Joho Capital LLC Portfolio Holdings

Joho Capital LLC

  • $579 Million
  • Q1 2025

Joho Capital LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $579 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $209M, Dutch Bros Inc. with a value of $119M, Adobe Inc. with a value of $84.1M, Uber Technologies, Inc with a value of $72.3M, and Quanta Services, Inc. with a value of $58.3M.

Examining the 13F form we can see an increase of $2.67M in the current position value, from $576M to 579M.

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 $579 Million
Technology: $398 Million
Consumer Cyclical: $119 Million
Industrials: $58.3 Million
Consumer Defensive: $3.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$209 Million 36.06% of portfolio
556,200
Q4 2024 Reduced 14.65%
$2.86B
$119 Million 20.47% of portfolio
1,919,514
Q3 2024 Added 40.67%
$193B
$84.1 Million 14.53% of portfolio
219,400
Q1 2025 Added 15.53%
$167B
$72.3 Million 12.48% of portfolio
991,900
Q4 2024 Reduced 20.26%
$49B
$58.3 Million 10.06% of portfolio
229,193
Q1 2025 Reduced 7.45%
$1T
$27.9 Million 4.82% of portfolio
168,000
Q1 2025 New
$53.5B
$5.15 Million 0.89% of portfolio
78,480
Q2 2024 Added 100.0%
$403B
$3.93 Million 0.68% of portfolio
23,050
Q2 2022 Reduced 17.24%

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $579 Million
  • Prior Value $576 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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