JOHO CAPITAL LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$576M
Signature - Title
Timothy K. McManus - Chief Operating Officer (Joho Capital, L.L.C.)
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by JOHO CAPITAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JOHO CAPITAL LLC reported 10 stock holdings with total value $576M as of Q4 2024. Top holdings included MSFT, BROS, ADBE, PWR, and UBER.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 10 $576M +$33M -$104M -$70.8M MSFT, BROS, ADBE, PWR, UBER 13F-HR 2/14/2025, 08:17 AM
Q3 2024 12 $633M +$18.1M -$74.7M -$56.7M MSFT, UBER, PWR, BROS, ADBE 13F-HR 11/14/2024, 11:41 AM
Q2 2024 12 $707M +$47.5M -$60.6M -$13.1M MSFT, UBER, ADBE, PWR, SHLS 13F-HR 8/14/2024, 08:14 AM
Q1 2024 16 $721M +$145M -$26.2M +$119M MSFT, ADBE, UBER, PWR, SHLS 13F-HR 5/15/2024, 09:11 AM
Q4 2023 16 $552M +$109M -$72M +$36.6M MSFT, UBER, PWR, ADBE, SHLS 13F-HR 2/14/2024, 07:41 AM
Q3 2023 20 $444M +$45.7M -$69.7M -$24M MSFT, PWR, UBER, GOOG, NXT 13F-HR 11/14/2023, 09:39 AM
Q2 2023 22 $498M +$109M -$42.8M +$66.3M MSFT, PWR, EEFT, NXT, SHLS 13F-HR 8/14/2023, 05:14 PM
Q1 2023 17 $389M +$42.1M -$4.19M +$38M MSFT, PWR, EEFT, ARRY, SEDG 13F-HR 5/15/2023, 09:20 AM
Q4 2022 15 $309M +$86.6M -$76.7M +$9.9M MSFT, EEFT, PWR, SEDG, SHLS 13F-HR 2/14/2023, 03:38 PM
Q3 2022 14 $358M +$29M -$57.1M -$28.1M MSFT, LTHM, EEFT, BABA, INTU 13F-HR 11/14/2022, 08:59 AM
Q2 2022 12 $438M +$2.04M -$100M -$98.3M MSFT, BABA, LTHM, EEFT, GPN 13F-HR 8/12/2022, 09:09 AM
Q1 2022 19 $701M +$27.2M -$17M +$10.3M MSFT, BABA, LTHM, GPN, EEFT 13F-HR 5/16/2022, 08:48 AM
Q4 2021 20 $723M +$29.7M -$34.9M -$5.13M MSFT, BABA, GPN, LTHM, EEFT 13F-HR 2/14/2022, 02:53 PM
Q3 2021 20 $744M +$98.5M -$27.8M +$70.7M MSFT, BABA, GPN, LTHM, DT 13F-HR 11/15/2021, 11:13 AM
Q2 2021 22 $704M +$23.5M $0 +$23.5M MSFT, BABA, GPN, LTHM, DT 13F-HR 8/16/2021, 04:42 PM
Q1 2021 21 $644M +$117M -$50.6M +$66M MSFT, BABA, GPN, LTHM, EEFT 13F-HR 5/17/2021, 09:27 AM
Q4 2020 18 $586M +$89.5M +$89.5M BABA, MSFT, GPN, LTHM, EEFT 13F-HR 2/16/2021, 06:07 AM
Q3 2020 10 $495M +$88.1M -$17.3M +$70.8M BABA, MSFT, GPN, LTHM, EEFT 13F-HR 11/13/2020, 01:34 PM
Q2 2020 8 $349M +$17.3M -$169M -$152M BABA, MSFT, LTHM, FND, GPN 13F-HR 8/14/2020, 10:34 AM
Q1 2020 10 $386M +$6.62M -$131M -$124M BABA, MSFT, FND, GPN, LTHM 13F-HR 5/14/2020, 04:45 PM
