Joho Capital as of June 30, 2026
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 | 287k | 373.02 | |
| Dutch Bros Cl A (BROS) | 22.1 | $102M | 1.4M | 71.81 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 19.7 | $91M | 190k | 477.57 | |
| Amazon (AMZN) | 17.9 | $83M | 347k | 238.34 | |
| Hubbell (HUBB) | 6.9 | $32M | 61k | 523.20 | |
| Paypay Corp Sponsored Ads (PAYP) | 3.0 | $14M | 962k | 14.33 | |
| Wal-Mart Stores (WMT) | 2.3 | $10M | 92k | 113.26 | |
| Weride Sponsored Ads (WRD) | 1.9 | $8.7M | 1.5M | 5.82 | |
| Sharkninja Com Shs (SN) | 1.6 | $7.3M | 48k | 152.27 | |
| Amphenol Corp Cl A (APH) | 1.3 | $6.0M | 34k | 176.32 |
