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 | $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 | -$60,625,622 | -$13,134,463 | MSFT, UBER, ADBE, PWR, SHLS | 13F-HR | 14 Aug 2024, 08:14 |
| Q1 2024 | 16 | $721,017,176 | +$144,848,679 | -$26,185,836 | +$118,662,843 | MSFT, ADBE, UBER, PWR, SHLS | 13F-HR | 15 May 2024, 09:11 |
| Q4 2023 | 16 | $551,724,770 | +$108,594,132 | -$71,955,519 | +$36,638,613 | MSFT, UBER, PWR, ADBE, SHLS | 13F-HR | 14 Feb 2024, 07:41 |
| Q3 2023 | 20 | $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 | 22 | $497,802,856 | +$109,116,506 | -$42,780,483 | +$66,336,023 | MSFT, PWR, EEFT, NXT, SHLS | 13F-HR | 14 Aug 2023, 17:14 |
| Q1 2023 | 17 | $388,704,701 | +$42,146,430 | -$4,189,340 | +$37,957,090 | MSFT, PWR, EEFT, ARRY, SEDG | 13F-HR | 15 May 2023, 09:20 |
| Q4 2022 | 15 | $309,035,286 | +$86,649,751 | -$76,745,360 | +$9,904,391 | MSFT, EEFT, PWR, SEDG, SHLS | 13F-HR | 14 Feb 2023, 15:38 |
| Q3 2022 | 14 | $357,661,000 | +$28,963,870 | -$57,066,402 | -$28,102,532 | MSFT, LTHM, EEFT, BABA, INTU | 13F-HR | 14 Nov 2022, 08:59 |
| Q2 2022 | 12 | $437,529,000 | +$2,043,611 | -$100,296,819 | -$98,253,208 | MSFT, BABA, LTHM, EEFT, GPN | 13F-HR | 12 Aug 2022, 09:09 |
| Q1 2022 | 19 | $700,626,000 | +$27,248,434 | -$16,973,484 | +$10,274,950 | MSFT, BABA, LTHM, GPN, EEFT | 13F-HR | 16 May 2022, 08:48 |
| Q4 2021 | 20 | $722,749,000 | +$29,722,898 | -$34,856,117 | -$5,133,219 | MSFT, BABA, GPN, LTHM, EEFT | 13F-HR | 14 Feb 2022, 14:53 |
| Q3 2021 | 20 | $743,780,000 | +$98,486,917 | -$27,781,223 | +$70,705,694 | MSFT, BABA, GPN, LTHM, DT | 13F-HR | 15 Nov 2021, 11:13 |
| Q2 2021 | 22 | $703,831,000 | +$23,499,769 | $0 | +$23,499,769 | MSFT, BABA, GPN, LTHM, DT | 13F-HR | 16 Aug 2021, 16:42 |
| Q1 2021 | 21 | $643,967,000 | +$116,546,312 | -$50,570,194 | +$65,976,118 | MSFT, BABA, GPN, LTHM, EEFT | 13F-HR | 17 May 2021, 09:27 |
| Q4 2020 | 18 | $585,829,000 | +$89,482,943 | +$89,482,943 | BABA, MSFT, GPN, LTHM, EEFT | 13F-HR | 16 Feb 2021, 06:07 | |
| Q3 2020 | 10 | $494,713,000 | +$88,122,527 | -$17,313,995 | +$70,808,532 | BABA, MSFT, GPN, LTHM, EEFT | 13F-HR | 13 Nov 2020, 13:34 |
| Q2 2020 | 8 | $349,490,000 | +$17,255,976 | -$169,130,954 | -$151,874,978 | BABA, MSFT, LTHM, FND, GPN | 13F-HR | 14 Aug 2020, 10:34 |
| Q1 2020 | 10 | $385,890,000 | +$6,616,001 | -$130,894,777 | -$124,278,776 | BABA, MSFT, FND, GPN, LTHM | 13F-HR | 14 May 2020, 16:45 |
| Q4 2019 | 11 | $670,965,000 | +$47,540,092 | -$14,775,341 | +$32,764,751 | FND, BABA, MSFT, GPN, LTHM | 13F-HR | 13 Feb 2020, 16:04 |
| Q3 2019 | 11 | $566,234,000 | +$96,924,055 | -$133,712,378 | -$36,788,323 | FND, MSFT, BABA, GPN, LTHM | 13F-HR | 14 Nov 2019, 08:37 |
| Q2 2019 | 12 | $653,032,000 | +$135,474,536 | -$60,075,538 | +$75,398,998 | FND, BABA, FTCH, MSFT, CGNX | 13F-HR | 14 Aug 2019, 11:35 |
