JOHO CAPITAL LLC

PrivateCIK: 1106500
Location

NEW YORK, NY

10
Positions
$373.06M
Total AUM (reported)
3.47M
Total Shares

Allocation by class

TOTAL AUM$373.06M10 positions
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 367.1%4–1032.9%TOP 10100.0%0%100%
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

SOLE
COM
Shares308.30K
TypeSH
Market value$114.12M
30.59%
Sole
0.00
Shared
0.00
None
308.30K

DUTCH BROS INC

SOLE
CL A
Shares1.42M
TypeSH
Market value$71.86M
19.26%
Sole
0.00
Shared
0.00
None
1.42M

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares190.10K
TypeSH
Market value$64.24M
17.22%
Sole
0.00
Shared
0.00
None
190.10K

AMAZON COM INC

SOLE
COM
Shares266.80K
TypeSH
Market value$55.57M
14.89%
Sole
0.00
Shared
0.00
None
266.80K

WIX COM LTD

SOLE
SHS
Shares276.33K
TypeSH
Market value$24.89M
6.67%
Sole
0.00
Shared
0.00
None
276.33K

WALMART INC

SOLE
COM
Shares119.85K
TypeSH
Market value$14.89M
3.99%
Sole
0.00
Shared
0.00
None
119.85K

HUBBELL INC

SOLE
COM
Shares23.90K
TypeSH
Market value$11.73M
3.14%
Sole
0.00
Shared
0.00
None
23.90K

WERIDE INC

SOLE
SPONSORED ADS
Shares787.64K
TypeSH
Market value$6.37M
1.71%
Sole
0.00
Shared
0.00
None
787.64K

SHARKNINJA INC

SOLE
COM SHS
Shares48K
TypeSH
Market value$5.08M
1.36%
Sole
0.00
Shared
0.00
None
48K

AMPHENOL CORP

SOLE
CL A
Shares34.08K
TypeSH
Market value$4.31M
1.15%
Sole
0.00
Shared
0.00
None
34.08K