Joho Capital as of Dec. 31, 2025
Portfolio Holdings for Joho Capital
Joho Capital holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 37.1 | $174M | 359k | 483.62 | |
| Dutch Bros Cl A (BROS) | 18.5 | $87M | 1.4M | 61.22 | |
| Uber Technologies (UBER) | 15.7 | $74M | 902k | 81.71 | |
| Amazon (AMZN) | 13.0 | $61M | 265k | 230.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 12.3 | $58M | 190k | 303.89 | |
| Amphenol Corp Cl A (APH) | 2.3 | $11M | 79k | 135.14 | |
| Wal-Mart Stores (WMT) | 0.5 | $2.3M | 21k | 111.41 | |
| Quanta Services (PWR) | 0.4 | $1.7M | 4.1k | 422.06 | |
| Procter & Gamble Company (PG) | 0.2 | $752k | 5.3k | 143.31 |
