Joho Capital

Latest statistics and disclosures from Joho Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, UBER, BROS, TSM, AMZN, and represent 89.15% of Joho Capital's stock portfolio.
  • Added to shares of these 2 stocks: AMZN (+$58M), WMT.
  • Started 2 new stock positions in AMZN, WMT.
  • Reduced shares in these 7 stocks: MSFT (-$76M), , PWR (-$47M), BROS (-$18M), MNDY (-$16M), UBER (-$8.8M), PG.
  • Sold out of its positions in ADBE, MNDY.
  • Joho Capital was a net seller of stock by $-158M.
  • Joho Capital has $563M in assets under management (AUM), dropping by -20.70%.
  • Central Index Key (CIK): 0001106500

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Portfolio Holdings for Joho Capital

Joho Capital holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 37.6 $212M -26% 409k 517.95
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Uber Technologies (UBER) 15.7 $88M -9% 902k 97.97
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Dutch Bros Cl A (BROS) 13.2 $74M -19% 1.4M 52.34
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 12.4 $70M 249k 279.29
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Amazon (AMZN) 10.3 $58M NEW 265k 219.57
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Quanta Services (PWR) 8.6 $48M -49% 117k 414.42
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Amphenol Corp Cl A (APH) 1.7 $9.7M 79k 123.75
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Procter & Gamble Company (PG) 0.3 $1.9M -45% 13k 153.65
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Wal-Mart Stores (WMT) 0.2 $1.1M NEW 11k 103.06
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Past Filings by Joho Capital

SEC 13F filings are viewable for Joho Capital going back to 2010

View all past filings