Joho Capital LLC Robert Karr
New York, NY 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $460M
- 10 holdings
- 2026 Q2
- +23.3% QoQ
- Top 5 89.9%
Robert Karr's biggest moves in 2026 Q2 were opening Paypay, adding to Hubbell and Amazon, trimming Microsoft and Walmart, and selling out of Wix.com.
AUM over time
Latest book
| MSFT, Microsoft | Reduce −6.9% | 287,000 | $373.02 | $107M | −21,300 | −$7.1M | |
| BROS, Dutch Bros | Hold | 1,418,394 | $71.81 | $102M | — | — | |
| TSM, Taiwan Semiconductor | Hold | 190,100 | $477.57 | $91M | — | — | |
| AMZN, Amazon | Add +29.9% | 346,600 | $238.34 | $83M | +79,800 | +$27M | |
| HUBB, Hubbell | Add +155.2% | 61,000 | $523.20 | $32M | +37,100 | +$20M | |
| PAYP, Paypay | New | 961,608 | $14.33 | $14M | +961,608 | +$14M | |
| WMT, Walmart | Reduce −23.5% | 91,650 | $113.26 | $10M | −28,200 | −$4.5M | |
| WRD, Weride | Add +90.1% | 1,497,626 | $5.82 | $8.7M | +709,990 | +$2.3M | |
| SN, Sharkninja | Hold | 48,000 | $152.27 | $7.3M | — | — | |
| APH, Amphenol | Hold | 34,080 | $176.32 | $6M | — | — |
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WIX, Wix.com | Exit | 0 | $90.07 | $25M | −276,335 | −$25M |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 10 | $460M | +23.3% | 13F-HR | 8/14/2026 | 000117266126003778 |
| 2026 Q1 | 10 | $373M | −20.5% | 13F-HR | 5/15/2026 | 000117266126002083 |
| 2025 Q4 | 9 | $469M | −16.7% | 13F-HR | 2/17/2026 | 000117266126000868 |
| 2025 Q3 | 9 | $563M | −20.7% | 13F-HR | 11/14/2025 | 000117266125004905 |
| 2025 Q2 | 9 | $710M | +22.6% | 13F-HR | 8/14/2025 | 000117266125003436 |
| 2025 Q1 | 8 | $579M | +0.5% | 13F-HR | 5/14/2025 | 000117266125001848 |
| 2024 Q4 | 10 | $576M | −9.0% | 13F-HR | 2/14/2025 | 000117266125000865 |
| 2024 Q3 | 12 | $633M | −10.5% | 13F-HR | 11/14/2024 | 000117266124004879 |
| 2024 Q2 | 12 | $707M | −1.9% | 13F-HR | 8/14/2024 | 000117266124003364 |
| 2024 Q1 | 16 | $721M | +30.6% | 13F-HR | 5/15/2024 | 000117266124002336 |
| 2023 Q4 | 16 | $552M | +24.3% | 13F-HR | 2/14/2024 | 000117266124000878 |
| 2023 Q3 | 16 | $444M | −10.8% | 13F-HR | 11/14/2023 | 000117266123003870 |
| 2023 Q2 | 19 | $498M | +28.0% | 13F-HR | 8/14/2023 | 000117266123003157 |
| 2023 Q1 | 17 | $389M | +25.9% | 13F-HR | 5/15/2023 | 000117266123002123 |
| 2022 Q4 | 15 | $309M | −13.7% | 13F-HR | 2/14/2023 | 000117266123001366 |
| 2022 Q3 | 14 | $358M | −18.3% | 13F-HR | 11/14/2022 | 000117266122002389 |
| 2022 Q2 | 12 | $438M | −37.5% | 13F-HR | 8/12/2022 | 000117266122001792 |
| 2022 Q1 | 19 | $701M | −3.0% | 13F-HR | 5/16/2022 | 000117266122001311 |
| 2021 Q4 | 20 | $723M | −2.8% | 13F-HR | 2/14/2022 | 000117266122000745 |
| 2021 Q3 | 20 | $744M | — | 13F-HR | 11/15/2021 | 000117266121002218 |
About
Joho Capital LLC
20 processed 13Fs on this site, 2021 Q3 to 2026 Q2