Manager activity

JOHO CAPITAL LLC

Robert Karr

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 1

Add 3

Reduce 2

Exit 1

7 shown

ticker	action	Δ port	detail	period
PAYP	New	+2.99 pp	opened 3.0%	Q1→Q2
WIX	Exit	−6.67 pp	was 6.7%	Q1→Q2
HUBB	Add	+3.79 pp	+155.2% sh	Q1→Q2
AMZN	Add	+3.05 pp	+29.9% sh	Q1→Q2
WRD	Add	+0.19 pp	+90.1% sh	Q1→Q2
MSFT	Reduce	−7.34 pp	−6.9% sh	Q1→Q2
WMT	Reduce	−1.74 pp	−23.5% sh	Q1→Q2