Manager

Robert Karr

SEC filing name: JOHO CAPITAL LLC

All 13F filings

Notable person
Robert Karr
SEC filing name
JOHO CAPITAL LLC
Location
New York, NY
CIK
0001106500
All SEC filings
View on sec.gov

AUM over time

13F holdings value ($ millions)

showing latest · scroll left for older quarters

Portfolio

Latest Disclosed Portfolio

2026 Q1 · filed 5/15/2026 · 10 long positions

  1. MICROSOFT CORP - MSFT 30.6%
  2. DUTCH BROS INC 19.3%
  3. TAIWAN SEMICONDUCTOR MANUFAC - TSM 17.2%
  4. AMAZON COM INC - AMZN 14.9%
  5. WIX COM LTD 6.7%
  6. WALMART INC - WMT 4.0%
  7. HUBBELL INC 3.1%
  8. WERIDE INC 1.7%
  9. SHARKNINJA INC 1.4%
  10. AMPHENOL CORP - APH 1.1%

This quarter’s activity

2026 Q1 vs 2025 Q4 · filed 5/15/2026

all activity → full comparison →
Action Issuer Δ Shares Δ Port %
Exit UBER · Uber Technologies Inc. -901,900 -15.73 pp
Reduce MSFT · Microsoft Corp. -51,000 -6.50 pp
New Wix Com Ltd +276,335 +6.67 pp
Add WMT · Walmart Inc. +99,000 +3.50 pp
New Hubbell Inc. +23,900 +3.14 pp
New Weride Inc. +787,636 +1.71 pp
Reduce APH · Amphenol Corp. -44,400 -1.11 pp
Add AMZN · Amazon Com Inc. +2,300 +1.86 pp
New Sharkninja Inc. +48,000 +1.36 pp
Exit Quanta Svcs Inc. -4,110 -0.37 pp
Exit PG · Procter And Gamble Co. -5,250 -0.16 pp
Filing ID Report period Holdings Value ($000) Form type Date filed Name
000117266126002083 Q1 2026 10 373,064,302 13F-HR 5/15/2026 JOHO CAPITAL LLC
000117266126000868 Q4 2025 9 468,530,106 13F-HR 2/17/2026 JOHO CAPITAL LLC
000117266125004905 Q3 2025 9 562,987,504 13F-HR 11/14/2025 JOHO CAPITAL LLC
000117266125003436 Q2 2025 9 709,923,338 13F-HR 8/14/2025 JOHO CAPITAL LLC
000117266125001848 Q1 2025 8 578,891,636 13F-HR 5/14/2025 JOHO CAPITAL LLC
000117266125000865 Q4 2024 10 576,268,773 13F-HR 2/14/2025 JOHO CAPITAL LLC
000117266124004879 Q3 2024 12 633,098,737 13F-HR 11/14/2024 JOHO CAPITAL LLC
000117266124003364 Q2 2024 12 706,886,407 13F-HR 8/14/2024 JOHO CAPITAL LLC
000117266124002336 Q1 2024 16 721,017,176 13F-HR 5/15/2024 JOHO CAPITAL LLC
000117266124000878 Q4 2023 16 551,724,770 13F-HR 2/14/2024 JOHO CAPITAL LLC
000117266123003870 Q3 2023 16 444,291,788 13F-HR 11/14/2023 JOHO CAPITAL LLC
000117266123003157 Q2 2023 19 497,802,856 13F-HR 8/14/2023 JOHO CAPITAL LLC
000117266123002123 Q1 2023 17 388,704,701 13F-HR 5/15/2023 JOHO CAPITAL LLC
000117266123001366 Q4 2022 15 309,035,286 13F-HR 2/14/2023 JOHO CAPITAL LLC
000117266122002389 Q3 2022 14 357,661 13F-HR 11/14/2022 JOHO CAPITAL LLC
000117266122001792 Q2 2022 12 437,529 13F-HR 8/12/2022 JOHO CAPITAL LLC
000117266122001311 Q1 2022 19 700,626 13F-HR 5/16/2022 JOHO CAPITAL LLC
000117266122000745 Q4 2021 20 722,749 13F-HR 2/14/2022 JOHO CAPITAL LLC
000117266121002218 Q3 2021 20 743,780 13F-HR 11/15/2021 JOHO CAPITAL LLC