JOHO CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BROS | 1.42M | $71.86M |
 | WRD | 788K | $6.37M |
 | MSFT | 308K | $114.12M |
 | WIX | 276K | $24.89M |
 | AMZN | 267K | $55.57M |
 | TSM | 190K | $64.24M |
 | WMT | 120K | $14.89M |
 | SN | 48K | $5.08M |
 | APH | 34K | $4.31M |
 | HUBB | 24K | $11.73M |
Dutch Bros Inc.
BROS
Shares Held
1.42M
Value
$71.86M
WeRide Inc.
WRD
Shares Held
788K
Value
$6.37M
Microsoft Corporation
MSFT
Shares Held
308K
Value
$114.12M
Wix.com Ltd.
WIX
Shares Held
276K
Value
$24.89M
Amazon.com, Inc.
AMZN
Shares Held
267K
Value
$55.57M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
190K
Value
$64.24M
Walmart Inc.
WMT
Shares Held
120K
Value
$14.89M
SharkNinja, Inc.
SN
Shares Held
48K
Value
$5.08M
Amphenol Corporation
APH
Shares Held
34K
Value
$4.31M
Hubbell Incorporated
HUBB
Shares Held
24K
Value
$11.73M