Joho Capital

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

  • Top 5 stock holdings are MSFT, BROS, TSM, AMZN, HUBB, and represent 89.97% of Joho Capital's stock portfolio.
  • Added to shares of these 4 stocks: HUBB (+$19M), AMZN (+$19M), PAYP (+$14M), WRD.
  • Started 1 new stock position in PAYP.
  • Reduced shares in these 3 stocks: WIX (-$25M), MSFT (-$7.9M), WMT.
  • Sold out of its position in WIX.
  • Joho Capital was a net buyer of stock by $20M.
  • Joho Capital has $460M in assets under management (AUM), dropping by 23.41%.
  • Central Index Key (CIK): 0001106500

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Portfolio Holdings for Joho Capital

Joho Capital holds 10 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 23.3 $107M -6% 287k 373.02
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Dutch Bros Cl A (BROS) 22.1 $102M 1.4M 71.81
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 19.7 $91M 190k 477.57
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Amazon (AMZN) 17.9 $83M +29% 347k 238.34
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Hubbell (HUBB) 6.9 $32M +155% 61k 523.20
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Paypay Corp Sponsored Ads (PAYP) 3.0 $14M NEW 962k 14.33
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Wal-Mart Stores (WMT) 2.3 $10M -23% 92k 113.26
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Weride Sponsored Ads (WRD) 1.9 $8.7M +90% 1.5M 5.82
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Sharkninja Com Shs (SN) 1.6 $7.3M 48k 152.27
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Amphenol Corp Cl A (APH) 1.3 $6.0M 34k 176.32
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Past Filings by Joho Capital

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

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