Holdings of JOHO CAPITAL LLC
8 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Technology 53.2 %
- Consumer discretionary 16.2 %
- Consumer staples 4.3 %
- Industrials 3.4 %
- Unattributed 22.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 81.3 %
- TW 18.7 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 278.8M $ | 81.27 % |
| 2 | TW | 1 | 64.2M $ | 18.73 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Microsoft Corp | 308,300 | 114.1M $ | |
| 2 | Dutch Bros Inc | 1,418,394 | 71.9M $ | |
| 3 | Taiwan Semiconductor Manufacturing Co Ltd | 190,100 | 64.2M $ | |
| 4 | Amazon.com Inc | 266,800 | 55.6M $ | |
| 5 | Walmart Inc | 119,850 | 14.9M $ | |
| 6 | Hubbell Inc | 23,900 | 11.7M $ | |
| 7 | WeRide Inc | 787,636 | 6.4M $ | |
| 8 | Amphenol Corp | 34,080 | 4.3M $ |