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13F-HR filed by JOHO CAPITAL LLC

JOHO CAPITAL LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 9 holding rows worth $468,530,106.

Accession
0001172661-26-000868
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 9 entries on the cover page, a total value of $468,530,106 stated on the cover page (in dollars after the unit check, H1), rows summing to $468,530,106 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 Corp594918104COM359,300$173,764,666dollars as filed
DUTCH BROS INC26701L100CL A1,418,394$86,834,081dollars as filed
Uber Technologies90353T100COM901,900$73,694,249dollars as filed
Amazon.com, Inc023135106COM264,500$61,051,890dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS190,100$57,769,489dollars as filed
AMPHENOL CORP NEW032095101COM78,480$10,605,787dollars as filed
Walmart Inc.931142103COM20,850$2,322,899dollars as filed
QUANTA SVCS INC74762E102COM4,110$1,734,667dollars as filed
Procter & Gamble Co742718109COM5,250$752,378dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-000868this filing2026-02-17acceptance time not in the bulk data set