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 | 43.82% | Hold | 590,800 | $288.30 | $170M | — | — |
| PWR - Quanta Svcs | 12.32% | Add +69.8% | 287,343 | $166.64 | $48M | +118,150 | +$24M |
| EEFT - Euronet Worldwide | 11.91% | Hold | 413,659 | $111.90 | $46M | — | — |
| ARRY - Array Technologies | 6.66% | Add +63.3% | 1,183,600 | $21.88 | $26M | +458,600 | +$12M |
| SEDG - Solaredge Technologies | 6.65% | Hold | 85,000 | $303.95 | $26M | — | — |
| INTU - Intuit | 4.78% | Reduce −5.4% | 41,700 | $445.83 | $19M | −2,400 | +$1M |
| SHLS — · CL A | 4.31% | Hold | 735,488 | $22.79 | $17M | — | — |
| BROS - Dutch Bros · CL A | 2.90% | New | 356,803 | $31.63 | $11M | +356,803 | +$11M |
| RIVN - Rivian Automotive · CL A | 2.00% | Reduce −11.6% | 502,000 | $15.48 | $8M | −65,800 | −$3M |
| STZ - Constellation Brands · CL A | 1.06% | Hold | 18,215 | $225.89 | $4M | — | — |
| PG - Procter And Gamble | 0.88% | Hold | 23,050 | $148.69 | $3M | — | — |
| ADSK - Autodesk | 0.76% | Reduce −21.3% | 14,220 | $208.16 | $3M | −3,850 | −$417K |
| EL - Estee Lauder · CL A | 0.66% | Hold | 10,352 | $246.46 | $3M | — | — |
| APH - Amphenol · CL A | 0.59% | Reduce −36.0% | 28,240 | $81.72 | $2M | −15,900 | −$1M |
| SPG - Simon Ppty Group | 0.40% | Hold | 13,970 | $111.97 | $2M | — | — |
| CGNX - Cognex | 0.15% | New | 12,100 | $49.55 | $600K | +12,100 | +$600K |
| APTV - Aptiv | 0.14% | New | 4,800 | $112.19 | $539K | +4,800 | +$539K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Livent | 0.54% | Exit | 0 | $19.87 | $2M | −84,080 | −$2M |
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