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 | 590,800 | $232.90 | $138M | — | — | |
| Livent | Reduce −24.4% | 2,978,580 | $30.65 | $91M | −961,500 | +$1.9M | |
| EEFT, Euronet Worldwide | Add +9.0% | 604,190 | $75.76 | $46M | +49,761 | −$10M | |
| BABA, Alibaba | Reduce −41.8% | 479,571 | $79.99 | $38M | −345,000 | −$55M | |
| INTU, Intuit | New | 44,100 | $387.32 | $17M | +44,100 | +$17M | |
| RIVN, Rivian Automotive | New | 225,800 | $32.91 | $7.4M | +225,800 | +$7.4M | |
| STZ, Constellation Brands | Hold | 18,215 | $229.70 | $4.2M | — | — | |
| ADSK, Autodesk | Hold | 21,170 | $186.82 | $4M | — | — | |
| APH, Amphenol | Hold | 52,940 | $66.96 | $3.5M | — | — | |
| PG, Procter & Gamble | Hold | 23,050 | $126.25 | $2.9M | — | — | |
| EL, Estee Lauder | Hold | 10,352 | $215.90 | $2.2M | — | — | |
| ECL, Ecolab | Hold | 9,420 | $144.37 | $1.4M | — | — | |
| SPG, Simon Property Group | Hold | 13,970 | $89.76 | $1.3M | — | — | |
| GNRC, Generac | New | 3,830 | $178.07 | $682K | +3,830 | +$682K |
Exits / last held
Gone since 2022 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GPN, Global Payments | Exit | 0 | $110.64 | $27M | −242,860 | −$27M |
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