Joho Capital LLC holds a concentrated book of 10 stocks worth $373.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Wix.com Ltd and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 31% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1106500/holdings"
Use Arkolith to show JOHO CAPITAL LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $114.1M | 308.3K | 30.6% | ▼−14% Reduced · −51K sh | |
| 2 | Dutch Bros Inc CL A | $71.9M | 1.42M | 19.3% | —Held | |
| 3 | Taiwan Semiconductor Manufac SPONSORED ADS | $64.2M | 190.1K | 17.2% | —Held | |
| 4 | Amazon Com Inc COM | $55.6M | 266.8K | 14.9% | ▲+0.9% Added · +2K sh | |
| 5 | Wix Com Ltd SHS | $24.9M | 276.3K | 6.7% | ▲New New position | |
| 6 | Walmart Inc COM | $14.9M | 119.8K | 4.0% | ▲+475% Added · +99K sh | |
| 7 | Hubbell Inc COM | $11.7M | 23.9K | 3.1% | ▲New New position | |
| 8 | Weride Inc SPONSORED ADS | $6.4M | 787.6K | 1.7% | ▲New New position | |
| 9 | Sharkninja Inc COM SHS | $5.1M | 48.0K | 1.4% | ▲New New position | |
| 10 | Amphenol Corp CL A | $4.3M | 34.1K | 1.2% | ▼−57% Reduced · −44K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.