Joho Capital LLC - Q12026 Holdings

Joho Capital LLC holds 10 stocks with a total portfolio value of $ 373.06M as of Q12026. In Q12026, Joho Capital LLC added 4 new positions, increased stakes in 2 stocks, reduced 2 holdings, and fully exited 3 positions. The largest holding is Microsoft Corp (MSFT), representing 30.59% of the total portfolio.