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 | 40.42% | Hold | 590,800 | $340.54 | $201M | — | — |
| PWR - Quanta Svcs | 11.34% | Hold | 287,343 | $196.45 | $56M | — | — |
| EEFT - Euronet Worldwide | 8.57% | Reduce −12.1% | 363,659 | $117.37 | $43M | −50,000 | −$4M |
| Nextracker · CLASS A | 6.46% | New | 808,169 | $39.81 | $32M | +808,169 | +$32M |
| SHLS — · CL A | 5.78% | Add +53.0% | 1,125,488 | $25.56 | $29M | +390,000 | +$12M |
| SEDG - Solaredge Technologies | 4.59% | Hold | 85,000 | $269.05 | $23M | — | — |
| INTU - Intuit | 4.03% | Add +4.9% | 43,730 | $458.19 | $20M | +2,030 | +$1M |
| Livent | 3.91% | New | 710,000 | $27.43 | $19M | +710,000 | +$19M |
| UBER - UBER Technologies | 3.80% | New | 438,000 | $43.17 | $19M | +438,000 | +$19M |
| GOOG - Alphabet · CL C | 3.68% | New | 151,300 | $120.97 | $18M | +151,300 | +$18M |
| NU — · CL A | 1.82% | New | 1,150,000 | $7.89 | $9M | +1,150,000 | +$9M |
| RIVN - Rivian Automotive · CL A | 1.68% | Hold | 502,000 | $16.66 | $8M | — | — |
| STZ - Constellation Brands · CL A | 0.90% | Hold | 18,215 | $246.13 | $4M | — | — |
| PG - Procter And Gamble | 0.70% | Hold | 23,050 | $151.74 | $3M | — | — |
| ARRY - Array Technologies | 0.65% | Reduce −87.9% | 142,734 | $22.60 | $3M | −1,040,866 | −$23M |
| ADSK - Autodesk | 0.58% | Hold | 14,220 | $204.61 | $3M | — | — |
| APH - Amphenol · CL A | 0.48% | Hold | 28,240 | $84.95 | $2M | — | — |
| EL - Estee Lauder · CL A | 0.47% | Add +14.0% | 11,802 | $196.38 | $2M | +1,450 | −$234K |
| CGNX - Cognex | 0.14% | Hold | 12,100 | $56.02 | $678K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BROS - Dutch Bros · CL A | 2.90% | Exit | 0 | $31.63 | $11M | −356,803 | −$11M |
| SPG - Simon Ppty Group | 0.40% | Exit | 0 | $111.95 | $2M | −13,970 | −$2M |
| APTV - Aptiv | 0.14% | Exit | 0 | $112.29 | $539K | −4,800 | −$539K |
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