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 | 651,700 | $446.95 | $291M | — | — | |
| UBER, Uber | Add +22.1% | 1,243,900 | $72.68 | $90M | +225,000 | +$12M | |
| ADBE, Adobe | Reduce −18.0% | 142,700 | $555.54 | $79M | −31,300 | −$8.5M | |
| PWR, Quanta Services | Hold | 290,143 | $254.09 | $74M | — | — | |
| SHLS | Add +50.1% | 9,642,545 | $6.24 | $60M | +3,219,000 | −$12M | |
| BROS, Dutch Bros | Hold | 1,364,514 | $41.40 | $56M | — | — | |
| NU, Nu Holdings | Hold | 2,131,000 | $12.89 | $27M | — | — | |
| BMBL, Bumble | Add +145.5% | 1,350,000 | $10.51 | $14M | +800,000 | +$7.9M | |
| APH, Amphenol | Add +100.0% | 78,480 | $67.37 | $5.3M | +39,240 | +$761K | |
| PG, Procter & Gamble | Hold | 23,050 | $164.92 | $3.8M | — | — | |
| STZ, Constellation Brands | Reduce −33.5% | 12,115 | $257.28 | $3.1M | −6,100 | −$1.8M | |
| ANSS, Ansys | Hold | 5,230 | $321.50 | $1.7M | — | — |
Exits / last held
Gone since 2024 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NXT, Nextracker | Exit | 0 | $56.27 | $32M | −571,669 | −$32M | |
| MTCH, Match Group | Exit | 0 | $36.28 | $6.7M | −186,000 | −$6.7M | |
| ADSK, Autodesk | Exit | 0 | $260.47 | $1.6M | −6,020 | −$1.6M | |
| MCD, McDonald's | Exit | 0 | $281.90 | $1.2M | −4,200 | −$1.2M |
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