JOHO CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BROS | 1.42M | $86.83M |
 | UBER | 902K | $73.69M |
 | MSFT | 359K | $173.76M |
 | AMZN | 265K | $61.05M |
 | TSM | 190K | $57.77M |
 | APH | 78K | $10.61M |
 | WMT | 21K | $2.32M |
 | PG | 5K | $752.38K |
 | PWR | 4K | $1.73M |
Dutch Bros Inc.
BROS
Shares Held
1.42M
Value
$86.83M
Uber Technologies, Inc.
UBER
Shares Held
902K
Value
$73.69M
Microsoft Corporation
MSFT
Shares Held
359K
Value
$173.76M
Amazon.com, Inc.
AMZN
Shares Held
265K
Value
$61.05M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
190K
Value
$57.77M
Amphenol Corporation
APH
Shares Held
78K
Value
$10.61M
Walmart Inc.
WMT
Shares Held
21K
Value
$2.32M
The Procter & Gamble Company
PG
Shares Held
5K
Value
$752.38K
Quanta Services, Inc.
PWR
Shares Held
4K
Value
$1.73M