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Joho Capital LLC activity

Every position Robert Karr opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 14 Aug. Sitewide activity

New 1
Add 3
Reduce 2
Exit 1

7 shown

Ticker Action Δ weight Detail Period
PAYP New 0% to 3.0% $14M Q1→Q2
WIX Exit 6.7% to 0% $25M Q1→Q2
HUBB Add 3.1% to 6.9% +155.2% sh Q1→Q2
AMZN Add 14.9% to 17.9% +29.9% sh Q1→Q2
WRD Add 1.7% to 1.9% +90.1% sh Q1→Q2
MSFT Reduce 30.6% to 23.3% −6.9% sh Q1→Q2
WMT Reduce 4.0% to 2.3% −23.5% sh Q1→Q2