JOHO CAPITAL LLC — 13F holdings

JOHO CAPITAL LLC reported 10 holdings worth $460M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $107M (23.3%)
2. BROS DUTCH BROS INC — $102M (22.1%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $90.8M (19.7%)
4. AMZN AMAZON COM INC — $82.6M (17.9%)
5. HUBB HUBBELL INC — $31.9M (6.9%)
6. PAYP PAYPAY CORP — $13.8M (3.0%)
7. WMT WALMART INC — $10.4M (2.3%)
8. WRD WERIDE INC — $8.72M (1.9%)
9. SN SHARKNINJA INC — $7.31M (1.6%)
10. APH AMPHENOL CORP NEW — $6.01M (1.3%)