Filed: 5/14/2025ACC: 0001172661-25-001848
📋 What this filing means
JOHO CAPITAL LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $578.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$578.89M
Total AUM (reported)
4.19M
Total Shares
Allocation by class
COM$427.35M73.8%
CL A$123.66M21.4%
SPONSORED ADS$27.89M4.8%
Portfolio Concentration
Top 3$411.45M71.1%
4–10$167.44M28.9%
Top 3 weight
71.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.19M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings8
Rows:
MICROSOFT CORP
SOLEShares556.20K
TypeSH
Market value$208.79M
36.07%
Sole
0.00
Shared
0.00
None
556.20K
DUTCH BROS INC
SOLEShares1.92M
TypeSH
Market value$118.51M
20.47%
Sole
0.00
Shared
0.00
None
1.92M
ADOBE INC
SOLEShares219.40K
TypeSH
Market value$84.15M
14.54%
Sole
0.00
Shared
0.00
None
219.40K
UBER TECHNOLOGIES INC
SOLEShares991.90K
TypeSH
Market value$72.27M
12.48%
Sole
0.00
Shared
0.00
None
991.90K
QUANTA SVCS INC
SOLEShares229.19K
TypeSH
Market value$58.23M
10.06%
Sole
0.00
Shared
0.00
None
229.19K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares168K
TypeSH
Market value$27.89M
4.82%
Sole
0.00
Shared
0.00
None
168K
AMPHENOL CORP NEW
SOLEShares78.48K
TypeSH
Market value$5.15M
0.89%
Sole
0.00
Shared
0.00
None
78.48K
PROCTER AND GAMBLE CO
SOLEShares23.05K
TypeSH
Market value$3.90M
0.67%
Sole
0.00
Shared
0.00
None
23.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 556.20K | SH | $208.79M 36.07% | 0.00 | 0.00 | 556.20K |
DUTCH BROS INCSOLE | CL A | 1.92M | SH | $118.51M 20.47% | 0.00 | 0.00 | 1.92M |
ADOBE INCSOLE | COM | 219.40K | SH | $84.15M 14.54% | 0.00 | 0.00 | 219.40K |
UBER TECHNOLOGIES INCSOLE | COM | 991.90K | SH | $72.27M 12.48% | 0.00 | 0.00 | 991.90K |
QUANTA SVCS INCSOLE | COM | 229.19K | SH | $58.23M 10.06% | 0.00 | 0.00 | 229.19K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 168K | SH | $27.89M 4.82% | 0.00 | 0.00 | 168K |
AMPHENOL CORP NEWSOLE | CL A | 78.48K | SH | $5.15M 0.89% | 0.00 | 0.00 | 78.48K |
PROCTER AND GAMBLE COSOLE | COM | 23.05K | SH | $3.90M 0.67% | 0.00 | 0.00 | 23.05K |