JOHO CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BROS | 1.42M | $74.24M |
 | UBER | 902K | $88.36M |
 | MSFT | 409K | $211.69M |
 | AMZN | 265K | $58.08M |
 | TSM | 249K | $69.57M |
 | PWR | 116K | $48.28M |
 | APH | 78K | $9.71M |
 | PG | 13K | $1.93M |
 | WMT | 11K | $1.14M |
Dutch Bros Inc.
BROS
Shares Held
1.42M
Value
$74.24M
Uber Technologies, Inc.
UBER
Shares Held
902K
Value
$88.36M
Microsoft Corporation
MSFT
Shares Held
409K
Value
$211.69M
Amazon.com, Inc.
AMZN
Shares Held
265K
Value
$58.08M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
249K
Value
$69.57M
Quanta Services, Inc.
PWR
Shares Held
116K
Value
$48.28M
Amphenol Corporation
APH
Shares Held
78K
Value
$9.71M
The Procter & Gamble Company
PG
Shares Held
13K
Value
$1.93M
Walmart Inc.
WMT
Shares Held
11K
Value
$1.14M