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Disclosery

JOHO CAPITAL LLC: BROS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOHO CAPITAL LLC on BROS, newest first. How the timeline and the estimate are built.

JOHO CAPITAL LLC held 1,418,394 BROS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,418,394 shares
    Change vs previous 13F 0 shares

    22.12% of the 13F portfolio, value $101,854,873.

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

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,418,394 shares
    Change vs previous 13F 0 shares

    19.26% of the 13F portfolio, value $71,855,840.

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

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,418,394 shares
    Change vs previous 13F 0 shares

    18.53% of the 13F portfolio, value $86,834,081.

    13F-HR 0001172661-26-000868 filed by JOHO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,418,394 shares
    Change vs previous 13F -336,395 shares

    13.19% of the 13F portfolio, value $74,238,742.

    13F-HR 0001172661-25-004905 filed by JOHO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,754,789 shares
    Change vs previous 13F -164,725 shares

    16.9% of the 13F portfolio, value $119,974,924.

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

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,919,514 shares
    Change vs previous 13F 0 shares

    20.47% of the 13F portfolio, value $118,510,794.

    13F-HR 0001172661-25-001848 filed by JOHO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,919,514 shares
    Change vs previous 13F 0 shares

    17.45% of the 13F portfolio, value $100,544,143.

    13F-HR 0001172661-25-000865 filed by JOHO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,919,514 shares
    Change vs previous 13F not available

    9.71% of the 13F portfolio, value $61,482,033.

    13F-HR 0001172661-24-004879 filed by JOHO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).