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 | 34.68% | Reduce −4.4% | 590,800 | $256.83 | $152M | −27,200 | −$39M |
| BABA - Alibaba Group | 21.42% | Reduce −20.3% | 824,571 | $113.68 | $94M | −209,390 | −$19M |
| Livent | 20.43% | Reduce −7.8% | 3,940,080 | $22.69 | $89M | −333,000 | −$22M |
| EEFT - Euronet Worldwide | 12.75% | Reduce −10.9% | 554,429 | $100.59 | $56M | −68,075 | −$25M |
| GPN - Global Pmts | 6.14% | Reduce −66.9% | 242,860 | $110.64 | $27M | −491,813 | −$74M |
| STZ - Constellation Brands · CL A | 0.97% | Hold | 18,215 | $233.05 | $4M | — | — |
| ADSK - Autodesk | 0.83% | Add +57.2% | 21,170 | $171.94 | $4M | +7,700 | +$753K |
| APH - Amphenol · CL A | 0.78% | Hold | 52,940 | $64.37 | $3M | — | — |
| PG - Procter And Gamble | 0.76% | Reduce −17.2% | 23,050 | $143.77 | $3M | −4,800 | −$941K |
| EL - Estee Lauder · CL A | 0.60% | Add +21.0% | 10,352 | $254.64 | $3M | +1,800 | +$307K |
| ECL - Ecolab | 0.33% | Add +22.0% | 9,420 | $153.72 | $1M | +1,700 | +$85K |
| SPG - Simon Ppty Group | 0.30% | Hold | 13,970 | $94.92 | $1M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DT - Dynatrace | 9.86% | Exit | 0 | $47.10 | $69M | −1,466,050 | −$69M |
| AMZN - Amazon | 0.75% | Exit | 0 | $3,260 | $5M | −1,607 | −$5M |
| NOW - Servicenow | 0.49% | Exit | 0 | $556.92 | $3M | −6,202 | −$3M |
| GOOGL - Alphabet · CL A | 0.48% | Exit | 0 | $2,781 | $3M | −1,219 | −$3M |
| META - Meta Platforms · CL A | 0.16% | Exit | 0 | $222.39 | $1M | −5,180 | −$1M |
| UBER - UBER Technologies | 0.14% | Exit | 0 | $35.70 | $962K | −26,950 | −$962K |
| ADBE - Adobe Systems | 0.08% | Exit | 0 | $455.70 | $540K | −1,185 | −$540K |
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