Filed: 8/14/2026ACC: 0001172661-26-003778
📋 What this filing means
JOHO CAPITAL LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $460.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$460.42M
Total AUM (reported)
4.94M
Total Shares
Allocation by class
COM$231.96M50.4%
SPONSORED ADS$113.28M24.6%
CL A$107.86M23.4%
COM SHS$7.31M1.6%
Portfolio Concentration
Top 3$299.70M65.1%
4–10$160.72M34.9%
Top 3 weight
65.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.94M
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
4.94M
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
SOLEShares287K
TypeSH
Market value$107.06M
23.25%
Sole
0.00
Shared
0.00
None
287K
DUTCH BROS INC
SOLEShares1.42M
TypeSH
Market value$101.85M
22.12%
Sole
0.00
Shared
0.00
None
1.42M
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares190.10K
TypeSH
Market value$90.79M
19.72%
Sole
0.00
Shared
0.00
None
190.10K
AMAZON COM INC
SOLEShares346.60K
TypeSH
Market value$82.61M
17.94%
Sole
0.00
Shared
0.00
None
346.60K
HUBBELL INC
SOLEShares61K
TypeSH
Market value$31.92M
6.93%
Sole
0.00
Shared
0.00
None
61K
PAYPAY CORP
SOLEShares961.61K
TypeSH
Market value$13.78M
2.99%
Sole
0.00
Shared
0.00
None
961.61K
WALMART INC
SOLEShares91.65K
TypeSH
Market value$10.38M
2.25%
Sole
0.00
Shared
0.00
None
91.65K
WERIDE INC
SOLEShares1.50M
TypeSH
Market value$8.72M
1.89%
Sole
0.00
Shared
0.00
None
1.50M
SHARKNINJA INC
SOLEShares48K
TypeSH
Market value$7.31M
1.59%
Sole
0.00
Shared
0.00
None
48K
AMPHENOL CORP
SOLEShares34.08K
TypeSH
Market value$6.01M
1.31%
Sole
0.00
Shared
0.00
None
34.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 287K | SH | $107.06M 23.25% | 0.00 | 0.00 | 287K |
DUTCH BROS INCSOLE | CL A | 1.42M | SH | $101.85M 22.12% | 0.00 | 0.00 | 1.42M |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 190.10K | SH | $90.79M 19.72% | 0.00 | 0.00 | 190.10K |
AMAZON COM INCSOLE | COM | 346.60K | SH | $82.61M 17.94% | 0.00 | 0.00 | 346.60K |
HUBBELL INCSOLE | COM | 61K | SH | $31.92M 6.93% | 0.00 | 0.00 | 61K |
PAYPAY CORPSOLE | SPONSORED ADS | 961.61K | SH | $13.78M 2.99% | 0.00 | 0.00 | 961.61K |
WALMART INCSOLE | COM | 91.65K | SH | $10.38M 2.25% | 0.00 | 0.00 | 91.65K |
WERIDE INCSOLE | SPONSORED ADS | 1.50M | SH | $8.72M 1.89% | 0.00 | 0.00 | 1.50M |
SHARKNINJA INCSOLE | COM SHS | 48K | SH | $7.31M 1.59% | 0.00 | 0.00 | 48K |
AMPHENOL CORPSOLE | CL A | 34.08K | SH | $6.01M 1.31% | 0.00 | 0.00 | 34.08K |