account_balance

Investment manager · 13F filer · SEC CIK 1106500

Joho Capital LLC

Reported value$460Mas of Jun 30, 2026
Positions10 1 new, 1 sold out
Top 10 weight100.0%MSFT alone is 23%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 10 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 10 as a list
MSFT Microsoft Corp 23.3% Trimmed −7%BROS Dutch Bros Inc. 22.1% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 19.7% HeldAMZN Amazon.com Inc 17.9% Added +30%HUBB Hubbell Inc 6.9% Added +155%PAYP PayPay Corp 3.0% NewWMT Walmart Inc. 2.3% Trimmed −24%WRD WeRide Inc. 1.9% Added +90%SN SharkNinja, Inc. 1.6% HeldAPH Amphenol Corp 1.3% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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