Joho Capital LLC reported 10 holdings worth US$460M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Joho Capital LLC reported 10 holdings worth US$460M as of Jun 30, 2026. Largest: Microsoft Corp., Dutch Bros Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$460M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 287K | US$107M | 23.3% |
| Dutch Bros Inc. | 1.42M | US$102M | 22.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 190K | US$90.8M | 19.7% |
| Amazon.com, Inc. | 347K | US$82.6M | 17.9% |
| Hubbell Inc | 61,000 | US$31.9M | 6.9% |
| Walmart Inc. | 91,650 | US$10.4M | 2.3% |
| Weride Inc. Class A | 1.5M | US$8.72M | 1.9% |
| Sharkninja, Inc. | 48,000 | US$7.31M | 1.6% |
| Amphenol Corporation | 34,080 | US$6.01M | 1.3% |