Joho Capital as of March 31, 2026
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 | 308k | 370.17 | |
| Dutch Bros Cl A (BROS) | 19.3 | $72M | 1.4M | 50.66 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 17.2 | $64M | 190k | 337.95 | |
| Amazon (AMZN) | 14.9 | $56M | 267k | 208.27 | |
| Wix SHS (WIX) | 6.7 | $25M | 276k | 90.07 | |
| Wal-Mart Stores (WMT) | 4.0 | $15M | 120k | 124.28 | |
| Hubbell (HUBB) | 3.1 | $12M | 24k | 490.74 | |
| Weride Sponsored Ads (WRD) | 1.7 | $6.4M | 788k | 8.09 | |
| Sharkninja Com Shs (SN) | 1.4 | $5.1M | 48k | 105.90 | |
| Amphenol Corp Cl A (APH) | 1.2 | $4.3M | 34k | 126.35 |
