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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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