JOHO CAPITAL LLC
New York NY · SEC CIK 0001106500
$3.73亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 30.6%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WIX 新建仓+$2,488.95万
WMT 加仓+$1,230.37万
HUBB 新建仓+$1,172.87万
WRD 新建仓+$637.20万
SN 新建仓+$508.32万
2026Q1 卖出最多 按季末市值估算
UBER 清仓-$7,369.42万
MSFT 减仓-$1,887.87万
APH 减仓-$560.99万
PWR 清仓-$173.47万
PG 清仓-$75.24万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1.14亿 | 30.59% | 308,300 | -51,000 | -14.2% | -$1,887.87万 | 减仓 |
| BROS | DUTCH BROS INC | $7,185.58万 | 19.26% | 1,418,394 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,424.43万 | 17.22% | 190,100 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $5,556.64万 | 14.89% | 266,800 | 2,300 | 0.9% | $47.90万 | 加仓 |
| WIX | WIX COM LTD | $2,488.95万 | 6.67% | 276,335 | 276,335 | — | $2,488.95万 | 新建仓 |
| WMT | WALMART INC | $1,489.50万 | 3.99% | 119,850 | 99,000 | 474.8% | $1,230.37万 | 加仓 |
| HUBB | HUBBELL INC | $1,172.87万 | 3.14% | 23,900 | 23,900 | — | $1,172.87万 | 新建仓 |
| WRD | WERIDE INC | $637.20万 | 1.71% | 787,636 | 787,636 | — | $637.20万 | 新建仓 |
| SN | SHARKNINJA INC | $508.32万 | 1.36% | 48,000 | 48,000 | — | $508.32万 | 新建仓 |
| APH | AMPHENOL CORP | $430.60万 | 1.15% | 34,080 | -44,400 | -56.6% | -$560.99万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -901,900 | -100.0% | -$7,369.42万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -4,110 | -100.0% | -$173.47万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -5,250 | -100.0% | -$75.24万 | 清仓 |