Joho Capital LLC - Q22026 Holdings

Joho Capital LLC holds 10 stocks with a total portfolio value of $ 460.42M as of Q22026. In Q22026, Joho Capital LLC added 1 new position, increased stakes in 3 stocks, reduced 2 holdings, and fully exited 1 position. The largest holding is Microsoft Corp (MSFT), representing 23.25% of the total portfolio.