Timothy K. McManus

Joho Capital Llc

Assets Managed

$373.064M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 4d ago

Growth Rate

-20.37%(2Q avg: -18.57%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Joho Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Joho Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 373.064M in assets, with a quarterly growth rate of -20.37% and a 2-quarter average growth rate of -18.57%. The portfolio is managed by Timothy K. McManus, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity Decreased -14.19%	30.6%	$114.123M 308,300 shares@ $370.17 avg price	Decreased -14.19%
BROS Dutch Bros Inc-class A Recent Activity	19.27%	$71.856M 1.418M shares@ $50.66 avg price
TSM Taiwan Semiconductor-sp Adr Recent Activity	17.23%	$64.244M 190,100 shares@ $337.95 avg price
AMZN Amazon.com Inc Recent Activity Increased 0.87%	14.9%	$55.566M 266,800 shares@ $208.27 avg price	Increased 0.87%
WIX Wix.com Ltd Recent Activity New Position	6.68%	$24.889M 276,335 shares@ $90.07 avg price	New Position
WMT Walmart Inc Recent Activity Increased 474.83%	4%	$14.895M 119,850 shares@ $124.28 avg price	Increased 474.83%
HUBB Hubbell Inc Recent Activity New Position	3.15%	$11.729M 23,900 shares@ $490.74 avg price	New Position
WRD Weride Inc-adr Recent Activity New Position	1.71%	$6.372M 787,636 shares@ $8.09 avg price	New Position
SN Sharkninja Inc Recent Activity New Position	1.37%	$5.083M 48,000 shares@ $105.9 avg price	New Position
APH Amphenol Corp-cl A Recent Activity Decreased -56.57%	1.16%	$4.306M 34,080 shares@ $126.35 avg price	Decreased -56.57%

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