The Analysis of JOHO CAPITAL LLC's Holdings


Currently, JOHO CAPITAL LLC holds 9 types of securities in its portfolio with a total value $563.0M. In the most recent quarter, they have increased their positions in AMZN (+264.5K shares, valued at $58.1M), WMT (+11.1K shares, valued at $1.1M); decreased their positions in MSFT (-147.5K shares, valued at $76.4M), PWR (-112.7K shares, valued at $46.7M), BROS (-336.4K shares, valued at $17.6M); initiated new positions in AMZN (+264.5K shares, valued at $58.1M), WMT (+11.1K shares, valued at $1.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP408.7K shares-26.52%2025-09-302025-11-14history
UBER UBER TECHNOLOGIES INC901.9K shares-9.07%2025-09-302025-11-14history
BROS DUTCH BROS INC1.4M shares-19.17%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD249.1K shares0.00%2025-09-302025-11-14history
AMZN AMAZON COM INC264.5K sharesnew addition2025-09-302025-11-14history
PWR QUANTA SVCS INC116.5K shares-49.17%2025-09-302025-11-14history
APH AMPHENOL CORP NEW78.5K shares0.00%2025-09-302025-11-14history
PG PROCTER AND GAMBLE CO12.6K shares-45.55%2025-09-302025-11-14history
Sponsored
WMT WALMART INC11.1K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available