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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Joho Capital
Value
$469M
Stocks
10 Stocks
Turnover
0.0%
Top Holdings
MSFT(23.25%) BROS(22.12%) 2330(19.72%) AMZN(17.94%) HUBB(6.93%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| MSFT | None | Microsoft Corp. | Information Technology | $107.1M | 0 | 23.3% | 0 | No Change |
| BROS | None | Dutch Bros Inc. | Consumer Discretionary | $101.9M | 0 | 22.1% | 0 | No Change |
| 2330 | None | Taiwan Semiconductor Manufacturing Company Limited | General | $90.8M | 0 | 19.7% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $82.6M | 0 | 17.9% | 0 | No Change |
| HUBB | None | Hubbell | Industrials | $31.9M | 0 | 6.9% | 0 | No Change |
| PAYP | None | PayPay Corporation | Industrials | $13.8M | 0 | 3.0% | 0 | No Change |
| WMT | None | Walmart Inc. | Consumer Staples | $10.4M | 0 | 2.3% | 0 | No Change |
| WRD | None | WeRide Inc. | General | $8.7M | 0 | 1.9% | 0 | No Change |
| SN | None | SharkNinja, Inc. | Consumer Discretionary | $7.3M | 0 | 1.6% | 0 | No Change |
| APH | None | Amphenol Corporation | Information Technology | $6.0M | 0 | 1.3% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Consumer Discretionary | 3 | $191.8M | 41.6% |
| Information Technology | 2 | $113.1M | 24.6% |
| General | 2 | $99.5M | 21.6% |
| Industrials | 2 | $45.7M | 9.9% |
| Consumer Staples | 1 | $10.4M | 2.3% |