Joho Capital

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

  • Top 5 stock holdings are MSFT, BROS, TSM, AMZN, WIX, and represent 88.64% of Joho Capital's stock portfolio.
  • Added to shares of these 6 stocks: WIX (+$25M), WMT (+$12M), HUBB (+$12M), WRD (+$6.4M), SN (+$5.1M), AMZN.
  • Started 4 new stock positions in WIX, HUBB, WRD, SN.
  • Reduced shares in these 5 stocks: UBER (-$74M), MSFT (-$19M), APH (-$5.6M), , PG.
  • Sold out of its positions in PG, PWR, UBER.
  • Joho Capital was a net seller of stock by $-40M.
  • Joho Capital has $373M in assets under management (AUM), dropping by -20.38%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 30.6 $114M -14% 308k 370.17
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Dutch Bros Cl A (BROS) 19.3 $72M 1.4M 50.66
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 17.2 $64M 190k 337.95
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Amazon (AMZN) 14.9 $56M 267k 208.27
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Wix SHS (WIX) 6.7 $25M NEW 276k 90.07
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Wal-Mart Stores (WMT) 4.0 $15M +474% 120k 124.28
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Hubbell (HUBB) 3.1 $12M NEW 24k 490.74
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Weride Sponsored Ads (WRD) 1.7 $6.4M NEW 788k 8.09
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Sharkninja Com Shs (SN) 1.4 $5.1M NEW 48k 105.90
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Amphenol Corp Cl A (APH) 1.2 $4.3M -56% 34k 126.35
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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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