JOHO CAPITAL LLC: 13F holdings
CIK 11065002026Q2
| Positions | 10 |
|---|---|
| Reported value | $460.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP | 287,000 | $107.1m | 23.3% |
| BROS DUTCH BROS INC | 1,418,394 | $101.9m | 22.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 190,100 | $90.8m | 19.7% |
| AMZN AMAZON COM INC | 346,600 | $82.6m | 17.9% |
| HUBB HUBBELL INC | 61,000 | $31.9m | 6.9% |
| PAYPAY CORP | 961,608 | $13.8m | 3.0% |
| WMT WALMART INC | 91,650 | $10.4m | 2.3% |
| WRD WERIDE INC | 1,497,626 | $8.7m | 1.9% |
| SHARKNINJA INC | 48,000 | $7.3m | 1.6% |
| APH AMPHENOL CORP | 34,080 | $6.0m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1106500")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.