Institutions / Joho Capital LLC
Joho Capital LLC
CIK 1106500 · Institution · as of Mar 31, 2026
Portfolio value
$373.06M
Positions
10
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$373.06M-20.4%Positions
10+11.1%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $114.12M | 30.6% |
| Dutch Bros Inc. | $71.86M | 19.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $64.24M | 17.2% |
| Amazon.com Inc | $55.57M | 14.9% |
| Wix.com Ltd. | $24.89M | 6.7% |
| Walmart Inc. | $14.89M | 4.0% |
| Hubbell Inc | $11.73M | 3.1% |
| WeRide Inc. | $6.37M | 1.7% |
| Sharkninja Inc | $5.08M | 1.4% |
| Amphenol Corp /De | $4.31M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Uber Technologies, Inc | $-73.69M | -902K -100.00% | — | high |
| Q1 2026 as of | New | Wix.com Ltd. | $24.89M | +276K | 276,335 6.67% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp | $-18.88M | -51K -14.19% | 308,300 30.59% of portfolio | medium |
| Q1 2026 as of | Add | Walmart Inc. | $12.30M | +99K +474.82% | 119,850 3.99% of portfolio | medium |
| Q1 2026 as of | New | Hubbell Inc | $11.73M | +24K | 23,900 3.14% of portfolio | medium |
| Q1 2026 as of | New | WeRide Inc. | $6.37M | +788K | 787,636 1.71% of portfolio | medium |
| Q1 2026 as of | Trim | Amphenol Corp /De | $-5.61M | -44K -56.57% | 34,080 1.15% of portfolio | medium |
| Q1 2026 as of | New | G8068L108 | $5.08M | +48K | 48,000 1.36% of portfolio | medium |
| Q1 2026 as of | Exit | Quanta Services Inc | $-1.73M | -4K -100.00% | — | low |
| Q1 2026 as of | Exit | PROCTER & GAMBLE Co | $-752.4K | -5K -100.00% | — | low |