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13F-HR filed by JOHO CAPITAL LLC

JOHO CAPITAL LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 9 holding rows worth $562,987,504.

Accession
0001172661-25-004905
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 9 entries on the cover page, a total value of $562,987,504 stated on the cover page (in dollars after the unit check, H1), rows summing to $562,987,504 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 Corp594918104COM408,700$211,686,165dollars as filed
Uber Technologies90353T100COM901,900$88,359,143dollars as filed
DUTCH BROS INC26701L100CL A1,418,394$74,238,742dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS249,100$69,571,139dollars as filed
Amazon.com, Inc023135106COM264,500$58,076,265dollars as filed
QUANTA SVCS INC74762E102COM116,493$48,277,029dollars as filed
AMPHENOL CORP NEW032095101COM78,480$9,711,900dollars as filed
Procter & Gamble Co742718109COM12,550$1,928,308dollars as filed
Walmart Inc.931142103COM11,050$1,138,813dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-004905this filing2025-11-14acceptance time not in the bulk data set