Q2 2026 13F · SEC CIK 1106500
Joho Capital LLC
Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $460.4M
- Reported positions
- 10
- Top holdings a year, 3 yrs
- +12.7%
- Average holding period
- 3.0 yrs
Joho Capital LLC is an asset manager that reported 10 positions worth $460.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Microsoft Corp (MSFT, 23.3%), Dutch Bros Inc Class A (BROS, 22.1%), Taiwan Semiconductor Manufac (TSM, 19.7%). A portfolio copying its top holdings returned 12.7% a year over the last 3 years, against 20.4% for the S&P 500.
Joho Capital LLC holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MSFTMicrosoft Corp | 23.3% | -6.9% | $107.1M |
| BROSDutch Bros Inc Class A | 22.1% | +0.0% | $101.9M |
| TSMTaiwan Semiconductor Manufac | 19.7% | +0.0% | $90.8M |
| AMZNAmazon Com Inc | 17.9% | +29.9% | $82.6M |
| HUBBHubbell Inc | 6.9% | +155.2% | $31.9M |
| PAYPPaypay Corp | 3.0% | — | $13.8M |
| WMTWalmart Inc | 2.3% | -23.5% | $10.4M |
| WRDWeride Inc | 1.9% | +90.1% | $8.7M |
| SNSharkninja Inc | 1.6% | +0.0% | $7.3M |
| APHAmphenol Corp | 1.3% | +0.0% | $6.0M |
What Joho Capital LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- PAYP Paypay Corp3.0% of 13F
Added to
- HUBB Hubbell Inc+155.2% shares
- WRD Weride Inc+90.1% shares
- AMZN Amazon Com Inc+29.9% shares
Reduced
- WMT Walmart Inc-23.5% shares
- MSFT Microsoft Corp-6.9% shares
Sold out
- WIX Wix Com Ltdwas 6.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +8.7% /yr
- S&P 500 +20.1%
- 3 years
- +12.7% /yr
- S&P 500 +20.4%
- 5 years
- +3.3% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $460.4M | 10 |
| Q1 2026 | $373.1M | 10 |
| Q4 2025 | $468.5M | 9 |
| Q3 2025 | $563.0M | 9 |
| Q2 2025 | $709.9M | 9 |
| Q1 2025 | $578.9M | 8 |
| Q4 2024 | $576.3M | 10 |
| Q3 2024 | $633.1M | 12 |
| Q2 2024 | $706.9M | 12 |
| Q1 2024 | $721.0M | 16 |
| Q4 2023 | $551.7M | 16 |
| Q3 2023 | $444.3M | 16 |
Questions about Joho Capital LLC's portfolio
What stocks does Joho Capital LLC own?
Joho Capital LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 10 positions worth $460.4M. The largest are Microsoft Corp (MSFT) at 23.3%, Dutch Bros Inc Class A (BROS) at 22.1%, Taiwan Semiconductor Manufac (TSM) at 19.7%, Amazon Com Inc (AMZN) at 17.9% and Hubbell Inc (HUBB) at 6.9%.
What did Joho Capital LLC buy last quarter?
In Q2 2026, Joho Capital LLC added a new position in Paypay Corp (PAYP), Hubbell Inc (HUBB) (+155.2% shares), Weride Inc (WRD) (+90.1% shares) and Amazon Com Inc (AMZN) (+29.9% shares), compared with its Q1 2026 filing.
What did Joho Capital LLC sell last quarter?
In Q2 2026, Joho Capital LLC sold all of Wix Com Ltd (WIX), Walmart Inc (WMT) (-23.5% shares) and Microsoft Corp (MSFT) (-6.9% shares), compared with its Q1 2026 filing.
How has Joho Capital LLC's portfolio performed?
A portfolio copying Joho Capital LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.7% against +20.1%. Over 5 years: +3.3% a year against +11.6%.
When is Joho Capital LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Joho Capital LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.