JOHO CAPITAL LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JC JOHO CAPITAL LLC | Institutional Filer | ▼ 20.38% | $373.1M | 10 |
Current Portfolio Holdings
Showing all 10 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 308K | $114.1M | 30.59% |
| 2 | BROS | Dutch Bros Inc. | Consumer Cyclical | 1.4M | $71.9M | 19.26% |
| 3 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 190K | $64.2M | 17.22% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 267K | $55.6M | 14.89% |
| 5 | WIX | Wix.com Ltd. | Technology | 276K | $24.9M | 6.67% |
| 6 | WMT | Walmart Inc. | Consumer Defensive | 120K | $14.9M | 3.99% |
| 7 | HUBB | Hubbell Incorporated | Industrials | 24K | $11.7M | 3.14% |
| 8 | WRD | WeRide Inc. | Technology | 788K | $6.4M | 1.71% |
| 9 | SN | SharkNinja, Inc. | Consumer Cyclical | 48K | $5.1M | 1.36% |
| 10 | APH | Amphenol Corporation | Technology | 34K | $4.3M | 1.15% |
Showing 1 to 10 of 10 holdings