JOHO CAPITAL LLC
10 holdingsFiling period: 2026-06-30Current AUM: $441.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 287.0K | $107.1M | $142.7M | 32.30% | -21,300 | 2026-06-30 |
| 2 | BROS | DUTCH BROS INC | 1.42M | $101.9M | $59.5M | 13.48% | -- | 2026-06-30 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 190.1K | $90.8M | $78.7M | 17.81% | -- | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 346.6K | $82.6M | $86.1M | 19.49% | +79.8K | 2026-06-30 |
| 5 | HUBB | HUBBELL INC | 61.0K | $31.9M | $26.8M | 6.06% | +37.1K | 2026-06-30 |
| 6 | PAYP | PAYPAY CORP | 961.6K | $13.8M | $17.1M | 3.88% | -- | 2026-06-30 |
| 7 | WMT | WALMART INC | 91.7K | $10.4M | $9.9M | 2.24% | -28,200 | 2026-06-30 |
| 8 | WRD | WERIDE INC | 1.50M | $8.7M | $8.4M | 1.90% | +710.0K | 2026-06-30 |
| 9 | — | SHARKNINJA INC | 48.0K | $7.3M | $7.3M | 1.65% | -- | 2026-06-30 |
| 10 | APH | AMPHENOL CORP | 34.1K | $6.0M | $5.3M | 1.20% | -- | 2026-06-30 |
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