StockDriftsStockDriftsTop 10 Joho Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 30.59% | 308.3K | $114.1M | -14.19%(-51.00K) | $143.80(+193.42%) | 2026-03-31 | |
| BROS | DUTCH BROS INC | 19.26% | 1.42M | $71.9M | +0.00%(+0) | $33.27(+53.31%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 17.22% | 190.1K | $64.2M | +0.00%(+0) | $186.34(+116.99%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 14.89% | 266.8K | $55.6M | +0.87%(+2.30K) | $219.48(+20.35%) | 2026-03-31 | |
| WIX | WIX COM LTD | 6.67% | 276.3K | $24.9M | new | $96.98(-43.63%) | 2026-03-31 | |
| WMT | WALMART INC | 3.99% | 119.8K | $14.9M | +474.82%(+99.00K) | $115.37(+13.94%) | 2026-03-31 | |
| HUBB | HUBBELL INC | 3.14% | 23.9K | $11.7M | new | $467.42(+2.68%) | 2026-03-31 | |
| WRD | WERIDE INC | 1.71% | 787.6K | $6.4M | new | $8.39(-14.85%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 1.36% | 48.0K | $5.1M | new | $108.90(-3.00%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 1.15% | 34.1K | $4.3M | -56.57%(-44.40K) | $36.47(+242.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.07% | +26.22% |
| Top 20 Holdings Unweighted | +6.70% | +21.47% |
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