JOHO CAPITAL LLC
New York NY · SEC CIK 0001106500
$4.60亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 23.3%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HUBB 加仓+$1,941.07万
AMZN 加仓+$1,901.95万
PAYP 新建仓+$1,377.98万
WRD 加仓+$413.21万
2026Q2 卖出最多 按季末市值估算
WIX 清仓-$2,488.95万
MSFT 减仓-$794.53万
WMT 减仓-$319.39万
2026Q2 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 | $1.07亿 | 23.25% | 287,000 | -21,300 | -6.9% | -$794.53万 | 减仓 |
| BROS | DUTCH BROS INC | $1.02亿 | 22.12% | 1,418,394 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9,078.61万 | 19.72% | 190,100 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $8,260.86万 | 17.94% | 346,600 | 79,800 | 29.9% | $1,901.95万 | 加仓 |
| HUBB | HUBBELL INC | $3,191.52万 | 6.93% | 61,000 | 37,100 | 155.2% | $1,941.07万 | 加仓 |
| PAYP | PAYPAY CORP | $1,377.98万 | 2.99% | 961,608 | 961,608 | — | $1,377.98万 | 新建仓 |
| WMT | WALMART INC | $1,038.03万 | 2.25% | 91,650 | -28,200 | -23.5% | -$319.39万 | 减仓 |
| WRD | WERIDE INC | $871.62万 | 1.89% | 1,497,626 | 709,990 | 90.1% | $413.21万 | 加仓 |
| SN | SHARKNINJA INC | $730.90万 | 1.59% | 48,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $600.90万 | 1.31% | 34,080 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -276,335 | -100.0% | -$2,488.95万 | 清仓 |