Featured 13F manager
Joho Capital LLC Robert Karr
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $460M
- 10 Positions
- 2026 Q2
- +23.3% QoQ
- Top 5 89.9%
Portfolio
top 5 89.9% · top 10 100.0%
- MSFT - Microsoft 23.3%
- BROS - Dutch Bros · CL A 22.1%
- TSM - Taiwan Semiconductor 19.7%
- AMZN - Amazon 17.9%
- HUBB - Hubbell 6.9%
- PAYP - Paypay 3.0%
- WMT - Walmart 2.3%
- WRD - Weride 1.9%
- SN - Sharkninja 1.6%
- APH - Amphenol · CL A 1.3%
AUM over time
Book
| MSFT - Microsoft | 27.20% | Hold | 717,500 | $281.92 | $202M |
| BABA - Alibaba Group | 19.05% | Hold | 956,791 | $148.05 | $142M |
| GPN - Global Pmts | 16.67% | Hold | 786,648 | $157.58 | $124M |
| Livent | 13.28% | Hold | 4,273,080 | $23.11 | $99M |
| DT - Dynatrace | 10.58% | Hold | 1,108,600 | $70.97 | $79M |
| EEFT - Euronet Worldwide | 8.04% | Hold | 469,939 | $127.28 | $60M |
| AMZN - Amazon | 0.69% | Hold | 1,552 | $3,285 | $5M |
| META - Meta Platforms · CL A | 0.56% | Hold | 12,230 | $339.41 | $4M |
| PG - Procter And Gamble | 0.52% | Hold | 27,850 | $139.78 | $4M |
| APH - Amphenol · CL A | 0.52% | Hold | 52,940 | $73.23 | $4M |
| NOW - Servicenow | 0.52% | Hold | 6,202 | $622.22 | $4M |
| STZ - Constellation Brands · CL A | 0.52% | Hold | 18,215 | $210.71 | $4M |
| ADBE - Adobe Systems | 0.40% | Hold | 5,130 | $575.63 | $3M |
| EL - Estee Lauder · CL A | 0.32% | Hold | 8,032 | $299.93 | $2M |
| GOOGL - Alphabet · CL A | 0.25% | Hold | 700 | $2,673 | $2M |
| ADSK - Autodesk | 0.25% | Hold | 6,470 | $285.16 | $2M |
| PFGC - Performance Food Group | 0.25% | Hold | 39,500 | $46.46 | $2M |
| ECL - Ecolab | 0.22% | Hold | 7,720 | $208.68 | $2M |
| UBER - UBER Technologies | 0.13% | Hold | 20,950 | $44.82 | $939K |
| PTON - Peloton Interactive · CL A | 0.06% | Hold | 5,375 | $87.07 | $468K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 Q3–2026 Q2