JOHO CAPITAL LLC: WERIDE INC (WRD): Quarterly 13F Position History
As of Q2 2026, JOHO CAPITAL LLC reported 1,497,626 shares of WERIDE INC (WRD), worth $8.7M and representing 1.9% of its 13F equity book. Quarter-over-quarter share count change: + 709,990 (+90.1%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,497,626Shares Held (Latest Filing)
- $8.7MReported Market Value (Latest Filing)
- 1.9%Portfolio Weight (% of 13F Equity Book)
- +709,990Quarter-over-Quarter Share Change
- +$2.3MQuarter-over-Quarter Value Change
- 1,497,626Peak Reported Shares (Historical)
Recent initiation: JOHO CAPITAL LLC first reported WRD on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,497,626 | +709,990 | +90.1% | $8.7M | 1.9% | $5.8 |
| Q1 2026 | 787,636 | – | – | $6.4M | 1.7% | $8.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did JOHO CAPITAL LLC first disclose a WRD position in 13F-HR filings?
JOHO CAPITAL LLC first reported WERIDE INC (WRD) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was JOHO CAPITAL LLC's most recent quarter-over-quarter share-count change in WRD?
Between Q1 2026 and Q2 2026, JOHO CAPITAL LLC added 709,990 shares of WRD (+90.1%), bringing the total reported position to 1,497,626 shares at a market value of $8.7M.
Does the implied price-per-share represent JOHO CAPITAL LLC's cost basis in WRD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.