Filed: 8/14/2025ACC: 0001172661-25-003436
📋 What this filing means
JOHO CAPITAL LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $709.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$709.92M
Total AUM (reported)
4.06M
Total Shares
Allocation by class
COM$510.06M71.8%
CL A$127.72M18.0%
SPONSORED ADS$56.42M7.9%
SHS$15.72M2.2%
Portfolio Concentration
Top 3$489.18M68.9%
4–10$220.74M31.1%
Top 3 weight
68.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.06M
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
4.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings9
Rows:
MICROSOFT CORP
SOLEShares556.20K
TypeSH
Market value$276.66M
38.97%
Sole
0.00
Shared
0.00
None
556.20K
DUTCH BROS INC
SOLEShares1.75M
TypeSH
Market value$119.97M
16.90%
Sole
0.00
Shared
0.00
None
1.75M
UBER TECHNOLOGIES INC
SOLEShares991.90K
TypeSH
Market value$92.54M
13.04%
Sole
0.00
Shared
0.00
None
991.90K
QUANTA SVCS INC
SOLEShares229.19K
TypeSH
Market value$86.65M
12.21%
Sole
0.00
Shared
0.00
None
229.19K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares249.10K
TypeSH
Market value$56.42M
7.95%
Sole
0.00
Shared
0.00
None
249.10K
ADOBE INC
SOLEShares130.60K
TypeSH
Market value$50.53M
7.12%
Sole
0.00
Shared
0.00
None
130.60K
MONDAY COM LTD
SOLEShares50K
TypeSH
Market value$15.72M
2.21%
Sole
0.00
Shared
0.00
None
50K
AMPHENOL CORP NEW
SOLEShares78.48K
TypeSH
Market value$7.75M
1.09%
Sole
0.00
Shared
0.00
None
78.48K
PROCTER AND GAMBLE CO
SOLEShares23.05K
TypeSH
Market value$3.67M
0.52%
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 | $276.66M 38.97% | 0.00 | 0.00 | 556.20K |
DUTCH BROS INCSOLE | CL A | 1.75M | SH | $119.97M 16.90% | 0.00 | 0.00 | 1.75M |
UBER TECHNOLOGIES INCSOLE | COM | 991.90K | SH | $92.54M 13.04% | 0.00 | 0.00 | 991.90K |
QUANTA SVCS INCSOLE | COM | 229.19K | SH | $86.65M 12.21% | 0.00 | 0.00 | 229.19K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 249.10K | SH | $56.42M 7.95% | 0.00 | 0.00 | 249.10K |
ADOBE INCSOLE | COM | 130.60K | SH | $50.53M 7.12% | 0.00 | 0.00 | 130.60K |
MONDAY COM LTDSOLE | SHS | 50K | SH | $15.72M 2.21% | 0.00 | 0.00 | 50K |
AMPHENOL CORP NEWSOLE | CL A | 78.48K | SH | $7.75M 1.09% | 0.00 | 0.00 | 78.48K |
PROCTER AND GAMBLE COSOLE | COM | 23.05K | SH | $3.67M 0.52% | 0.00 | 0.00 | 23.05K |