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13F-HR filed by JOHO CAPITAL LLC

JOHO CAPITAL LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 10 holding rows worth $460,415,765.

Accession
0001172661-26-003778
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 10 entries on the cover page, a total value of $460,415,765 stated on the cover page (in dollars after the unit check, H1), rows summing to $460,415,765 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 Corp594918104COM287,000$107,056,740dollars as filed
DUTCH BROS INC26701L100CL A1,418,394$101,854,873dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS190,100$90,786,057dollars as filed
Amazon.com, Inc023135106COM346,600$82,608,644dollars as filed
HUBBELL INC COM443510607Stock61,000$31,915,200dollars as filed
PAYPAY CORP70450C101SPONSORED ADS961,608$13,779,843dollars as filed
Walmart Inc.931142103COM91,650$10,380,279dollars as filed
WERIDE INC950915108SPONSORED ADS1,497,626$8,716,183dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock48,000$7,308,960dollars as filed
AMPHENOL CORP NEW032095101COM34,080$6,008,986dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-003778this filing2026-08-14acceptance time not in the bulk data set