Q4 2019 11 $671M +$47.5M -$14.8M +$32.8M FND, BABA, MSFT, GPN, LTHM 13F-HR 2/13/2020, 04:04 PM
Q3 2019 11 $566M +$96.9M -$134M -$36.8M FND, MSFT, BABA, GPN, LTHM 13F-HR 11/14/2019, 08:37 AM
Q2 2019 12 $653M +$135M -$60.1M +$75.4M FND, BABA, FTCH, MSFT, CGNX 13F-HR 8/14/2019, 11:35 AM
Q1 2019 10 $593M +$98.7M -$135M -$35.8M FND, BABA, CGNX, FTCH, MSFT 13F-HR 5/15/2019, 03:22 PM
Q4 2018 7 $446M +$126M -$7.99M +$118M FND, BABA, CGNX, HXL, FTCH 13F-HR 2/12/2019, 09:19 AM
Q3 2018 6 $414M +$43.9M -$58.4M -$14.6M BABA, CGNX, FND, HXL, FEDU 13F-HR 11/13/2018, 09:55 AM
Q2 2018 8 $459M +$78.7M +$78.7M BABA, CGNX, FND, HXL, ALB 13F-HR 8/13/2018, 12:37 PM
Q1 2018 7 $402M +$98.2M +$98.2M BABA, CGNX, FND, HXL, FEDU 13F-HR 5/14/2018, 01:43 PM
Q4 2017 6 $389M +$51.9M -$46.9M +$4.97M BABA, CGNX, HXL, CSTE, MHK 13F-HR 2/13/2018, 10:55 AM
Q3 2017 6 $458M +$199K -$51.5M -$51.3M BABA, CGNX, CSTE, HXL, MHK 13F-HR 11/13/2017, 03:55 PM
Q2 2017 8 $486M +$57.5M -$168M -$111M BABA, CGNX, CSTE, HXL, GRUBXXXX 13F-HR 8/14/2017, 06:10 AM
Q1 2017 6 $523M -$28M -$28M GRUBXXXX, BABA, CGNX, CSTE, HXL 13F-HR 5/15/2017, 02:48 PM
Q4 2016 8 $498M +$78.4M -$12.6M +$65.8M GRUBXXXX, BABA, CGNX, CSTE, HXL 13F-HR 2/14/2017, 06:26 AM
Q3 2016 11 $508M +$48.6M -$2.01M +$46.6M GRUBXXXX, BABA, CGNX, CSTE, LABL 13F-HR 11/14/2016, 06:51 AM
Q2 2016 10 $367M +$33.7M -$50.6M -$16.9M GRUBXXXX, BABA, CGNX, CSTE, LABL 13F-HR 8/15/2016, 07:05 AM
Q1 2016 11 $398M +$91.8M -$42.4M +$49.4M GRUBXXXX, BABA, CGNX, HXL, LABL 13F-HR 5/16/2016, 08:45 AM
Q4 2015 13 $357M +$113M -$51.2M +$61.9M GRUBXXXX, HXL, BABA, CGNX, TAL 13F-HR 2/12/2016, 05:58 AM
Q3 2015 11 $349M +$82.3M -$46.3M +$36M GRUBXXXX, TAL, HXL, MJN, BABA 13F-HR 11/16/2015, 03:11 PM
Q2 2015 13 $429M +$180M -$140M +$40.4M TAL, MJN, GRUBXXXX, KANG, QUNR 13F-HR 8/14/2015, 04:10 PM
Q1 2015 9 $438M +$22.3M -$98.6M -$76.4M TAL, GOOGXXXX, BIDU, QUNR, MJN 13F-HR 5/15/2015, 04:21 PM
Q4 2014 11 $521M +$59.5M -$55.4M +$4.03M BIDU, GOOGXXXX, TAL, GOOGLXXXX, MJN 13F-HR 2/17/2015, 03:34 PM
Q3 2014 13 $590M +$46.4M -$114M -$67.9M BIDU, TAL, GOOGXXXX, GOOGLXXXX, MJN 13F-HR 11/14/2014, 03:15 PM
Q2 2014 11 $626M +$52.4M -$47.5M +$4.83M BIDU, TAL, GOOGLXXXX, VECO, WUBA 13F-HR 8/14/2014, 08:03 AM
Q1 2014 11 $626M -$664M -$664M BIDU, GOOGLXXXX, VECO, TAL, VIPS 13F-HR 5/15/2014, 08:01 AM
Q4 2013 18 $1.46B BIDU, GOOGLXXXX, MJN, YELP, VECO 13F-HR 2/12/2014, 07:16 AM