Filed: 5/15/2026ACC: 0001172661-26-002083
📋 What this filing means
JOHO CAPITAL LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $373.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$373.06M
Total AUM (reported)
3.47M
Total Shares
Allocation by class
COM$196.31M52.6%
CL A$76.16M20.4%
SPONSORED ADS$70.62M18.9%
SHS$24.89M6.7%
COM SHS$5.08M1.4%
Portfolio Concentration
Top 3$250.22M67.1%
4–10$122.84M32.9%
Top 3 weight
67.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.47M
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
3.47M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings10
Rows:
MICROSOFT CORP
SOLEShares308.30K
TypeSH
Market value$114.12M
30.59%
Sole
0.00
Shared
0.00
None
308.30K
DUTCH BROS INC
SOLEShares1.42M
TypeSH
Market value$71.86M
19.26%
Sole
0.00
Shared
0.00
None
1.42M
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares190.10K
TypeSH
Market value$64.24M
17.22%
Sole
0.00
Shared
0.00
None
190.10K
AMAZON COM INC
SOLEShares266.80K
TypeSH
Market value$55.57M
14.89%
Sole
0.00
Shared
0.00
None
266.80K
WIX COM LTD
SOLEShares276.33K
TypeSH
Market value$24.89M
6.67%
Sole
0.00
Shared
0.00
None
276.33K
WALMART INC
SOLEShares119.85K
TypeSH
Market value$14.89M
3.99%
Sole
0.00
Shared
0.00
None
119.85K
HUBBELL INC
SOLEShares23.90K
TypeSH
Market value$11.73M
3.14%
Sole
0.00
Shared
0.00
None
23.90K
WERIDE INC
SOLEShares787.64K
TypeSH
Market value$6.37M
1.71%
Sole
0.00
Shared
0.00
None
787.64K
SHARKNINJA INC
SOLEShares48K
TypeSH
Market value$5.08M
1.36%
Sole
0.00
Shared
0.00
None
48K
AMPHENOL CORP
SOLEShares34.08K
TypeSH
Market value$4.31M
1.15%
Sole
0.00
Shared
0.00
None
34.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 308.30K | SH | $114.12M 30.59% | 0.00 | 0.00 | 308.30K |
DUTCH BROS INCSOLE | CL A | 1.42M | SH | $71.86M 19.26% | 0.00 | 0.00 | 1.42M |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 190.10K | SH | $64.24M 17.22% | 0.00 | 0.00 | 190.10K |
AMAZON COM INCSOLE | COM | 266.80K | SH | $55.57M 14.89% | 0.00 | 0.00 | 266.80K |
WIX COM LTDSOLE | SHS | 276.33K | SH | $24.89M 6.67% | 0.00 | 0.00 | 276.33K |
WALMART INCSOLE | COM | 119.85K | SH | $14.89M 3.99% | 0.00 | 0.00 | 119.85K |
HUBBELL INCSOLE | COM | 23.90K | SH | $11.73M 3.14% | 0.00 | 0.00 | 23.90K |
WERIDE INCSOLE | SPONSORED ADS | 787.64K | SH | $6.37M 1.71% | 0.00 | 0.00 | 787.64K |
SHARKNINJA INCSOLE | COM SHS | 48K | SH | $5.08M 1.36% | 0.00 | 0.00 | 48K |
AMPHENOL CORPSOLE | CL A | 34.08K | SH | $4.31M 1.15% | 0.00 | 0.00 | 34.08K |