Joho Capital at a glance
Joho Capital reported 10 positions worth $460.4 million in its 13F-HR for Q2 2026, filed August 14, 2026. Its largest holdings were Microsoft Corp (MSFT) at 23.3%, Dutch Bros Inc (BROS) at 22.1% and Taiwan Semiconductor Manufac (TSM) at 19.7%.
- Versus Q1 2026, it opened 1 new position, added to 3, trimmed 2 and sold out of 1. Reported portfolio value went from $373.1 million to $460.4 million.
- The 10 largest positions made up 100.0% of the reported portfolio.
- Largest estimated buys in Q2 2026: Hubbell Inc (HUBB) (added, about $19.4 million), Amazon Com Inc (AMZN) (added, about $19.0 million) and Paypay Corp (PAYP) (new position, about $13.8 million).
Source: 13F-HR filings on SEC EDGAR.
- 13F portfolio · Q2 2026
- $460.4M
- +23.4% vs prior quarter
- Positions
- 10
- 1 new · 1 sold out
- Top 10 weight
- 100.0%
- Concentration of the 13F book
- Turnover
- 11%
- Quarter-over-quarter
Joho Capital top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 14, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Microsoft CorpMSFT | 23.25% | $107.1M | 287,000 | Trimmed |
| 2 | Dutch Bros IncBROS | 22.12% | $101.9M | 1,418,394 | Held |
| 3 | Taiwan Semiconductor ManufacTSM | 19.72% | $90.8M | 190,100 | Held |
| 4 | Amazon Com IncAMZN | 17.94% | $82.6M | 346,600 | Added |
| 5 | Hubbell IncHUBB | 6.93% | $31.9M | 61,000 | Added |
| 6 | Paypay CorpPAYP | 2.99% | $13.8M | 961,608 | New |
| 7 | Walmart IncWMT | 2.25% | $10.4M | 91,650 | Trimmed |
| 8 | Weride IncWRD | 1.89% | $8.7M | 1,497,626 | Added |
| 9 | Sharkninja IncSN | 1.59% | $7.3M | 48,000 | Held |
| 10 | Amphenol CorpAPH | 1.30% | $6.0M | 34,080 | Held |
Source: Joho Capital 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Joho Capital biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Wix Com LtdWIX | Sold out | −$24.9M | 0 | - |
| Hubbell IncHUBB | Added | +$19.4M | 61,000 | 6.93% |
| Amazon Com IncAMZN | Added | +$19.0M | 346,600 | 17.94% |
| Paypay CorpPAYP | New | +$13.8M | 961,608 | 2.99% |
| Microsoft CorpMSFT | Trimmed | −$7.9M | 287,000 | 23.25% |
| Weride IncWRD | Added | +$4.1M | 1,497,626 | 1.89% |
| Walmart IncWMT | Trimmed | −$3.2M | 91,650 | 2.25% |
Estimated flow = change in share count × quarter-end price (1 new, 3 added, 2 trimmed, 1 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
SignalX for Joho Capital
Don't miss the next Joho Capital filing
- 13F alerts. A push when Joho Capital files a new 13F or a 13D stake.
- Smart Money consensus. Which stocks Joho Capital and other tracked funds bought together.
- Ask anything. An AI agent that reads every Joho Capital filing and answers with sources.
Joho Capital alerts on your phone. Follow it in the SignalX Android app.
Latest Joho Capital SEC filings
Joho Capital 13F holdings: frequently asked questions
What stocks does Joho Capital own?
In its 13F-HR for Q2 2026 (filed August 14, 2026), Joho Capital reported 10 positions worth $460.4 million. The largest were Microsoft Corp (MSFT), 23.3%; Dutch Bros Inc (BROS), 22.1%; Taiwan Semiconductor Manufac (TSM), 19.7%; Amazon Com Inc (AMZN), 17.9%; Hubbell Inc (HUBB), 6.9%. The top 10 positions were 100.0% of the portfolio.
What did Joho Capital buy in Q2 2026?
Compared with Q1 2026, Joho Capital's largest estimated purchases were Hubbell Inc (HUBB) (added, about $19.4 million), Amazon Com Inc (AMZN) (added, about $19.0 million), Paypay Corp (PAYP) (new position, about $13.8 million) and Weride Inc (WRD) (added, about $4.1 million). In total it opened 1 new positions and added to 3. Amounts are estimated from share-count changes at quarter-end prices.
What did Joho Capital sell in Q2 2026?
Compared with Q1 2026, Joho Capital's largest estimated sales were Wix Com Ltd (WIX) (sold out, about $24.9 million), Microsoft Corp (MSFT) (trimmed, about $7.9 million) and Walmart Inc (WMT) (trimmed, about $3.2 million). In total it sold out of 1 positions and trimmed 2.
When does Joho Capital file 13F reports?
Joho Capital's latest 13F-HR was filed August 14, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What is Joho Capital's SEC CIK number?
Joho Capital's SEC Central Index Key (CIK) is 1106500. EDGAR lists every Joho Capital filing under that number.
Ask anything about Joho Capital
The research agent reads Joho Capital's filings, financials, insider trades and 13F holders, then answers with sources.