Long-term investor
Joho Capital LLC @johocapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001106500).
Record
- Tracked since 2025-06-30 (448 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.2% · all +3.2%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 23.3% · long · since 2025-06-30
- BROS · 22.1% · long · since 2025-06-30
- TSM · 19.7% · long · since 2025-06-30
- AMZN · 17.9% · long · since 2025-09-30
- HUBB · 6.9% · long · since 2026-03-31
- PAYP · 3.0% · long · since 2026-06-30
- WMT · 2.3% · long · since 2025-09-30
- WRD · 1.9% · long · since 2026-03-31
- SN · 1.6% · long · since 2026-03-31
- APH · 1.3% · long · since 2025-06-30