Filed: 11/14/2025ACC: 0001172661-25-004905
📋 What this filing means
JOHO CAPITAL LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $562.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$562.99M
Total AUM (reported)
3.46M
Total Shares
Allocation by class
COM$409.47M72.7%
CL A$83.95M14.9%
SPONSORED ADS$69.57M12.4%
Portfolio Concentration
Top 3$374.28M66.5%
4–10$188.70M33.5%
Top 3 weight
66.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.46M
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
3.46M
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
SOLEShares408.70K
TypeSH
Market value$211.69M
37.60%
Sole
0.00
Shared
0.00
None
408.70K
UBER TECHNOLOGIES INC
SOLEShares901.90K
TypeSH
Market value$88.36M
15.69%
Sole
0.00
Shared
0.00
None
901.90K
DUTCH BROS INC
SOLEShares1.42M
TypeSH
Market value$74.24M
13.19%
Sole
0.00
Shared
0.00
None
1.42M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares249.10K
TypeSH
Market value$69.57M
12.36%
Sole
0.00
Shared
0.00
None
249.10K
AMAZON COM INC
SOLEShares264.50K
TypeSH
Market value$58.08M
10.32%
Sole
0.00
Shared
0.00
None
264.50K
QUANTA SVCS INC
SOLEShares116.49K
TypeSH
Market value$48.28M
8.58%
Sole
0.00
Shared
0.00
None
116.49K
AMPHENOL CORP NEW
SOLEShares78.48K
TypeSH
Market value$9.71M
1.73%
Sole
0.00
Shared
0.00
None
78.48K
PROCTER AND GAMBLE CO
SOLEShares12.55K
TypeSH
Market value$1.93M
0.34%
Sole
0.00
Shared
0.00
None
12.55K
WALMART INC
SOLEShares11.05K
TypeSH
Market value$1.14M
0.20%
Sole
0.00
Shared
0.00
None
11.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 408.70K | SH | $211.69M 37.60% | 0.00 | 0.00 | 408.70K |
UBER TECHNOLOGIES INCSOLE | COM | 901.90K | SH | $88.36M 15.69% | 0.00 | 0.00 | 901.90K |
DUTCH BROS INCSOLE | CL A | 1.42M | SH | $74.24M 13.19% | 0.00 | 0.00 | 1.42M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 249.10K | SH | $69.57M 12.36% | 0.00 | 0.00 | 249.10K |
AMAZON COM INCSOLE | COM | 264.50K | SH | $58.08M 10.32% | 0.00 | 0.00 | 264.50K |
QUANTA SVCS INCSOLE | COM | 116.49K | SH | $48.28M 8.58% | 0.00 | 0.00 | 116.49K |
AMPHENOL CORP NEWSOLE | CL A | 78.48K | SH | $9.71M 1.73% | 0.00 | 0.00 | 78.48K |
PROCTER AND GAMBLE COSOLE | COM | 12.55K | SH | $1.93M 0.34% | 0.00 | 0.00 | 12.55K |
WALMART INCSOLE | COM | 11.05K | SH | $1.14M 0.20% | 0.00 | 0.00 | 11.05K |