Institutions / Joho Capital LLC / Activity
Activity — Joho Capital LLC
11 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Uber Technologies, Inc Common stock | $-73.69M | -902K -100.00% | 0 | high |
| Q1 2026 as of | New | Wix.com Ltd. Common stock | $24.89M | +276K | 276,335 6.67% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-18.88M | -51K -14.19% | 308,300 30.59% of portfolio | medium |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $12.30M | +99K +474.82% | 119,850 3.99% of portfolio | medium |
| Q1 2026 as of | New | Hubbell Inc Common stock | $11.73M | +24K | 23,900 3.14% of portfolio | medium |
| Q1 2026 as of | New | WeRide Inc. Common stock | $6.37M | +788K | 787,636 1.71% of portfolio | medium |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-5.61M | -44K -56.57% | 34,080 1.15% of portfolio | medium |
| Q1 2026 as of | New | G8068L108 Common stock | $5.08M | +48K | 48,000 1.36% of portfolio | medium |
| Q1 2026 as of | Exit | Quanta Services Inc Common stock | $-1.73M | -4K -100.00% | 0 | low |
| Q1 2026 as of | Exit | PROCTER & GAMBLE Co Common stock | $-752.4K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $479.0K | +2K +0.87% | 266,800 14.89% of portfolio | low |