JOHO CAPITAL LLC BROS — DUTCH BROS INC

Ownership history in JOHO CAPITAL LLC  ·  12 quarters on record

AI Ownership Summary

JOHO CAPITAL LLC reported DUTCH BROS INC (BROS) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 20.47% in 2025 Q1. The latest visible filing shows BROS at 19.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BROS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOHO CAPITAL LLC's position in DUTCH BROS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BROS was reported at 19.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.47% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BROS stock page JOHO CAPITAL LLC fund profile JOHO CAPITAL LLC full holdings
How JOHO CAPITAL LLC held BROS — position size vs. price
% of Fund (quarterly)    BROS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,418,394 — 0% 19.26% $71.9M 2026-05-15 $51.01
2025 Q4 UNCHANGED — — — 1,418,394 — 0% 18.53% $86.8M 2026-02-17 $53.61
2025 Q3 REDUCED 19.2% +23.2% ❌ 1,418,394 -336,395 -19.2% 13.19% $74.2M 2025-11-14 $53.71
2025 Q2 REDUCED 8.6% -23.1% ✅ 1,754,789 -164,725 -8.6% 16.90% $120.0M 2025-08-14 $63.26
2025 Q1 UNCHANGED — — — 1,919,514 — 0% 20.47% $118.5M 2025-05-14 $71.92
2024 Q4 UNCHANGED — — — 1,919,514 — 0% 17.45% $100.5M 2025-02-14 $81.97
2024 Q3 ADDED — — — 1,919,514 +555,000 +40.7% 9.71% $61.5M 2024-11-14 $46.90
2024 Q2 UNCHANGED — — — 1,364,514 — 0% 7.99% $56.5M 2024-08-14 $30.23
2024 Q1 ADDED — — — 1,364,514 +1,106,511 +428.9% 6.25% $45.0M 2024-05-15 $37.59
2023 Q4 ADDED — — — 258,003 +3,200 +1.3% 1.48% $8.2M 2024-02-14 $27.54
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BROS

As of 2026 Q1 — sorted by position size

TSG Consumer Partners LP 3Y 100.0% Crestwood Capital Management, L.P. 3Y 7Y 10.98% MANE GLOBAL CAPITAL MANAGEMENT LP 3Y 3.92% Savoir Faire Capital Management, L.P. 2.98% Shellback Capital, LP 3Y 7Y 2.5% Timelo Investment Management Inc. 3Y 1.92% Range Rock Capital, LLC 1.6% CAMELOT TECHNOLOGY ADVISORS, INC. 1.54% Taylor Frigon Capital Management LLC 3Y 7Y 1.33% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 1.22%

FAQ About JOHO CAPITAL LLC and BROS

These are the practical questions this page is built to answer before you even open the full history table.

How long has JOHO CAPITAL LLC reported owning BROS?

JOHO CAPITAL LLC reported BROS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BROS position in JOHO CAPITAL LLC's portfolio?

The largest reported portfolio weight for BROS was 20.47% in 2025 Q1.

What is the latest reported BROS position on this page?

The most recent filing on this page is 2026 Q1, when JOHO CAPITAL LLC reported 1,418,394 shares, equal to 19.26% of portfolio, with an estimated market value of $71.9M.

What does the chart on this BROS ownership page compare?

The chart compares JOHO CAPITAL LLC's quarterly BROS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JOHO CAPITAL LLC time their BROS position?

Based on 13F filing dates vs. subsequent BROS price moves, JOHO CAPITAL LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on BROS relative to SPY over the holding period was +0.5%.

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