Joho Capital LLC Portfolio Holdings

Joho Capital LLC

  • $563 Million
  • Q3 2025

Joho Capital LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $563 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $212M, Uber Technologies, Inc with a value of $88.4M, Dutch Bros Inc. with a value of $74.2M, Taiwan Semiconductor Manufacturing CO LTD with a value of $69.6M, and Amazon Com Inc with a value of $58.1M.

Examining the 13F form we can see an decrease of $147M in the current position value, from $710M to 563M.

Joho Capital LLC is based out at New York, NY

Below you can find more details about Joho Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $563 Million
Technology: $379 Million
Consumer Cyclical: $132 Million
Industrials: $48.3 Million
Consumer Defensive: $3.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$212 Million 37.6% of portfolio
408,700
Q3 2025 Reduced 26.52%
$181B
$88.4 Million 15.69% of portfolio
901,900
Q3 2025 Reduced 9.07%
$2.12B
$74.2 Million 13.19% of portfolio
1,418,394
Q3 2025 Reduced 19.17%
$1.46T
$69.6 Million 12.36% of portfolio
249,100
Q2 2025 Added 48.27%
$2.39T
$58.1 Million 10.32% of portfolio
264,500
Q3 2025 New
$61.4B
$48.3 Million 8.58% of portfolio
116,493
Q3 2025 Reduced 49.17%
$79.6B
$9.71 Million 1.72% of portfolio
78,480
Q2 2024 Added 100.0%
$346B
$1.93 Million 0.34% of portfolio
12,550
Q3 2025 Reduced 45.55%
$279B
$1.14 Million 0.2% of portfolio
11,050
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $563 Million
  • Prior Value $710 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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