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13F-HR filed by JOHO CAPITAL LLC

JOHO CAPITAL LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 9 holding rows worth $709,923,338.

Accession
0001172661-25-003436
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 9 entries on the cover page, a total value of $709,923,338 stated on the cover page (in dollars after the unit check, H1), rows summing to $709,923,338 with VALUE read as dollars as filed, 13F file number 028-05521. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM556,200$276,659,442dollars as filed
DUTCH BROS INC26701L100CL A1,754,789$119,974,924dollars as filed
Uber Technologies90353T100COM991,900$92,544,270dollars as filed
QUANTA SVCS INC74762E102COM229,193$86,653,289dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS249,100$56,418,659dollars as filed
Adobe Inc00724F101COM130,600$50,526,528dollars as filed
MONDAY COM LTD SHSM7S64H106Stock50,000$15,724,000dollars as filed
AMPHENOL CORP NEW032095101COM78,480$7,749,900dollars as filed
Procter & Gamble Co742718109COM23,050$3,672,326dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-003436this filing2025-08-14acceptance time not in the bulk data set