Investor
JOHO CAPITAL LLC
CIK 0001106500 · filed 2026-05-15 · SEC filing
13F book
$373.1M
Positions
10
4 new · 3 sold
Largest name
30.6%
Microsoft Corp · MSFT
Est. mark
−$49.5M
Price effect on 6 names still held. Flow −$46M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 308.3K | $114.1M | 30.6% | −$35M | Cut−$59.6M |
| Dutch Bros Inc. | BROS | 1.42M | $71.9M | 19.3% | −$15M | Held |
| Taiwan Semiconductor Mfg Ltd | — | 190.1K | $64.2M | 17.2% | $6.47M | Held |
| Amazon Com Inc | AMZN | 266.8K | $55.6M | 14.9% | −$5.96M | Added−$5.49M |
| Wix.com Ltd. | WIX | 276.3K | $24.9M | 6.7% | — | New |
| Walmart Inc. | WMT | 119.8K | $14.9M | 4.0% | $268.3K | Added$12.6M |
| Hubbell Inc | HUBB | 23.9K | $11.7M | 3.1% | — | New |
| Weride Inc | — | 787.6K | $6.37M | 1.7% | — | New |
| SharkNinja, Inc. | SN | 48K | $5.08M | 1.4% | — | New |
| Amphenol Corp New | — | 34.1K | $4.31M | 1.2% | −$299.6K | Cut−$6.3M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.