JOHO CAPITAL LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, JOHO CAPITAL LLC held in its portfolio 9 assets valued at $468,530,106 (i.e. $468.53M).

The most valuable assets in the portfolio included: MICROSOFT CORP ($173.77M), DUTCH BROS INC ($86.83M), and UBER TECHNOLOGIES INC ($73.69M).

The chart below shows the top 9 valuable assets, and the table below shows the top 9 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in JOHO CAPITAL LLC Portfolio

MICROSOFT CORP

DUTCH BROS INC

UBER TECHNOLOGIES INC

AMAZON COM INC

TAIWAN SEMICONDUCTOR MFG LTD

AMPHENOL CORP NEW

WALMART INC

QUANTA SVCS INC

PROCTER AND GAMBLE CO

JOHO CAPITAL LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
MICROSOFT CORP	359300	173764666	COM
DUTCH BROS INC	1418394	86834081	CL A
UBER TECHNOLOGIES INC	901900	73694249	COM
AMAZON COM INC	264500	61051890	COM
TAIWAN SEMICONDUCTOR MFG LTD	190100	57769489	SPONSORED ADS
AMPHENOL CORP NEW	78480	10605787	CL A
WALMART INC	20850	2322899	COM
QUANTA SVCS INC	4110	1734667	COM
PROCTER AND GAMBLE CO	5250	752378	COM