Joho Capital LLC
Net buyer this quarter
$460M
10
+$32.7M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MSFT | $107M | 23.25% | 0.00% | -6.9% | Q1 2019 |
 BROS | $102M | 22.12% | 0.92% | Not reported | Q1 2023 |
 TSM | $90.8M | 19.72% | 0.00% | Not reported | Q1 2025 |
 AMZN | $82.6M | 17.94% | 0.00% | +29.9% | Q2 2015 |
 HUBB | $31.9M | 6.93% | 0.12% | +155.2% | Q1 2026 |
 PAYP | $13.8M | 2.99% | 0.14% | New | Q2 2026 |
 WMT | $10.4M | 2.25% | 0.00% | -23.5% | Q3 2025 |
 WRD | $8.72M | 1.89% | Not reported | +90.1% | Q1 2026 |
 SN | $7.31M | 1.59% | 0.03% | Not reported | Q1 2026 |
 APH | $6.01M | 1.31% | 0.00% | Not reported | Q1 2021 |
| Q1 2026 | |||||
| MSFT | $114M | 30.59% | 0.00% | -14.2% | Q1 2019 |
| BROS | $71.9M | 19.26% | 0.92% | Not reported | Q1 2023 |
| TSM | $64.2M | 17.22% | 0.00% | Not reported | Q1 2025 |
| AMZN | $55.6M | 14.89% | 0.00% | +0.9% | Q2 2015 |
 WIX | $24.9M | 6.67% | 0.50% | New | Q1 2026 |
| WMT | $14.9M | 3.99% | 0.00% | +474.8% | Q3 2025 |
| HUBB | $11.7M | 3.14% | 0.05% | New | Q1 2026 |
| WRD | $6.37M | 1.71% | Not reported | New | Q1 2026 |
| SN | $5.08M | 1.36% | 0.03% | New | Q1 2026 |
| APH | $4.31M | 1.15% | 0.00% | -56.6% | Q1 2021 |
| Q4 2025 | |||||
| MSFT | $174M | 37.09% | 0.00% | -12.1% | Q1 2019 |
| BROS | $86.8M | 18.53% | 0.92% | Not reported | Q1 2023 |
 UBER | $73.7M | 15.73% | 0.04% | Not reported | Q1 2021 |
| AMZN | $61.1M | 13.03% | 0.00% | Not reported | Q2 2015 |
| TSM | $57.8M | 12.33% | 0.00% | -23.7% | Q1 2025 |
| APH | $10.6M | 2.26% | 0.01% | Not reported | Q1 2021 |
| WMT | $2.32M | 0.50% | 0.00% | +88.7% | Q3 2025 |
 PWR | $1.73M | 0.37% | 0.00% | -96.5% | Q4 2022 |
 PG | $752K | 0.16% | 0.00% | -58.2% | Q3 2020 |
| Q3 2025 | |||||
| MSFT | $212M | 37.60% | 0.01% | -26.5% | Q1 2019 |
| UBER | $88.4M | 15.69% | 0.04% | -9.1% | Q1 2021 |
| BROS | $74.2M | 13.19% | 0.92% | -19.2% | Q1 2023 |
| TSM | $69.6M | 12.36% | 0.00% | Not reported | Q1 2025 |
| AMZN | $58.1M | 10.32% | 0.00% | Not reported | Q2 2015 |
| PWR | $48.3M | 8.58% | 0.08% | -49.2% | Q4 2022 |
| APH | $9.71M | 1.73% | 0.01% | Not reported | Q1 2021 |
| PG | $1.93M | 0.34% | 0.00% | -45.6% | Q3 2020 |
| WMT | $1.14M | 0.20% | 0.00% | New | Q3 2025 |