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JOHO CAPITAL LLC

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13F filer, CIK 1106500, New York, NY

JOHO CAPITAL LLC reported $460,415,765 across 10 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003778

Period
2026-06-30
Reported value
$460M
Holdings
10
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HUBBadded+37,100$19.4M
AMZNadded+79,800$19M
PAYPnew+961,608$13.8M
WRDadded+709,990$4.13M

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
WIXexited-276,335-$24.9M
MSFTreduced-21,300-$7.95M
WMTreduced-28,200-$3.19M

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 2026

Share positions as resolved from 13F-HR 0001172661-26-003778, largest first. % of portfolio is the value over $460,415,765, 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; 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; 2026Q2: 287,000 shares 287,000$107M23.25%-21,300Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,418,394 shares 1,418,394$102M22.12%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 190,100 shares 190,100$90.8M19.72%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264,500 shares; 2025Q4: 264,500 shares; 2026Q1: 266,800 shares; 2026Q2: 346,600 shares 346,600$82.6M17.94%+79,800Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,900 shares; 2026Q2: 61,000 shares 61,000$31.9M6.93%+37,100Timeline
PAYPPAYPAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 961,608 shares 961,608$13.8M2.99%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,050 shares; 2025Q4: 20,850 shares; 2026Q1: 119,850 shares; 2026Q2: 91,650 shares 91,650$10.4M2.25%-28,200Timeline
WRDWERIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 787,636 shares; 2026Q2: 1,497,626 shares 1,497,626$8.72M1.89%+709,990Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,000 shares; 2026Q2: 48,000 shares 48,000$7.31M1.59%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,080 shares 34,080$6.01M1.31%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
WIXWIX COM LTD276,335$24.9Mshares

How Q2 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 0001172661-26-003778 base2026-08-14acceptance time not in the bulk data set