Joho Capital LLC
10 holdingsFiling period: 2026-06-30Current AUM: $445.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 287.0K | $107.1M | $149.5M | 33.58% | -21,300 | 2026-06-30 |
| 2 | BROS | Dutch Bros Inc | 1.42M | $101.9M | $59.2M | 13.30% | -- | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Manufac | 190.1K | $90.8M | $78.4M | 17.60% | -- | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 346.6K | $82.6M | $86.8M | 19.49% | +79.8K | 2026-06-30 |
| 5 | HUBB | Hubbell Inc | 61.0K | $31.9M | $27.2M | 6.11% | +37.1K | 2026-06-30 |
| 6 | PAYP | Paypay Corp | 961.6K | $13.8M | $14.6M | 3.28% | -- | 2026-06-30 |
| 7 | WMT | Walmart Inc | 91.7K | $10.4M | $11.1M | 2.49% | -28,200 | 2026-06-30 |
| 8 | WRD | Weride Inc | 1.50M | $8.7M | $6.2M | 1.39% | +710.0K | 2026-06-30 |
| 9 | — | Sharkninja Inc | 48.0K | $7.3M | $7.3M | 1.64% | -- | 2026-06-30 |
| 10 | APH | Amphenol Corp | 34.1K | $6.0M | $5.0M | 1.12% | -- | 2026-06-30 |
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