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 | 618,000 | $308.31 | $191M | — | — |
| BABA - Alibaba Group | 16.06% | Add +8.0% | 1,033,961 | $108.80 | $112M | +76,170 | −$1M |
| Livent | 15.90% | Hold | 4,273,080 | $26.07 | $111M | — | — |
| GPN - Global Pmts | 14.35% | Reduce −7.0% | 734,673 | $136.84 | $101M | −54,975 | −$6M |
| EEFT - Euronet Worldwide | 11.56% | Reduce −8.2% | 622,504 | $130.15 | $81M | −55,350 | +$239K |
| DT - Dynatrace | 9.86% | Add +31.7% | 1,466,050 | $47.10 | $69M | +352,500 | +$2M |
| AMZN - Amazon | 0.75% | Hold | 1,607 | $3,260 | $5M | — | — |
| PG - Procter And Gamble | 0.61% | Hold | 27,850 | $152.78 | $4M | — | — |
| STZ - Constellation Brands · CL A | 0.60% | Hold | 18,215 | $230.30 | $4M | — | — |
| APH - Amphenol · CL A | 0.57% | Hold | 52,940 | $75.35 | $4M | — | — |
| NOW - Servicenow | 0.49% | Hold | 6,202 | $556.92 | $3M | — | — |
| GOOGL - Alphabet · CL A | 0.48% | Add +33.2% | 1,219 | $2,781 | $3M | +304 | +$739K |
| ADSK - Autodesk | 0.41% | Add +40.8% | 13,470 | $214.33 | $3M | +3,900 | +$196K |
| EL - Estee Lauder · CL A | 0.33% | Add +6.5% | 8,552 | $272.33 | $2M | +520 | −$644K |
| SPG - Simon Ppty Group | 0.26% | Add +41.1% | 13,970 | $131.57 | $2M | +4,070 | +$256K |
| ECL - Ecolab | 0.19% | Hold | 7,720 | $176.55 | $1M | — | — |
| META - Meta Platforms · CL A | 0.16% | Reduce −57.6% | 5,180 | $222.39 | $1M | −7,050 | −$3M |
| UBER - UBER Technologies | 0.14% | Hold | 26,950 | $35.70 | $962K | — | — |
| ADBE - Adobe Systems | 0.08% | Reduce −55.7% | 1,185 | $455.70 | $540K | −1,490 | −$977K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FIS - Fidelity Natl Info | 0.08% | Exit | 0 | $109.11 | $611K | −5,600 | −$611K |
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