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JOHO CAPITAL LLC

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13F filer, CIK 1106500, New York, NY

JOHO CAPITAL LLC reported $709,923,338 across 9 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003436

Period
2025-06-30
Reported value
$710M
Holdings
9
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+81,100$18.4M
MNDYnew+50,000$15.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ADBEreduced-88,800-$34.4M
BROSreduced-164,725-$11.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003436, largest first. % of portfolio is the value over $709,923,338, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,700 shares; 2024Q4: 556,200 shares; 2025Q1: 556,200 shares; 2025Q2: 556,200 shares 556,200$277M38.97%0Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919,514 shares; 2024Q4: 1,919,514 shares; 2025Q1: 1,919,514 shares; 2025Q2: 1,754,789 shares 1,754,789$120M16.9%-164,725Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243,900 shares; 2024Q4: 991,900 shares; 2025Q1: 991,900 shares; 2025Q2: 991,900 shares 991,900$92.5M13.04%0Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,143 shares; 2024Q4: 247,643 shares; 2025Q1: 229,193 shares; 2025Q2: 229,193 shares 229,193$86.7M12.21%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,000 shares; 2025Q2: 249,100 shares 249,100$56.4M7.95%+81,100Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,700 shares; 2024Q4: 189,900 shares; 2025Q1: 219,400 shares; 2025Q2: 130,600 shares 130,600$50.5M7.12%-88,800Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares 50,000$15.7M2.21%newTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,480 shares; 2024Q4: 78,480 shares; 2025Q1: 78,480 shares; 2025Q2: 78,480 shares 78,480$7.75M1.09%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,050 shares; 2024Q4: 23,050 shares; 2025Q1: 23,050 shares; 2025Q2: 23,050 shares 23,050$3.67M0.52%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-003436 base2025-08-14acceptance time not in the bulk data set