Notify me when JOHO CAPITAL LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 9 | $468,530,106 | +$1,091,818 | -$90,298,882 | -$89,207,064 | MSFT, BROS, UBER, AMZN, TSM | 13F-HR | 17 Feb 2026, 09:31 |
| Q3 2025 | 9 | $562,987,504 | +$59,215,078 | -$217,390,826 | -$158,175,748 | MSFT, UBER, BROS, TSM, AMZN | 13F-HR | 14 Nov 2025, 10:45 |
| Q2 2025 | 9 | $709,923,338 | +$34,092,339 | -$45,617,192 | -$11,524,853 | MSFT, BROS, UBER, PWR, TSM | 13F-HR | 14 Aug 2025, 15:06 |
| Q1 2025 | 8 | $578,891,636 | +$39,202,135 | -$14,115,627 | +$25,086,508 | MSFT, BROS, ADBE, UBER, PWR | 13F-HR | 14 May 2025, 13:21 |
| Q4 2024 | 10 | $576,268,773 | +$32,995,256 | -$103,751,225 | -$70,755,969 | MSFT, BROS, ADBE, PWR, UBER | 13F-HR | 14 Feb 2025, 08:17 |
| Q3 2024 | 12 | $633,098,737 | +$18,059,210 | -$74,742,228 | -$56,683,018 | MSFT, UBER, PWR, BROS, ADBE | 13F-HR | 14 Nov 2024, 11:41 |
| Q2 2024 | 12 | $706,886,407 | +$47,491,159 | -$60,625,623 | -$13,134,464 | MSFT, UBER, ADBE, PWR, SHLS | 13F-HR | 14 Aug 2024, 08:14 |
| Q1 2024 | 16 | $721,017,176 | +$144,848,679 | -$26,185,837 | +$118,662,842 | MSFT, ADBE, UBER, PWR, SHLS | 13F-HR | 15 May 2024, 09:11 |
| Q4 2023 | 16 | $551,724,770 | +$108,594,132 | -$71,955,522 | +$36,638,610 | MSFT, UBER, PWR, ADBE, SHLS | 13F-HR | 14 Feb 2024, 07:41 |
| Q3 2023 | 16 | $444,291,788 | +$45,725,360 | -$69,720,245 | -$23,994,885 | MSFT, PWR, UBER, GOOG, NXT | 13F-HR | 14 Nov 2023, 09:39 |
| Q2 2023 | 19 | $497,802,856 | +$109,116,506 | -$42,780,481 | +$66,336,025 | MSFT, PWR, EEFT, NXT, SHLS | 13F-HR | 14 Aug 2023, 16:14 |
| Q1 2023 | 17 | $388,704,701 | +$42,146,430 | -$5,860,010 | +$36,286,420 | MSFT, PWR, EEFT, ARRY, SEDG | 13F-HR | 15 May 2023, 09:20 |
| Q4 2022 | 15 | $309,035,286 | +$86,649,752 | -$117,148,373 | -$30,498,621 | MSFT, EEFT, PWR, SEDG, SHLS | 13F-HR | 14 Feb 2023, 16:38 |
| Q3 2022 | 14 | $357,661,000 | +$28,963,858 | -$83,936,454 | -$54,972,596 | MSFT, LTHM, EEFT, BABA, INTU | 13F-HR | 14 Nov 2022, 09:59 |
| Q2 2022 | 12 | $437,529,000 | +$2,043,612 | -$184,084,808 | -$182,041,196 | MSFT, BABA, LTHM, EEFT, GPN | 13F-HR | 12 Aug 2022, 09:09 |
| Q1 2022 | 19 | $700,626,000 | +$27,248,448 | -$17,584,481 | +$9,663,967 | MSFT, BABA, LTHM, GPN, EEFT | 13F-HR | 16 May 2022, 08:48 |
| Q4 2021 | 20 | $722,749,000 | +$29,722,900 | -$37,159,116 | -$7,436,216 | MSFT, BABA, GPN, LTHM, EEFT | 13F-HR | 14 Feb 2022, 15:53 |
| Q3 2021 | 20 | $743,780,000 | +$98,486,931 | -$27,781,214 | +$70,705,717 | MSFT, BABA, GPN, LTHM, DT | 13F-HR | 15 Nov 2021, 11:13 |
| Q2 2021 | 22 | $703,831,000 | +$23,499,780 | $0 | +$23,499,780 | MSFT, BABA, GPN, LTHM, DT | 13F-HR | 16 Aug 2021, 16:42 |
| Q1 2021 | 21 | $643,967,000 | +$116,546,286 | -$50,570,195 | +$65,976,091 | MSFT, BABA, GPN, LTHM, EEFT | 13F-HR | 17 May 2021, 09:27 |
| Q4 2020 | 18 | $585,829,000 | +$89,482,909 | -$16,959,000 | +$72,523,909 | BABA, MSFT, GPN, LTHM, EEFT | 13F-HR | 16 Feb 2021, 07:07 |
| Q3 2020 | 10 | $494,713,000 | +$88,122,563 | -$17,817,996 | +$70,304,567 | BABA, MSFT, GPN, LTHM, EEFT | 13F-HR | 13 Nov 2020, 14:34 |
| Q2 2020 | 8 | $349,490,000 | +$17,255,980 | -$173,902,883 | -$156,646,903 | BABA, MSFT, LTHM, FND, GPN | 13F-HR | 14 Aug 2020, 10:34 |
| Q1 2020 | 10 | $385,890,000 | +$6,616,000 | -$175,396,786 | -$168,780,786 | BABA, MSFT, FND, GPN, LTHM | 13F-HR | 14 May 2020, 16:45 |
