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 | 41.99% | Hold | 590,800 | $315.75 | $187M | — | — |
| PWR - Quanta Svcs | 12.10% | Hold | 287,343 | $187.07 | $54M | — | — |
| UBER - UBER Technologies | 10.45% | Add +130.6% | 1,010,000 | $45.99 | $46M | +572,000 | +$28M |
| GOOG - Alphabet · CL C | 7.43% | Add +65.4% | 250,300 | $131.85 | $33M | +99,000 | +$15M |
| Nextracker · CLASS A | 7.40% | Add +1.4% | 819,169 | $40.16 | $33M | +11,000 | +$725K |
| INTU - Intuit | 5.03% | Hold | 43,730 | $510.94 | $22M | — | — |
| SHLS — · CL A | 4.62% | Hold | 1,125,488 | $18.25 | $21M | — | — |
| RIVN - Rivian Automotive · CL A | 2.74% | Hold | 502,000 | $24.28 | $12M | — | — |
| NU — · CL A | 1.88% | Hold | 1,150,000 | $7.25 | $8M | — | — |
| SEDG - Solaredge Technologies | 1.65% | Reduce −33.2% | 56,750 | $129.51 | $7M | −28,250 | −$16M |
| BROS - Dutch Bros · CL A | 1.33% | New | 254,803 | $23.25 | $6M | +254,803 | +$6M |
| STZ - Constellation Brands · CL A | 1.03% | Hold | 18,215 | $251.33 | $5M | — | — |
| PG - Procter And Gamble | 0.76% | Hold | 23,050 | $145.86 | $3M | — | — |
| ADSK - Autodesk | 0.66% | Hold | 14,220 | $206.91 | $3M | — | — |
| APH - Amphenol · CL A | 0.53% | Hold | 28,240 | $83.99 | $2M | — | — |
| EL - Estee Lauder · CL A | 0.38% | Hold | 11,802 | $144.55 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EEFT - Euronet Worldwide | 8.57% | Exit | 0 | $117.37 | $43M | −363,659 | −$43M |
| Livent | 3.91% | Exit | 0 | $27.43 | $19M | −710,000 | −$19M |
| ARRY - Array Technologies | 0.65% | Exit | 0 | $22.60 | $3M | −142,734 | −$3M |
| CGNX - Cognex | 0.14% | Exit | 0 | $56.03 | $678K | −12,100 | −$678K |
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