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CIK 0001106500 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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=jivedata("joho-capital-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $61.1M | 13.0%Prev: 10.3% | 264,500 SH | Increased |
| AMPHENOL CORP NEW | CL A | $10.6M | 2.3%Prev: 1.7% | 78,480 SH | Increased |
| DUTCH BROS INC | CL A | $86.8M | 18.5%Prev: 13.2% | 1,418,394 SH | Increased |
| MICROSOFT CORP | COM | $173.8M | 37.1%Prev: 37.6% | 359,300 SH | Decreased-49,400 SH |
| PROCTER AND GAMBLE CO | COM | $752K | 0.2%Prev: 0.3% | 5,250 SH | Decreased-7,300 SH |
| QUANTA SVCS INC | COM | $1.7M | 0.4%Prev: 8.6% | 4,110 SH | Decreased-112,383 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $57.8M | 12.3%Prev: 12.4% | 190,100 SH | Decreased-59,000 SH |
| UBER TECHNOLOGIES INC | COM | $73.7M | 15.7%Prev: 15.7% | 901,900 SH | Decreased |
| WALMART INC | COM | $2.3M | 0.5%Prev: 0.2% | 20,850 SH | Increased+9,800 SH |
| 13F-HR |
| 0001172661-26-003778 |
| $460.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003436 | $709.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002083 | $373.1M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001848 | $578.9M | View |