| Q4 2019 | 11 | $670,965,000 | +$47,540,084 | -$15,589,385 | +$31,950,699 | FND, BABA, MSFT, GPN, LTHM | 13F-HR | 13 Feb 2020, 17:04 |
| Q3 2019 | 11 | $566,234,000 | +$96,924,073 | -$153,231,314 | -$56,307,241 | FND, MSFT, BABA, GPN, LTHM | 13F-HR | 14 Nov 2019, 09:37 |
| Q2 2019 | 12 | $653,032,000 | +$135,474,575 | -$60,075,543 | +$75,399,032 | FND, BABA, FTCHF, MSFT, CGNX | 13F-HR | 14 Aug 2019, 11:35 |
| Q1 2019 | 10 | $593,215,000 | +$98,719,652 | -$134,550,959 | -$35,831,307 | FND, BABA, CGNX, FTCHF, MSFT | 13F-HR | 15 May 2019, 15:22 |
| Q4 2018 | 7 | $446,149,000 | +$125,514,529 | -$7,992,332 | +$117,522,197 | FND, BABA, CGNX, HXL, FTCHF | 13F-HR | 12 Feb 2019, 10:19 |
| Q3 2018 | 6 | $413,647,000 | +$43,869,730 | -$74,530,556 | -$30,660,826 | BABA, CGNX, FND, HXL, FEDU | 13F-HR | 13 Nov 2018, 10:55 |
| Q2 2018 | 8 | $459,208,000 | +$78,706,235 | -$1,769,000 | +$76,937,235 | BABA, CGNX, FND, HXL, ALB | 13F-HR | 13 Aug 2018, 12:37 |
| Q1 2018 | 7 | $402,423,000 | +$98,194,223 | -$75,536,000 | +$22,658,223 | BABA, CGNX, FND, HXL, FEDU | 13F-HR | 14 May 2018, 13:43 |
| Q4 2017 | 6 | $388,648,000 | +$51,912,172 | -$46,945,852 | +$4,966,320 | BABA, CGNX, HXL, CSTE, MHK | 13F-HR | 13 Feb 2018, 11:55 |
| Q3 2017 | 6 | $458,361,000 | +$198,758 | -$93,449,077 | -$93,250,319 | BABA, CGNX, CSTE, HXL, MHK | 13F-HR | 13 Nov 2017, 16:55 |
| Q2 2017 | 8 | $485,786,000 | +$57,515,037 | -$182,791,854 | -$125,276,817 | BABA, CGNX, CSTE, HXL, GRUB | 13F-HR | 14 Aug 2017, 06:10 |
| Q1 2017 | 6 | $522,962,000 | $0 | -$32,958,275 | -$32,958,275 | GRUB, BABA, CGNX, CSTE, HXL | 13F-HR | 15 May 2017, 14:48 |
| Q4 2016 | 8 | $498,015,000 | +$78,369,235 | -$49,970,838 | +$28,398,397 | GRUB, BABA, CGNX, CSTE, HXL | 13F-HR | 14 Feb 2017, 07:26 |
| Q3 2016 | 11 | $508,199,000 | +$48,627,296 | -$2,010,040 | +$46,617,256 | GRUB, BABA, CGNX, CSTE, LABL | 13F-HR | 14 Nov 2016, 07:51 |
| Q2 2016 | 10 | $367,294,000 | +$33,724,926 | -$98,773,118 | -$65,048,192 | GRUB, BABA, CGNX, CSTE, LABL | 13F-HR | 15 Aug 2016, 07:05 |
| Q1 2016 | 11 | $398,135,000 | +$91,782,394 | -$56,116,291 | +$35,666,103 | GRUB, BABA, CGNX, HXL, LABL | 13F-HR | 16 May 2016, 08:45 |
| Q4 2015 | 13 | $357,003,000 | +$113,114,740 | -$149,768,417 | -$36,653,677 | GRUB, HXL, BABA, CGNX, TAL | 13F-HR | 12 Feb 2016, 06:58 |
| Q3 2015 | 11 | $349,247,000 | +$82,305,626 | -$101,205,317 | -$18,899,691 | GRUB, TAL, HXL, MJN, BABA | 13F-HR | 16 Nov 2015, 16:11 |
| Q2 2015 | 13 | $429,110,000 | +$180,209,395 | -$182,973,511 | -$2,764,116 | TAL, MJN, GRUB, KANG, QUNR | 13F-HR | 14 Aug 2015, 16:10 |
| Q1 2015 | 9 | $437,603,000 | +$22,257,342 | -$135,362,350 | -$113,105,008 | TAL, GOOG, BIDU, QUNR, MJN | 13F-HR | 15 May 2015, 16:21 |
| Q4 2014 | 11 | $521,374,000 | +$59,451,769 | -$102,543,204 | -$43,091,435 | BIDU, GOOG, TAL, GOOGL, MJN | 13F-HR | 17 Feb 2015, 16:34 |
| Q3 2014 | 13 | $590,137,000 | +$46,375,963 | -$114,241,873 | -$67,865,910 | BIDU, TAL, GOOG, GOOGL, MJN | 13F-HR | 14 Nov 2014, 16:15 |
| Q2 2014 | 12 | $654,992,000 | +$81,673,901 | -$74,083,698 | +$7,590,203 | BIDU, TAL, GOOGL, VECO, WUBA | 13F-HR | 14 Aug 2014, 08:03 |
| Q1 2014 | 11 | $625,882,000 | $0 | -$893,141,373 | -$893,141,373 | BIDU, GOOGL, VECO, TAL, VIPS | 13F-HR | 15 May 2014, 08:01 |
| Q4 2013 | 18 | $1,461,805,000 | $0 | $0 | $0 | BIDU, GOOGL, MJN, YELP, VECO | 13F-HR | 12 Feb 2014, 08:16 |