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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 9 | $563M | +$59.2M | -$217M | -$158M | MSFT, UBER, BROS, TSM, AMZN | 13F-HR | 14 Nov 2025, 10:45 |
| Q2 2025 | 9 | $710M | +$34.1M | -$45.6M | -$11.5M | MSFT, BROS, UBER, PWR, TSM | 13F-HR | 14 Aug 2025, 15:06 |
| Q1 2025 | 8 | $579M | +$39.2M | -$14.1M | +$25.1M | MSFT, BROS, ADBE, UBER, PWR | 13F-HR | 14 May 2025, 13:21 |
| Q4 2024 | 10 | $576M | +$33M | -$104M | -$70.8M | MSFT, BROS, ADBE, PWR, UBER | 13F-HR | 14 Feb 2025, 08:17 |
| Q3 2024 | 12 | $633M | +$18.1M | -$74.7M | -$56.7M | MSFT, UBER, PWR, BROS, ADBE | 13F-HR | 14 Nov 2024, 11:41 |
| Q2 2024 | 12 | $707M | +$47.5M | -$60.6M | -$13.1M | MSFT, UBER, ADBE, PWR, SHLS | 13F-HR | 14 Aug 2024, 08:14 |
| Q1 2024 | 16 | $721M | +$145M | -$26.2M | +$119M | MSFT, ADBE, UBER, PWR, SHLS | 13F-HR | 15 May 2024, 09:11 |
| Q4 2023 | 16 | $552M | +$109M | -$72M | +$36.6M | MSFT, UBER, PWR, ADBE, SHLS | 13F-HR | 14 Feb 2024, 07:41 |
| Q3 2023 | 20 | $444M | +$45.7M | -$69.7M | -$24M | MSFT, PWR, UBER, GOOG, NXT | 13F-HR | 14 Nov 2023, 09:39 |
| Q2 2023 | 22 | $498M | +$109M | -$42.8M | +$66.3M | MSFT, PWR, EEFT, NXT, SHLS | 13F-HR | 14 Aug 2023, 17:14 |
| Q1 2023 | 17 | $389M | +$42.1M | -$4.19M | +$38M | MSFT, PWR, EEFT, ARRY, SEDG | 13F-HR | 15 May 2023, 09:20 |
| Q4 2022 | 15 | $309M | +$86.6M | -$76.7M | +$9.9M | MSFT, EEFT, PWR, SEDG, SHLS | 13F-HR | 14 Feb 2023, 15:38 |
| Q3 2022 | 14 | $358M | +$29M | -$57.1M | -$28.1M | MSFT, LTHM, EEFT, BABA, INTU | 13F-HR | 14 Nov 2022, 08:59 |
| Q2 2022 | 12 | $438M | +$2.04M | -$100M | -$98.3M | MSFT, BABA, LTHM, EEFT, GPN | 13F-HR | 12 Aug 2022, 09:09 |
| Q1 2022 | 19 | $701M | +$27.2M | -$17M | +$10.3M | MSFT, BABA, LTHM, GPN, EEFT | 13F-HR | 16 May 2022, 08:48 |
| Q4 2021 | 20 | $723M | +$29.7M | -$34.9M | -$5.13M | MSFT, BABA, GPN, LTHM, EEFT | 13F-HR | 14 Feb 2022, 14:53 |
| Q3 2021 | 20 | $744M | +$98.5M | -$27.8M | +$70.7M | MSFT, BABA, GPN, LTHM, DT | 13F-HR | 15 Nov 2021, 11:13 |
| Q2 2021 | 22 | $704M | +$23.5M | $0 | +$23.5M | MSFT, BABA, GPN, LTHM, DT | 13F-HR | 16 Aug 2021, 16:42 |
| Q1 2021 | 21 | $644M | +$117M | -$50.6M | +$66M | MSFT, BABA, GPN, LTHM, EEFT | 13F-HR | 17 May 2021, 09:27 |
| Q4 2020 | 18 | $586M | +$89.5M | +$89.5M | BABA, MSFT, GPN, LTHM, EEFT | 13F-HR | 16 Feb 2021, 06:07 | |
| Q3 2020 | 10 | $495M | +$88.1M | -$17.3M | +$70.8M | BABA, MSFT, GPN, LTHM, EEFT | 13F-HR | 13 Nov 2020, 13:34 |
| Q2 2020 | 8 | $349M | +$17.3M | -$169M | -$152M | BABA, MSFT, LTHM, FND, GPN | 13F-HR | 14 Aug 2020, 10:34 |
| Q1 2020 | 10 | $386M | +$6.62M | -$131M | -$124M | BABA, MSFT, FND, GPN, LTHM | 13F-HR | 14 May 2020, 16:45 |
| Q4 2019 | 11 | $671M | +$47.5M | -$14.8M | +$32.8M | FND, BABA, MSFT, GPN, LTHM | 13F-HR | 13 Feb 2020, 16:04 |
