JOHO CAPITAL LLC
Top Portfolio Positions
10 positions ·
$373,064,302 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
308,300 | $114,123,411 | 30.59% | |
| BROS |
Dutch Bros Inc.
Consumer Cyclical
|
1,418,394 | $71,855,840 | 19.26% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
190,100 | $64,244,295 | 17.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
266,800 | $55,566,436 | 14.89% | |
| WIX |
Wix.com Ltd.
Technology
|
276,335 | $24,889,493 | 6.67% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
119,850 | $14,894,958 | 3.99% | |
| HUBB |
Hubbell Inc
Industrials
|
23,900 | $11,728,686 | 3.14% | |
| WRD |
WeRide Inc.
Technology
|
787,636 | $6,371,975 | 1.71% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
48,000 | $5,083,200 | 1.36% | |
| APH |
Amphenol Corp /De/
Technology
|
34,080 | $4,306,008 | 1.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BROS
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,855,840 | 1,418,394 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $86,834,080 | 1,418,394 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $74,238,741 | 1,418,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $119,974,923 | 1,754,789 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $118,510,794 | 1,919,514 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $100,544,143 | 1,919,514 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $61,482,033 | 1,919,514 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $56,490,879 | 1,364,514 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $45,028,962 | 1,364,514 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,170,955 | 258,003 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,924,169 | 254,803 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $11,285,678 | 356,803 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||