JOHO CAPITAL LLC 13F Holdings
CIK 0001106500 · New York, NY
As of Sep 30, 2025, JOHO CAPITAL LLC reported 9 positions worth $563.0M in its SEC Form 13F filing.
Top 9 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 408,700 | $211.7M | 37.60% |
| UBER TECHNOLOGIES INC | UBER | Technology | 901,900 | $88.4M | 15.69% |
| DUTCH BROS INC | BROS | Consumer Cyclical | 1,418,394 | $74.2M | 13.19% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 249,100 | $69.6M | 12.36% |
| AMAZON.COM INC | AMZN | Equity | 264,500 | $58.1M | 10.32% |
| QUANTA SERVICES INC | PWR | Industrials | 116,493 | $48.3M | 8.58% |
| AMPHENOL CORP-CL A | APH | Technology | 78,480 | $9.7M | 1.73% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 12,550 |