JOHO CAPITAL LLC
CIK 1106500
13F filing for Q2 2026・No. 4,116
- Holdings
- US$460.42M
- Quarter change
- +US$87.35M
- Entries
- 10
- Net bought (estimate)
- +US$20.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 1
- Cut 2
- Added 3
- Corporate actions 0
- Unchanged 4
Largest holdings
10 stocks worth US$460.42M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftCOM | Cut | 287,000 | US$107.06M | 23.25% |
| BROSDUTCH BROS INCCL A | Unchanged | 1,418,394 | US$101.85M | 22.12% |
| TSMTSMC ADRSPONSORED ADS | Unchanged | 190,100 | US$90.79M | 19.72% |
| AMZNAmazonCOM | Added | 346,600 | US$82.61M | 17.94% |
| HUBBHUBBELL INCCOM | Added | 61,000 | US$31.92M | 6.93% |
| PAYPPAYPAY CORPSPONSORED ADS | New | 961,608 | US$13.78M | 2.99% |
| WMTWALMART INCCOM | Cut | 91,650 | US$10.38M | 2.25% |
| WRDWERIDE INCSPONSORED ADS | Added | 1,497,626 | US$8.72M | 1.89% |
| SNSHARKNINJA INCCOM SHS | Unchanged | 48,000 | US$7.31M | 1.59% |
| APHAMPHENOL CORPCL A | Unchanged | 34,080 | US$6.01M | 1.31% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.