SEC Form 13F

JOHO CAPITAL LLC 13F Holdings

Inspect JOHO CAPITAL LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-15
Reported value
$460,415,765
Positions
10

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Step 1 of 3

Disclosed positions

JOHO CAPITAL LLC: source evidence dated 2026-08-15T03:59:59.999Z.

Issuer
MICROSOFT CORP
Ticker
MSFT
Class
COM
Reported value
$107,056,740
Reported amount
287,000
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-003778
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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What you should see

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Disclosed positions

See the complete disclosed positions

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MICROSOFT CORPMSFTCOM$107,056,740287,000SHNone
DUTCH BROS INCBROSCL A$101,854,8731,418,394SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$90,786,057190,100SHNone
AMAZON COM INCAMZNCOM$82,608,644346,600SHNone
HUBBELL INCHUBBCOM$31,915,20061,000SHNone
PAYPAY CORPPAYPSPONSORED ADS$13,779,843961,608SHNone
WALMART INCWMTCOM$10,380,27991,650SHNone
WERIDE INCWRDSPONSORED ADS$8,716,1831,497,626SHNone
SHARKNINJA INCSNCOM SHS$7,308,96048,000SHNone
AMPHENOL CORPAPHCL A$6,008,98634,080SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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