2026 Q2 Portfolio Activity
In 2026 Q2, JOHO CAPITAL LLC maintained a portfolio of 11 distinct positions. The most significant new addition was PAYPAY CORP, now representing 2.99% of the total fund value. They heavily accumulated shares in HUBBELL INC, increasing the position by 155.2%. Conversely, JOHO CAPITAL LLC completely exited their position in WIX COM LTD.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
MSFT (23.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
JOHO CAPITAL LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 23.25% | 30.59% |
#1
Prev: #1
|
6.5 |
—
|
-21,300 | -6.9% |
P
S
|
287,000 | $107,056,740 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BROS
DUTCH BROS INC
|
Consumer Cyclical | 22.12% | 19.26% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,418,394 | $101,854,873 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 19.72% | 17.22% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
190,100 | $90,786,057 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 17.94% | 14.89% |
#4
Prev: #4
|
7.0 |
—
|
79,800 | 29.9% |
P
S
|
346,600 | $82,608,644 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HUBB
HUBBELL INC
|
Industrials | 6.93% | 3.14% |
#5
2
Prev: #7
|
6.3 |
—
|
37,100 | 155.2% |
P
S
|
61,000 | $31,915,200 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
PAYPAY CORP
|
|
Unknown | 2.99% | — |
#6
Prev: #—
|
4.7 |
—
|
961,608 | — |
NEW
|
961,608 | $13,779,843 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
WMT
WALMART INC
|
Consumer Defensive | 2.25% | 3.99% |
#7
1
Prev: #6
|
0.9 |
—
|
-28,200 | -23.5% |
P
S
|
91,650 | $10,380,279 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WRD
WERIDE INC
|
Technology | 1.89% | 1.71% |
#8
Prev: #8
|
3.8 |
—
|
709,990 | 90.1% |
P
S
|
1,497,626 | $8,716,183 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 1.59% | 1.36% |
#9
Prev: #9
|
1.6 |
—
|
no change | no change |
P
S
|
48,000 | $7,308,960 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APH
AMPHENOL CORP
|
Technology | 1.31% | 1.15% |
#10
Prev: #10
|
1.5 |
—
|
no change | no change |
P
S
|
34,080 | $6,008,986 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WIX
WIX COM LTD
|
Technology | 0.00% | 6.67% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-276,335 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-11 of 11 holdings