JOHO CAPITAL LLC - Portfolio overview

JOHO CAPITAL LLC has 13 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 22.31%
2. UBER - UBER TECHNOLOGIES INC, 17.27%
3. BROS - DUTCH BROS INC, 14.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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