JOHO CAPITAL LLC
10 holdingsFiling period: 2026-03-31Current AUM: $450.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 308.3K | $114.1M | $143.3M | 31.80% | -51,000 | 2026-03-31 |
| 2 | BROS | DUTCH BROS INC | 1.42M | $71.9M | $93.4M | 20.72% | -- | 2026-03-31 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 190.1K | $64.2M | $76.8M | 17.05% | -- | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 266.8K | $55.6M | $72.5M | 16.08% | +2.3K | 2026-03-31 |
| 5 | — | WIX COM LTD | 276.3K | $24.9M | $24.9M | 5.52% | -- | 2026-03-31 |
| 6 | WMT | WALMART INC | 119.8K | $14.9M | $13.3M | 2.96% | +99.0K | 2026-03-31 |
| 7 | HUBB | HUBBELL INC | 23.9K | $11.7M | $11.3M | 2.51% | -- | 2026-03-31 |
| 8 | WRD | WERIDE INC | 787.6K | $6.4M | $4.6M | 1.02% | -- | 2026-03-31 |
| 9 | — | SHARKNINJA INC | 48.0K | $5.1M | $5.1M | 1.13% | -- | 2026-03-31 |
| 10 | APH | AMPHENOL CORP | 34.1K | $4.3M | $5.5M | 1.22% | -44,400 | 2026-03-31 |
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