
$107.06M
287,000 sh23.25%-6.9% - BROS
DUTCH BROS INC
$101.85M
1.42M sh22.12%+0.0% - TSM
TAIWAN SEMICONDUCTOR MANUFAC
$90.79M
190,100 sh19.72%+0.0% - AMZN
AMAZON COM INC
$82.61M
346,600 sh17.94%+29.9% - HUBB
HUBBELL INC
$31.92M
61,000 sh6.93%+155.2% - PAYP
PAYPAY CORP
$13.78M
961,608 sh2.99%New - WMT
WALMART INC
$10.38M
91,650 sh2.25%-23.5% - WRD
WERIDE INC
$8.72M
1.50M sh1.89%+90.1% - SN
SHARKNINJA INC
$7.31M
48,000 sh1.59%+0.0% - APH
AMPHENOL CORP
$6.01M
34,080 sh1.31%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 MSFT MICROSOFT CORP | 287,000 | $107.06M | -6.9% | 23.25% | Q2 2026 |
 BROS DUTCH BROS INC | 1.42M | $101.85M | +0.0% | 22.12% | Q2 2026 |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 190,100 | $90.79M | +0.0% | 19.72% | Q2 2026 |
 AMZN AMAZON COM INC | 346,600 | $82.61M | +29.9% | 17.94% | Q2 2026 |
 HUBB HUBBELL INC | 61,000 | $31.92M | +155.2% | 6.93% | Q2 2026 |
 PAYP PAYPAY CORP | 961,608 | $13.78M | New | 2.99% | Q2 2026 |
 WMT WALMART INC | 91,650 | $10.38M | -23.5% | 2.25% | Q2 2026 |
 WRD WERIDE INC | 1.50M | $8.72M | +90.1% | 1.89% | Q2 2026 |
 SN SHARKNINJA INC | 48,000 | $7.31M | +0.0% | 1.59% | Q2 2026 |
 APH AMPHENOL CORP | 34,080 | $6.01M | +0.0% | 1.31% | Q2 2026 |
1-10 of 10 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About JOHO CAPITAL LLC
JOHO CAPITAL LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1106500). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 10 securities, not counting options, the same number as in Q1 2026.
Its five largest reported positions, in order, are MICROSOFT CORP (MSFT), DUTCH BROS INC (BROS), TAIWAN SEMICONDUCTOR MANUFAC (TSM), AMAZON COM INC (AMZN) and HUBBELL INC (HUBB). The next five are PAYPAY CORP (PAYP), WALMART INC (WMT), WERIDE INC (WRD), SHARKNINJA INC (SN) and AMPHENOL CORP (APH).
Recent 13F filings by JOHO CAPITAL LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 10 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 10 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 9 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 9 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 9 securities.
- Q1 2025: 13F-HR filed May 14, 2025, listing 8 securities.