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JOHO CAPITAL LLC

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    9

  • Value ($000)

    $468,530

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$173.76M
37 %

359,300

B
BROS

DUTCH BROS INC

CL A
26701L100
$86.83M
19 %

1,418,394

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$73.69M
16 %

901,900

A
AMZN

AMAZON COM INC

COM
023135106
$61.05M
13 %

264,500

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$57.77M
12 %

190,100

A
APH

AMPHENOL CORP NEW

CL A
032095101
$10.61M
2 %

78,480

W
WMT

WALMART INC

COM
931142103
$2.32M
1 %

20,850

P
PWR

QUANTA SVCS INC

COM
74762E102
$1.73M
0 %

4,110

P
PG

PROCTER AND GAMBLE CO

COM
742718109
$752.38K
0 %

5,250

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