BROS position history
The shares of Dutch Bros (BROS) that JOHO CAPITAL LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q1: 356,803 shares, $11M, 2.9% of portfolio, New
- 2023 Q2: not held, Exit
- 2023 Q3: 254,803 shares, $5.9M, 1.3% of portfolio, New
- 2023 Q4: 258,003 shares, $8.2M, 1.5% of portfolio, Add +1.3%
- 2024 Q1: 1,364,514 shares, $45M, 6.2% of portfolio, Add +428.9%
- 2024 Q2: 1,364,514 shares, $56M, 8.0% of portfolio
- 2024 Q3: 1,919,514 shares, $61M, 9.7% of portfolio, Add +40.7%
- 2024 Q4: 1,919,514 shares, $101M, 17.4% of portfolio
- 2025 Q1: 1,919,514 shares, $119M, 20.5% of portfolio
- 2025 Q2: 1,754,789 shares, $120M, 16.9% of portfolio, Reduce −8.6%
- 2025 Q3: 1,418,394 shares, $74M, 13.2% of portfolio, Reduce −19.2%
- 2025 Q4: 1,418,394 shares, $87M, 18.5% of portfolio
- 2026 Q1: 1,418,394 shares, $72M, 19.3% of portfolio
- 2026 Q2: 1,418,394 shares, $102M, 22.1% of portfolio
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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