Joho Capital LLC reported 10 positions worth $460.42M for the quarter ended Jun 30, 2026, up 23.4% on the prior quarter. It opened 1 new position, added to 3, trimmed 2 and exited 1. Its largest holding is Microsoft Corp at 23.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PAYP PayPay Corp | +961.6K | $13.78M | 2.99% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WIX Wix.com Ltd. | -276.3K | $24.89M | 6.67% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 287.0K | $107.06M | 23.25% | -21.3K | -6.9% | Reduced | 0% |
| 2 | BROS Dutch Bros Inc. | Consumer Discretionary | 1.42M | $101.85M | 22.12% | 0 | 0.0% | Unchanged | 1.03% |
| 3 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 190.1K | $90.79M | 19.72% | 0 | 0.0% | Unchanged | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 346.6K | $82.61M | 17.94% | +79.8K | +29.9% | Added | 0% |
| 5 | HUBB Hubbell Inc | Industrials | 61.0K | $31.92M | 6.93% | +37.1K | +155.2% | Added | 0.12% |
| 6 | PAYP PayPay Corp | Financial Services | 961.6K | $13.78M | 2.99% | +961.6K | – | New | 0.15% |
| 7 | WMT Walmart Inc. | Consumer Staples | 91.7K | $10.38M | 2.25% | -28.2K | -23.5% | Reduced | 0% |
| 8 | WRD WeRide Inc. | Technology | 1.50M | $8.72M | 1.89% | +710.0K | +90.1% | Added | 0.49% |
| 9 | SN SharkNinja, Inc. | Consumer Discretionary | 48.0K | $7.31M | 1.59% | 0 | 0.0% | Unchanged | 0.03% |
| 10 | APH Amphenol Corp | Industrials | 68.2K | $6.01M | 1.31% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Joho Capital.
As of its Q2 2026 13F filing, Joho Capital LLC’s five largest positions were Microsoft Corp (MSFT) at 23.3%, Dutch Bros Inc. (BROS) at 22.1%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 19.7%, Amazon Com Inc (AMZN) at 17.9%, Hubbell Inc (HUBB) at 6.9% of the reported portfolio.
Joho Capital LLC reported a 13F portfolio worth $460.42M across 10 positions for Q2 2026. That is up 23.4% from the previous quarter.
Its largest purchases by value were Hubbell Inc ($19.41M), Amazon Com Inc ($19.02M), PayPay Corp ($13.78M). It opened 1 new positions.
Its largest sales by value were Wix.com Ltd. ($24.89M), Microsoft Corp ($7.95M), Walmart Inc. ($3.19M). It exited 1 positions entirely.
From the Form 13F-HR reports Joho Capital LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.