Universe · entity
JOHO CAPITAL LLC
Institutional manager (13F) · CIK 1106500
13F holdings · as of 2026-03-31 · top 10 · reported portfolio $373M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $114M | 308,300 |
| 2 | DUTCH BROS INC | $72M | 1,418,394 |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | $64M | 190,100 |
| 4 | AMAZON COM INC | $56M | 266,800 |
| 5 | WIX COM LTD | $25M | 276,335 |
| 6 | WALMART INC | $15M | 119,850 |
| 7 | HUBBELL INC | $12M | 23,900 |
| 8 | WERIDE INC | $6M | 787,636 |
| 9 | SHARKNINJA INC | $5M | 48,000 |
| 10 | AMPHENOL CORP | $4M | 34,080 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.