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%
AUM over time
Book
| MSFT, Microsoft | Hold | 717,500 | $281.92 | $202M | |
| BABA, Alibaba | Hold | 956,791 | $148.05 | $142M | |
| GPN, Global Payments | Hold | 786,648 | $157.58 | $124M | |
| Livent | Hold | 4,273,080 | $23.11 | $99M | |
| DT, Dynatrace | Hold | 1,108,600 | $70.97 | $79M | |
| EEFT, Euronet Worldwide | Hold | 469,939 | $127.28 | $60M | |
| AMZN, Amazon | Hold | 1,552 | $3,285 | $5.1M | |
| META, Meta Platforms | Hold | 12,230 | $339.41 | $4.2M | |
| PG, Procter & Gamble | Hold | 27,850 | $139.78 | $3.9M | |
| APH, Amphenol | Hold | 52,940 | $73.23 | $3.9M | |
| NOW, ServiceNow | Hold | 6,202 | $622.22 | $3.9M | |
| STZ, Constellation Brands | Hold | 18,215 | $210.71 | $3.8M | |
| ADBE, Adobe | Hold | 5,130 | $575.63 | $3M | |
| EL, Estee Lauder | Hold | 8,032 | $299.93 | $2.4M | |
| GOOGL, Alphabet | Hold | 700 | $2,673 | $1.9M | |
| ADSK, Autodesk | Hold | 6,470 | $285.16 | $1.8M | |
| PFGC, Performance Food Group | Hold | 39,500 | $46.46 | $1.8M | |
| ECL, Ecolab | Hold | 7,720 | $208.68 | $1.6M | |
| UBER, Uber | Hold | 20,950 | $44.82 | $939K | |
| PTON, Peloton Interactive | Hold | 5,375 | $87.07 | $468K |
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