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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%

Portfolio

2026 Q2, filed 8/14/2026, 10 holdings

Top 5 89.9%, top 10 100.0%

  1. MSFT, Microsoft 23.3%
  2. BROS, Dutch Bros 22.1%
  3. TSM, Taiwan Semiconductor 19.7%
  4. AMZN, Amazon 17.9%
  5. HUBB, Hubbell 6.9%
  6. PAYP, Paypay 3.0%
  7. WMT, Walmart 2.3%
  8. WRD, Weride 1.9%
  9. SN, Sharkninja 1.6%
  10. APH, Amphenol 1.3%

AUM over time

2026 Q2 $460M +23.3% QoQ
2021 Q3: $744M 2021 Q3: $744M
Q3 2021
2021 Q4: $723M, −2.8% QoQ 2021 Q4: $723M, −2.8% QoQ
Q4
2022 Q1: $701M, −3.0% QoQ 2022 Q1: $701M, −3.0% QoQ
Q1 2022
2022 Q2: $438M, −37.5% QoQ 2022 Q2: $438M, −37.5% QoQ
Q2
2022 Q3: $358M, −18.3% QoQ 2022 Q3: $358M, −18.3% QoQ
Q3
2022 Q4: $309M, −13.7% QoQ 2022 Q4: $309M, −13.7% QoQ
Q4
2023 Q1: $389M, +25.9% QoQ 2023 Q1: $389M, +25.9% QoQ
Q1 2023
2023 Q2: $498M, +28.0% QoQ 2023 Q2: $498M, +28.0% QoQ
Q2
2023 Q3: $444M, −10.8% QoQ 2023 Q3: $444M, −10.8% QoQ
Q3
2023 Q4: $552M, +24.3% QoQ 2023 Q4: $552M, +24.3% QoQ
Q4
2024 Q1: $721M, +30.6% QoQ 2024 Q1: $721M, +30.6% QoQ
Q1 2024
2024 Q2: $707M, −1.9% QoQ 2024 Q2: $707M, −1.9% QoQ
Q2
2024 Q3: $633M, −10.5% QoQ 2024 Q3: $633M, −10.5% QoQ
Q3
2024 Q4: $576M, −9.0% QoQ 2024 Q4: $576M, −9.0% QoQ
Q4
2025 Q1: $579M, +0.5% QoQ 2025 Q1: $579M, +0.5% QoQ
Q1 2025
2025 Q2: $710M, +22.6% QoQ 2025 Q2: $710M, +22.6% QoQ
Q2
2025 Q3: $563M, −20.7% QoQ 2025 Q3: $563M, −20.7% QoQ
Q3
2025 Q4: $469M, −16.7% QoQ 2025 Q4: $469M, −16.7% QoQ
Q4
2026 Q1: $373M, −20.5% QoQ 2026 Q1: $373M, −20.5% QoQ
Q1 2026
2026 Q2: $460M, +23.3% QoQ 2026 Q2: $460M, +23.3% QoQ
Q2

Book

2023 Q4 2023 Q3, filed 14 Feb, long equity only

Download CSV Download Excel All activity
MSFT, Microsoft 44.42%, was 41.99% Add +10.3% 651,700 $376.04 $245M +60,900 +$59M
UBER, Uber 11.37%, was 10.45% Add +0.9% 1,018,900 $61.57 $63M +8,900 +$16M
PWR, Quanta Services 11.35% Add +1.0% 290,143 $215.80 $63M +2,800 +$8.9M
ADBE, Adobe 9.01% New 83,300 $596.60 $50M +83,300 +$50M
SHLS 8.55%, was 4.62% Add +169.8% 3,036,006 $15.54 $47M +1,910,518 +$27M
NXT, Nextracker 7.10% Add +2.1% 836,669 $46.85 $39M +17,500 +$6.3M
NU, Nu Holdings 1.74% Hold 1,150,000 $8.33 $9.6M — —
RIVN, Rivian Automotive 1.56%, was 2.74% Reduce −26.9% 367,000 $23.46 $8.6M −135,000 −$3.6M
BROS, Dutch Bros 1.48%, was 1.33% Add +1.3% 258,003 $31.67 $8.2M +3,200 +$2.2M
STZ, Constellation Brands 0.80% Hold 18,215 $241.75 $4.4M — —
APH, Amphenol 0.71%, was 0.53% Add +39.0% 39,240 $99.13 $3.9M +11,000 +$1.5M
PG, Procter & Gamble 0.61% Hold 23,050 $146.54 $3.4M — —
ADSK, Autodesk 0.44%, was 0.66% Reduce −30.2% 9,920 $243.48 $2.4M −4,300 −$527K
ANSS, Ansys 0.34% New 5,230 $362.88 $1.9M +5,230 +$1.9M
INTU, Intuit 0.30%, was 5.03% Reduce −94.0% 2,638 $625.03 $1.6M −41,092 −$21M
MCD, McDonald's 0.23% New 4,200 $296.51 $1.2M +4,200 +$1.2M

Exits / last held

Gone since 2023 Q3, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GOOG, Alphabet 7.43% Exit 0 $131.85 $33M −250,300 −$33M
SEDG, Solaredge Technologies 1.65% Exit 0 $129.52 $7.4M −56,750 −$7.4M
EL, Estee Lauder 0.38% Exit 0 $144.55 $1.7M −11,802 −$1.7M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2023 Q3. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
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

Notable person
Robert Karr
SEC filing name
JOHO CAPITAL LLC
Location
New York, NY
All SEC filings
View on sec.gov