1y return−1.8%S&P 500 +20.9%
3y return+28.4%S&P 500 +68.5%
5y return+13.9%S&P 500 +74.5%
10y return+202.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $303 against $357 in the S&P 500.2
Joho Capital LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $107.1M | 23.3% | −6.9% |
| BROSDutch Bros Inc | $101.9M | 22.1% | |
| TSMTaiwan Semiconductor Manufac | $90.8M | 19.7% | |
| AMZNAmazon Com Inc | $82.6M | 17.9% | +29.9% |
| HUBBHubbell Inc | $31.9M | 6.9% | +155.2% |
| PAYPPaypay Corp | $13.8M | 3.0% | New |
| WMTWalmart Inc | $10.4M | 2.3% | −23.5% |
| WRDWeride Inc | $8.7M | 1.9% | +90.1% |
| Sharkninja IncCUSIP G8068L108 | $7.3M | 1.6% | |
| APHAmphenol Corp | $6.0M | 1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| APHAmphenol Corp | March 31, 2021 | +434.5% | $6.0M |
| BROSDutch Bros Inc | September 30, 2023 | +208.9% | $101.9M |
| TSMTaiwan Semiconductor Manufac | March 31, 2025 | +187.7% | $90.8M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $107.1M |
| Sharkninja IncCUSIP G8068L108 | March 31, 2026 | +43.8% | $7.3M |
| WMTWalmart Inc | September 30, 2025 | +9.9% | $10.4M |
| AMZNAmazon Com Inc | September 30, 2025 | +8.5% | $82.6M |
| HUBBHubbell Inc | March 31, 2026 | +6.6% | $31.9M |
| WRDWeride Inc | March 31, 2026 | −28.1% | $8.7M |
Sold off last quarter
- Wix Com LtdCUSIP M98068105 was $24.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.7% | +14.8% |
| March 31, 2026 | −13.6% | −4.6% |
| December 31, 2025 | −0.9% | +2.4% |
| September 30, 2025 | +0.1% | +7.8% |
| June 30, 2025 | +24.6% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | −3.3% | +5.4% |
| June 30, 2024 | −0.7% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +16.0% | +11.2% |
| September 30, 2023 | −10.0% | −3.6% |
| June 30, 2023 | +10.7% | +8.3% |
| March 31, 2023 | +14.1% | +7.0% |
| December 31, 2022 | −4.1% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −13.7% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | −1.9% | +10.7% |
| September 30, 2021 | −3.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Joho Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1106500&type=13F-HR&dateb=&owner=include&count=40CIK 1106500
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1106500/000117266126003778/Filed August 14, 2026 · accession 0001172661-26-003778