| Q1 2019 | 10 | $593,215,000 | +$98,719,676 | -$134,550,880 | -$35,831,204 | FND, BABA, CGNX, FTCH, MSFT | 13F-HR | 15 May 2019, 15:22 |
| Q4 2018 | 7 | $446,149,000 | +$125,514,572 | -$7,992,336 | +$117,522,236 | FND, BABA, CGNX, HXL, FTCH | 13F-HR | 12 Feb 2019, 09:19 |
| Q3 2018 | 6 | $413,647,000 | +$43,869,794 | -$58,448,588 | -$14,578,794 | BABA, CGNX, FND, HXL, FEDU | 13F-HR | 13 Nov 2018, 09:55 |
| Q2 2018 | 8 | $459,208,000 | +$78,706,225 | +$78,706,225 | BABA, CGNX, FND, HXL, ALB | 13F-HR | 13 Aug 2018, 12:37 | |
| Q1 2018 | 7 | $402,423,000 | +$98,194,158 | +$98,194,158 | BABA, CGNX, FND, HXL, FEDU | 13F-HR | 14 May 2018, 13:43 | |
| Q4 2017 | 6 | $388,648,000 | +$51,912,142 | -$46,945,836 | +$4,966,306 | BABA, CGNX, HXL, CSTE, MHK | 13F-HR | 13 Feb 2018, 10:55 |
| Q3 2017 | 6 | $458,361,000 | +$198,758 | -$51,492,091 | -$51,293,333 | BABA, CGNX, CSTE, HXL, MHK | 13F-HR | 13 Nov 2017, 15:55 |
| Q2 2017 | 8 | $485,786,000 | +$57,515,027 | -$168,271,866 | -$110,756,839 | BABA, CGNX, CSTE, HXL, GRUBXXXX | 13F-HR | 14 Aug 2017, 06:10 |
| Q1 2017 | 6 | $522,962,000 | -$27,951,270 | -$27,951,270 | GRUBXXXX, BABA, CGNX, CSTE, HXL | 13F-HR | 15 May 2017, 14:48 | |
| Q4 2016 | 8 | $498,015,000 | +$78,369,268 | -$12,604,845 | +$65,764,423 | GRUBXXXX, BABA, CGNX, CSTE, HXL | 13F-HR | 14 Feb 2017, 06:26 |
| Q3 2016 | 11 | $508,199,000 | +$48,627,316 | -$2,010,039 | +$46,617,277 | GRUBXXXX, BABA, CGNX, CSTE, LABL | 13F-HR | 14 Nov 2016, 06:51 |
| Q2 2016 | 10 | $367,294,000 | +$33,724,904 | -$50,647,154 | -$16,922,250 | GRUBXXXX, BABA, CGNX, CSTE, LABL | 13F-HR | 15 Aug 2016, 07:05 |
| Q1 2016 | 11 | $398,135,000 | +$91,782,386 | -$42,384,309 | +$49,398,077 | GRUBXXXX, BABA, CGNX, HXL, LABL | 13F-HR | 16 May 2016, 08:45 |
| Q4 2015 | 13 | $357,003,000 | +$113,114,751 | -$51,219,372 | +$61,895,379 | GRUBXXXX, HXL, BABA, CGNX, TAL | 13F-HR | 12 Feb 2016, 05:58 |
| Q3 2015 | 11 | $349,247,000 | +$82,305,632 | -$46,334,289 | +$35,971,343 | GRUBXXXX, TAL, HXL, MJN, BABA | 13F-HR | 16 Nov 2015, 15:11 |
| Q2 2015 | 13 | $429,110,000 | +$180,209,202 | -$139,820,508 | +$40,388,694 | TAL, MJN, GRUBXXXX, KANG, QUNR | 13F-HR | 14 Aug 2015, 16:10 |
| Q1 2015 | 9 | $437,603,000 | +$22,257,337 | -$98,628,390 | -$76,371,053 | TAL, GOOGXXXX, BIDU, QUNR, MJN | 13F-HR | 15 May 2015, 16:21 |
| Q4 2014 | 11 | $521,374,000 | +$59,451,777 | -$55,425,205 | +$4,026,572 | BIDU, GOOGXXXX, TAL, GOOGLXXXX, MJN | 13F-HR | 17 Feb 2015, 15:34 |
| Q3 2014 | 13 | $590,137,000 | +$46,375,947 | -$114,241,891 | -$67,865,944 | BIDU, TAL, GOOGXXXX, GOOGLXXXX, MJN | 13F-HR | 14 Nov 2014, 15:15 |
| Q2 2014 | 11 | $625,669,000 | +$52,350,902 | -$47,518,696 | +$4,832,206 | BIDU, TAL, GOOGLXXXX, VECO, WUBA | 13F-HR | 14 Aug 2014, 08:03 |
| Q1 2014 | 11 | $625,882,000 | -$663,673,404 | -$663,673,404 | BIDU, GOOGLXXXX, VECO, TAL, VIPS | 13F-HR | 15 May 2014, 08:01 | |
| Q4 2013 | 18 | $1,461,805,000 | $0 | BIDU, GOOGLXXXX, MJN, YELP, VECO | 13F-HR | 12 Feb 2014, 07:16 |