Joho Capital as of Sept. 30, 2025
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 | 409k | 517.95 | |
| Uber Technologies (UBER) | 15.7 | $88M | 902k | 97.97 | |
| Dutch Bros Cl A (BROS) | 13.2 | $74M | 1.4M | 52.34 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 12.4 | $70M | 249k | 279.29 | |
| Amazon (AMZN) | 10.3 | $58M | 265k | 219.57 | |
| Quanta Services (PWR) | 8.6 | $48M | 117k | 414.42 | |
| Amphenol Corp Cl A (APH) | 1.7 | $9.7M | 79k | 123.75 | |
| Procter & Gamble Company (PG) | 0.3 | $1.9M | 13k | 153.65 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | 11k | 103.06 |
