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JOHO CAPITAL LLC

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13F filer, CIK 1106500, New York, NY

JOHO CAPITAL LLC reported $373,064,302 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002083

Period
2026-03-31
Reported value
$373M
Holdings
10
Top 10 weight
100%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WIXnew+276,335$24.9M
WMTadded+99,000$12.3M
HUBBnew+23,900$11.7M
WRDnew+787,636$6.37M
SNnew+48,000$5.08M

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
UBERexited-901,900-$73.7M
MSFTreduced-51,000-$18.9M
APHreduced-44,400-$5.61M
PWRexited-4,110-$1.73M
PGexited-5,250-$752K

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002083, largest first. % of portfolio is the value over $373,064,302, 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; 2024Q2: restricted; 2024Q3: 651,700 shares; 2024Q4: 556,200 shares; 2025Q1: 556,200 shares; 2025Q2: 556,200 shares; 2025Q3: 408,700 shares; 2025Q4: 359,300 shares; 2026Q1: 308,300 shares 308,300$114M30.59%-51,000Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919,514 shares; 2024Q4: 1,919,514 shares; 2025Q1: 1,919,514 shares; 2025Q2: 1,754,789 shares; 2025Q3: 1,418,394 shares; 2025Q4: 1,418,394 shares; 2026Q1: 1,418,394 shares 1,418,394$71.9M19.26%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,000 shares; 2025Q2: 249,100 shares; 2025Q3: 249,100 shares; 2025Q4: 190,100 shares; 2026Q1: 190,100 shares 190,100$64.2M17.22%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264,500 shares; 2025Q4: 264,500 shares; 2026Q1: 266,800 shares 266,800$55.6M14.89%+2,300Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276,335 shares 276,335$24.9M6.67%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,050 shares; 2025Q4: 20,850 shares; 2026Q1: 119,850 shares 119,850$14.9M3.99%+99,000Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,900 shares 23,900$11.7M3.14%newTimeline
WRDWERIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 787,636 shares 787,636$6.37M1.71%newTimeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,000 shares 48,000$5.08M1.36%newTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,480 shares; 2024Q4: 78,480 shares; 2025Q1: 78,480 shares; 2025Q2: 78,480 shares; 2025Q3: 78,480 shares; 2025Q4: 78,480 shares; 2026Q1: 34,080 shares 34,080$4.31M1.15%-44,400Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UBERUBER TECHNOLOGIES INC901,900$73.7Mshares
PWRQUANTA SVCS INC4,110$1.73Mshares
PGPROCTER & GAMBLE CO5,250$752Kshares

How Q1 2026 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 0001172661-26-002083 base2026-05-15acceptance time not in the bulk data set