JOHO CAPITAL LLC
13F filer · CIK 1106500 · New York, NY
Summary
JOHO CAPITAL LLC reported $460.42M across 10 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are MSFT (23.3%), BROS (22.1%), TSM (19.7%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 3, trimmed 2 and sold out of 1.
Reported value$460.42M
Positions10
Report period2026 Q2
FiledAug 14, 2026
New positions1
Added3
Trimmed2
Sold out1
Top 10 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 23.3%Value $107.06MPrice $508.96Shares 287K -6.91%Since Jun 30 +36.44%
Weight 22.1%Value $101.85MPrice $38.10Shares 1.42MSince Jun 30 -46.94%
Weight 19.7%Value $90.79MPrice $456.94Shares 190KSince Jun 30 -4.32%
Weight 17.9%Value $82.61MPrice $246.67Shares 347K +29.91%Since Jun 30 +3.50%
Weight 6.9%Value $31.92MPrice $459.09Shares 61K +155.23%Since Jun 30 -12.25%
Weight 3.0%Value $13.78MPrice $15.84Shares 962KSince Jun 30 +10.54%
Weight 2.3%Value $10.38MPrice $106.80Shares 92K -23.53%Since Jun 30 -5.70%
Weight 1.9%Value $8.72MPrice $5.26Shares 1.50M +90.14%Since Jun 30 -9.62%
Weight 1.6%Value $7.31MPrice $182.44Shares 48KSince Jun 30 +19.81%
Weight 1.3%Value $6.01MPrice $84.34Shares 34KSince Jun 30 -52.17%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 23.3% | $107.06M | +36.44% | -6.91% | Trim | |
| 22.1% | $101.85M | -46.94% | — | Hold | |
| 19.7% | $90.79M | -4.32% | — | Hold | |
| 17.9% | $82.61M | +3.50% | +29.91% | Add | |
| 6.9% | $31.92M | -12.25% | +155.23% | Add | |
| 3.0% | $13.78M | +10.54% | — | New | |
| 2.3% | $10.38M | -5.70% | -23.53% | Trim | |
| 1.9% | $8.72M | -9.62% | +90.14% | Add | |
| 1.6% | $7.31M | +19.81% | — | Hold | |
| 1.3% | $6.01M | -52.17% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.