Stock Taper 
JOHO CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 WeRide Inc. | WRD | 1.5M | $8.72M |
 Dutch Bros Inc. | BROS | 1.42M | $101.85M |
 Amazon.com, Inc. | AMZN | 346.6K | $82.61M |
 Microsoft Corporation | MSFT | 287K | $107.06M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 190.1K | $90.79M |
 Walmart Inc. | WMT | 91.65K | $10.38M |
 Hubbell Incorporated | HUBB | 61K | $31.92M |
 SharkNinja, Inc. | SN | 48K | $7.31M |
 Amphenol Corporation | APH | 34.08K | $6.01M |