| Q3 2019 | 11 | $566M | +$96.9M | -$134M | -$36.8M | FND, MSFT, BABA, GPN, LTHM | 13F-HR | 14 Nov 2019, 08:37 |
| Q2 2019 | 12 | $653M | +$135M | -$60.1M | +$75.4M | FND, BABA, FTCH, MSFT, CGNX | 13F-HR | 14 Aug 2019, 11:35 |
| Q1 2019 | 10 | $593M | +$98.7M | -$135M | -$35.8M | FND, BABA, CGNX, FTCH, MSFT | 13F-HR | 15 May 2019, 15:22 |
| Q4 2018 | 7 | $446M | +$126M | -$7.99M | +$118M | FND, BABA, CGNX, HXL, FTCH | 13F-HR | 12 Feb 2019, 09:19 |
| Q3 2018 | 6 | $414M | +$43.9M | -$58.4M | -$14.6M | BABA, CGNX, FND, HXL, FEDU | 13F-HR | 13 Nov 2018, 09:55 |
| Q2 2018 | 8 | $459M | +$78.7M | +$78.7M | BABA, CGNX, FND, HXL, ALB | 13F-HR | 13 Aug 2018, 12:37 | |
| Q1 2018 | 7 | $402M | +$98.2M | +$98.2M | BABA, CGNX, FND, HXL, FEDU | 13F-HR | 14 May 2018, 13:43 | |
| Q4 2017 | 6 | $389M | +$51.9M | -$46.9M | +$4.97M | BABA, CGNX, HXL, CSTE, MHK | 13F-HR | 13 Feb 2018, 10:55 |
| Q3 2017 | 6 | $458M | +$199K | -$51.5M | -$51.3M | BABA, CGNX, CSTE, HXL, MHK | 13F-HR | 13 Nov 2017, 15:55 |
| Q2 2017 | 8 | $486M | +$57.5M | -$168M | -$111M | BABA, CGNX, CSTE, HXL, GRUBXXXX | 13F-HR | 14 Aug 2017, 06:10 |
| Q1 2017 | 6 | $523M | -$28M | -$28M | GRUBXXXX, BABA, CGNX, CSTE, HXL | 13F-HR | 15 May 2017, 14:48 | |
| Q4 2016 | 8 | $498M | +$78.4M | -$12.6M | +$65.8M | GRUBXXXX, BABA, CGNX, CSTE, HXL | 13F-HR | 14 Feb 2017, 06:26 |
| Q3 2016 | 11 | $508M | +$48.6M | -$2.01M | +$46.6M | GRUBXXXX, BABA, CGNX, CSTE, LABL | 13F-HR | 14 Nov 2016, 06:51 |
| Q2 2016 | 10 | $367M | +$33.7M | -$50.6M | -$16.9M | GRUBXXXX, BABA, CGNX, CSTE, LABL | 13F-HR | 15 Aug 2016, 07:05 |
| Q1 2016 | 11 | $398M | +$91.8M | -$42.4M | +$49.4M | GRUBXXXX, BABA, CGNX, HXL, LABL | 13F-HR | 16 May 2016, 08:45 |
| Q4 2015 | 13 | $357M | +$113M | -$51.2M | +$61.9M | GRUBXXXX, HXL, BABA, CGNX, TAL | 13F-HR | 12 Feb 2016, 05:58 |
| Q3 2015 | 11 | $349M | +$82.3M | -$46.3M | +$36M | GRUBXXXX, TAL, HXL, MJN, BABA | 13F-HR | 16 Nov 2015, 15:11 |
| Q2 2015 | 13 | $429M | +$180M | -$140M | +$40.4M | TAL, MJN, GRUBXXXX, KANG, QUNR | 13F-HR | 14 Aug 2015, 16:10 |
| Q1 2015 | 9 | $438M | +$22.3M | -$98.6M | -$76.4M | TAL, GOOGXXXX, BIDU, QUNR, MJN | 13F-HR | 15 May 2015, 16:21 |
| Q4 2014 | 11 | $521M | +$59.5M | -$55.4M | +$4.03M | BIDU, GOOGXXXX, TAL, GOOGLXXXX, MJN | 13F-HR | 17 Feb 2015, 15:34 |
| Q3 2014 | 13 | $590M | +$46.4M | -$114M | -$67.9M | BIDU, TAL, GOOGXXXX, GOOGLXXXX, MJN | 13F-HR | 14 Nov 2014, 15:15 |
| Q2 2014 | 11 | $626M | +$52.4M | -$47.5M | +$4.83M | BIDU, TAL, GOOGLXXXX, VECO, WUBA | 13F-HR | 14 Aug 2014, 08:03 |
| Q1 2014 | 11 | $626M | -$664M | -$664M | BIDU, GOOGLXXXX, VECO, TAL, VIPS | 13F-HR | 15 May 2014, 08:01 | |
| Q4 2013 | 18 | $1.46B | BIDU, GOOGLXXXX, MJN, YELP, VECO | 13F-HR | 12 Feb 2014, 07:16 |