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Disclosery

JOHO CAPITAL LLC: MSFT position timeline

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

JOHO CAPITAL LLC held 287,000 MSFT 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 287,000 shares
    Change vs previous 13F -21,300 shares

    23.25% of the 13F portfolio, value $107,056,740.

    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 308,300 shares
    Change vs previous 13F -51,000 shares

    30.59% of the 13F portfolio, value $114,123,411.

    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 359,300 shares
    Change vs previous 13F -49,400 shares

    37.09% of the 13F portfolio, value $173,764,666.

    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 408,700 shares
    Change vs previous 13F -147,500 shares

    37.6% of the 13F portfolio, value $211,686,165.

    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 556,200 shares
    Change vs previous 13F 0 shares

    38.97% of the 13F portfolio, value $276,659,442.

    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 556,200 shares
    Change vs previous 13F 0 shares

    36.07% of the 13F portfolio, value $208,791,918.

    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 556,200 shares
    Change vs previous 13F -95,500 shares

    40.68% of the 13F portfolio, value $234,438,300.

    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 651,700 shares
    Change vs previous 13F not available

    44.29% of the 13F portfolio, value $280,426,510.

    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).