Holdings
Joho Capital LLC
As of Jun 30, 2026, Joho Capital LLC reported 9 positions worth US$447M. Largest: Microsoft Corp., Dutch Bros Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 287K | US$107M | −21,300 | Jun 30, 2026 |
| Dutch Bros Inc. | 1.42M | US$102M | no change | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 190K | US$90.8M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 347K | US$82.6M | +79,800 | Jun 30, 2026 |
| Hubbell Inc | 61,000 | US$31.9M | +37,100 | Jun 30, 2026 |
| Walmart Inc. | 91,650 | US$10.4M | −28,200 | Jun 30, 2026 |
| Weride Inc. Class A | 1.5M | US$8.72M | +710K | Jun 30, 2026 |
| Sharkninja, Inc. | 48,000 | US$7.31M | no change | Jun 30, 2026 |
| Amphenol Corporation | 34,080 | US$6.01M | no change | Jun 30, 2026 |