Joho Capital LLC Portfolio Holdings

Joho Capital LLC

  • $710 Million
  • Q2 2025

Joho Capital LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $710 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $277M, Dutch Bros Inc. with a value of $120M, Uber Technologies, Inc with a value of $92.5M, Quanta Services, Inc. with a value of $86.7M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $56.4M.

Examining the 13F form we can see an increase of $131M in the current position value, from $579M to 710M.

Joho Capital LLC is based out at New York, NY

Below you can find more details about Joho Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $710 Million
Technology: $500 Million
Consumer Cyclical: $120 Million
Industrials: $86.7 Million
Consumer Defensive: $3.67 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$277 Million 38.97% of portfolio
556,200
Q4 2024 Reduced 14.65%
$2.72B
$120 Million 16.9% of portfolio
1,754,789
Q2 2025 Reduced 8.58%
$182B
$92.5 Million 13.04% of portfolio
991,900
Q4 2024 Reduced 20.26%
$56B
$86.7 Million 12.21% of portfolio
229,193
Q1 2025 Reduced 7.45%
$1.27T
$56.4 Million 7.95% of portfolio
249,100
Q2 2025 Added 48.27%
$157B
$50.5 Million 7.12% of portfolio
130,600
Q2 2025 Reduced 40.47%
$7.5B
$15.7 Million 2.21% of portfolio
50,000
Q2 2025 New
$66.5B
$7.75 Million 1.09% of portfolio
78,480
Q2 2024 Added 100.0%
$368B
$3.67 Million 0.52% of portfolio
23,050
Q2 2022 Reduced 17.24%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $710 Million
  • Prior Value $579 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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