Joho Capital
Joho Capital reported 10 stocks worth $460M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MSFT (23.3%), BROS (22.1%) and TSM (19.7%). Compared with Q1 2026, the fund opened new positions in PAYP, added to AMZN, HUBB and WRD, trimmed MSFT and WMT and sold out of WIX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $107M | 23.3% | 287K | −21K (−7%) | 8 of 8 | |
| 2 |  BROS Dutch Bros Inc | $102M | 22.1% | 1.4M | No change | 8 of 8 | |
| 3 |  TSM Taiwan Semiconductor Mfg Ltd | $90.8M | 19.7% | 190K | No change | 6 of 8 | |
| 4 |  AMZN Amazon Com Inc | $82.6M | 17.9% | 347K | +80K (+30%) | 4 of 8 | |
| 5 |  HUBB Hubbell Inc | $31.9M | 6.9% | 61K | +37K (+155%) | 2 of 8 | |
| 6 |  PAYP Paypay Corp | $13.8M | 3.0% | 962K | New position | 1 of 8 | |
| 7 |  WMT Walmart Inc | $10.4M | 2.3% | 92K | −28K (−24%) | 4 of 8 | |
| 8 |  WRD Weride Inc | $8.7M | 1.9% | 1.5M | +710K (+90%) | 2 of 8 | |
| 9 |  SN Sharkninja Inc | $7.3M | 1.6% | 48K | No change | 2 of 8 | |
| 10 |  APH Amphenol Corp New | $6M | 1.3% | 34K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WIX Wix Com Ltd | $24.9M | 276K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Joho Capital 13F FAQ
What does Joho Capital own?
Joho Capital reported 10 stocks worth $460M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MSFT (23.3%), BROS (22.1%) and TSM (19.7%). The table above lists every position in the filing (the top 10 without an account).
What did Joho Capital buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 3 added to, 2 trimmed and 1 sold out. New positions include PAYP. It sold all of WIX.
When will Joho Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Joho Capital's portfolio worth?
The Q2 2026 filing reports $460M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.