JOHO CAPITAL LLC
CIK 1106500 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- MSFT36.07%
- BROS20.47%
- ADBE14.54%
- UBER12.48%
- PWR10.06%
- TSM4.82%
- APH0.89%
- PG0.67%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -4.61 pp40.68% → 36.07%Shares 0 (0.00%)
- PWRWeight decreased · -3.52 pp13.58% → 10.06%Shares -18.45K (-7.45%)
- BROSWeight increased · +3.02 pp17.45% → 20.47%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 8
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $208.79M | 36.07% | 556.20K shares | 40.68% → 36.07%-4.61 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | BROSDUTCH BROS INC-CLASS ACL A View history and evidence | $118.51M | 20.47% | 1.92M shares | 17.45% → 20.47%+3.02 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | ADBEADOBE INC View history and evidence | $84.15M | 14.54% | 219.40K shares | 14.65% → 14.54%-0.11 pp +29.50K (+15.53%) | Added | ↗▾ |
| 04 | UBERUBER TECHNOLOGIES INC View history and evidence | $72.27M | 12.48% | 991.90K shares | 10.38% → 12.48%+2.10 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | PWRQUANTA SERVICES INC View history and evidence | $58.23M | 10.06% | 229.19K shares | 13.58% → 10.06%-3.52 pp -18.45K (-7.45%) | Reduced | ↗▾ |
| 06 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $27.89M | 4.82% | 168.00K shares | Prior unavailable +168.00K | New | ↗▾ |
| 07 | APHAMPHENOL CORP-CL ACL A View history and evidence | $5.15M | 0.89% | 78.48K shares | 0.95% → 0.89%-0.06 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | PGPROCTER & GAMBLE CO/THE View history and evidence | $3.90M | 0.67% | 23.05K shares | 0.67% → 0.67%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BMBL BUMBLE INC-A | Non-derivative | -675,000 | -$5.49M | SEC filing ↗ | SEC filing ↗ |
| STZ CONSTELLATION BRANDS INC-A | Non-derivative | -9,815 | -$2.17M | SEC filing ↗ | SEC filing ↗ |
| AKX ANSYS INC | Non-derivative | -5,230 | -$1.76M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1106500 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 578891636
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.