JOHO CAPITAL LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    9

  • Value ($000)

    $562,988

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001106500
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$211.69 M
38 %

408,700

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$88.36 M
16 %

901,900

BROS
BROS

DUTCH BROS INC

CL A
26701L100
$74.24 M
13 %

1,418,394

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$69.57 M
12 %

249,100

AMZN
AMZN

AMAZON COM INC

COM
023135106
$58.08 M
10 %

264,500

PWR
PWR

QUANTA SVCS INC

COM
74762E102
$48.28 M
9 %

116,493

APH
APH

AMPHENOL CORP NEW

CL A
032095101
$9.71 M
2 %

78,480

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$1.93 M
0 %

12,550

WMT
WMT

WALMART INC

COM
931142103
$1.14 M
0 %

11,050

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