The Analysis of JOHO CAPITAL LLC's Holdings


Currently, JOHO CAPITAL LLC holds 9 types of securities in its portfolio with a total value $468.5M. In the most recent quarter, they have increased their positions in WMT (+9.8K shares, valued at $1.1M); decreased their positions in PWR (-112.4K shares, valued at $47.4M), MSFT (-49.4K shares, valued at $23.9M), TSM (-59.0K shares, valued at $17.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP359.3K shares-12.09%2025-12-312026-02-17history
BROS DUTCH BROS INC1.4M shares0.00%2025-12-312026-02-17history
UBER UBER TECHNOLOGIES INC901.9K shares0.00%2025-12-312026-02-17history
AMZN AMAZON COM INC264.5K shares0.00%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD190.1K shares-23.69%2025-12-312026-02-17history
APH AMPHENOL CORP NEW78.5K shares0.00%2025-12-312026-02-17history
WMT WALMART INC20.9K shares88.69%2025-12-312026-02-17history
PWR QUANTA SVCS INC4.1K shares-96.47%2025-12-312026-02-17history
Sponsored
PG PROCTER AND GAMBLE CO5.3K shares-58.17%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: JOHO CAPITAL LLC | TradeFomo