Institutional Fund
Joho Capital LLC
New York, NYCIK 11065005 filings on record
Portfolio Value
$373.06M
Q1 2026
Holdings
10
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-20.4%
from $468.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp30.6%
- Dutch Bros Inc19.3%
- Taiwan Semiconductor Mfg Ltd17.2%
- Amazon Com Inc14.9%
- Wix Com Ltd6.7%
- Walmart Inc4.0%
- Other7.4%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 308.3K | $114.12M | 30.6% | −51.0K | Reduced |
| 2 | Dutch Bros Inc | 1.42M | $71.86M | 19.3% | 0 | Held |
| 3 | Taiwan Semiconductor Mfg Ltd | 190.1K | $64.24M | 17.2% | 0 | Held |
| 4 | Amazon Com Inc | 266.8K | $55.57M | 14.9% | +2.3K | Added |
| 5 | Wix Com Ltd | 276.3K | $24.89M | 6.7% | +276.3K | New |
| 6 | Walmart Inc | 119.8K | $14.89M | 4.0% | +99.0K | Added |
| 7 | Hubbell Inc | 23.9K | $11.73M | 3.1% | +23.9K | New |
| 8 | Weride Inc | 787.6K | $6.37M | 1.7% | +787.6K | New |
| 9 | Sharkninja Inc | 48.0K | $5.08M | 1.4% | +48.0K | New |
| 10 | Amphenol Corp New | 34.1K | $4.31M | 1.2% | −44.4K | Reduced |