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JOHO CAPITAL LLC 13F holdings

Filed 2026-08-14 · JOHO CAPITAL LLC · 10 positions · $460.4M

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TickerCompanySharesValue% of portfolio
MSFTMICROSOFT CORP287.0K$107.1M23.3%
BROSDUTCH BROS INC1.4M$101.9M22.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC190.1K$90.8M19.7%
AMZNAMAZON COM INC346.6K$82.6M17.9%
HUBBHUBBELL INC61.0K$31.9M6.9%
—PAYPAY CORP961.6K$13.8M3.0%
WMTWALMART INC91.7K$10.4M2.3%
WRDWERIDE INC1.5M$8.7M1.9%
—SHARKNINJA INC48.0K$7.3M1.6%
APHAMPHENOL CORP34.1K$6.0M1.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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