SEC Form 13F

JOHO CAPITAL LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$460,415,765
Positions10

Largest disclosed positions

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

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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