Filed: 2/17/2026ACC: 0001172661-26-000868
📋 What this filing means
JOHO CAPITAL LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $468.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$468.53M
Total AUM (reported)
3.24M
Total Shares
Allocation by class
COM$313.32M66.9%
CL A$97.44M20.8%
SPONSORED ADS$57.77M12.3%
Portfolio Concentration
Top 3$334.29M71.3%
4–10$134.24M28.7%
Top 3 weight
71.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.24M
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
3.24M
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
SOLEShares359.30K
TypeSH
Market value$173.76M
37.09%
Sole
0.00
Shared
0.00
None
359.30K
DUTCH BROS INC
SOLEShares1.42M
TypeSH
Market value$86.83M
18.53%
Sole
0.00
Shared
0.00
None
1.42M
UBER TECHNOLOGIES INC
SOLEShares901.90K
TypeSH
Market value$73.69M
15.73%
Sole
0.00
Shared
0.00
None
901.90K
AMAZON COM INC
SOLEShares264.50K
TypeSH
Market value$61.05M
13.03%
Sole
0.00
Shared
0.00
None
264.50K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares190.10K
TypeSH
Market value$57.77M
12.33%
Sole
0.00
Shared
0.00
None
190.10K
AMPHENOL CORP NEW
SOLEShares78.48K
TypeSH
Market value$10.61M
2.26%
Sole
0.00
Shared
0.00
None
78.48K
WALMART INC
SOLEShares20.85K
TypeSH
Market value$2.32M
0.50%
Sole
0.00
Shared
0.00
None
20.85K
QUANTA SVCS INC
SOLEShares4.11K
TypeSH
Market value$1.73M
0.37%
Sole
0.00
Shared
0.00
None
4.11K
PROCTER AND GAMBLE CO
SOLEShares5.25K
TypeSH
Market value$752.4K
0.16%
Sole
0.00
Shared
0.00
None
5.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 359.30K | SH | $173.76M 37.09% | 0.00 | 0.00 | 359.30K |
DUTCH BROS INCSOLE | CL A | 1.42M | SH | $86.83M 18.53% | 0.00 | 0.00 | 1.42M |
UBER TECHNOLOGIES INCSOLE | COM | 901.90K | SH | $73.69M 15.73% | 0.00 | 0.00 | 901.90K |
AMAZON COM INCSOLE | COM | 264.50K | SH | $61.05M 13.03% | 0.00 | 0.00 | 264.50K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 190.10K | SH | $57.77M 12.33% | 0.00 | 0.00 | 190.10K |
AMPHENOL CORP NEWSOLE | CL A | 78.48K | SH | $10.61M 2.26% | 0.00 | 0.00 | 78.48K |
WALMART INCSOLE | COM | 20.85K | SH | $2.32M 0.50% | 0.00 | 0.00 | 20.85K |
QUANTA SVCS INCSOLE | COM | 4.11K | SH | $1.73M 0.37% | 0.00 | 0.00 | 4.11K |
PROCTER AND GAMBLE COSOLE | COM | 5.25K | SH | $752.4K 0.16% | 0.00 | 0.00 | 5.25K |