Institutional
JOHO CAPITAL LLC
CIK 0001106500
$373.1M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · JOHO CAPITAL LLC · Q1 2026
AI · grounded in 13F
JOHO CAPITAL LLC closed its position in UBER, reducing exposure by $73.7M. The fund established new positions in WIX for $24.9M and HUBB for $11.7M. Additionally, the fund increased its stake in WMT by 474.8% and added new holdings in WRD and SN.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $114.1M | 30.59% | -51,000 | -14.2% |
| 2 | BROS | DUTCH BROS INC | $71.9M | 19.26% | — | HELD |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.2M | 17.22% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $55.6M | 14.89% | +2,300 | +0.9% |
| 5 | WIX | WIX COM LTD | $24.9M | 6.67% | +276,335 | NEW |
| 6 | WMT | WALMART INC | $14.9M | 3.99% | +99,000 | +474.8% |
| 7 | HUBB | HUBBELL INC | $11.7M | 3.14% | +23,900 | NEW |
| 8 | WRD | WERIDE INC | $6.4M | 1.71% | +787,636 | NEW |
| 9 | SN | SHARKNINJA INC | $5.1M | 1.36% | +48,000 | NEW |
| 10 | APH | AMPHENOL CORP | $4.3M | 1.15% | -44,400 | -56.6% |
| 11 | UBER | UBER TECHNOLOGIES INC | — | — | -901,900 | EXITED |
| 12 | QURE | QUANTA SVCS INC | — | — | -4,110 | EXITED |
| 13 | PG | PROCTER AND GAMBLE CO | — | — | -5,250 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002083. 13F discloses long positions only — shorts, foreign equities, and options are excluded.