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 | 41.21% | Hold | 651,700 | $446.95 | $291M | — | — |
| UBER - UBER Technologies | 12.79% | Add +22.1% | 1,243,900 | $72.68 | $90M | +225,000 | +$12M |
| ADBE - Adobe | 11.21% | Reduce −18.0% | 142,700 | $555.54 | $79M | −31,300 | −$9M |
| PWR - Quanta Svcs | 10.43% | Hold | 290,143 | $254.09 | $74M | — | — |
| SHLS — · CL A | 8.51% | Add +50.1% | 9,642,545 | $6.24 | $60M | +3,219,000 | −$12M |
| BROS - Dutch Bros · CL A | 7.99% | Hold | 1,364,514 | $41.40 | $56M | — | — |
| NU — · CL A | 3.89% | Hold | 2,131,000 | $12.89 | $27M | — | — |
| BMBL - Bumble · CL A | 2.01% | Add +145.5% | 1,350,000 | $10.51 | $14M | +800,000 | +$8M |
| APH - Amphenol · CL A | 0.75% | Add +100.0% | 78,480 | $67.37 | $5M | +39,240 | +$761K |
| PG - Procter And Gamble | 0.54% | Hold | 23,050 | $164.92 | $4M | — | — |
| STZ - Constellation Brands · CL A | 0.44% | Reduce −33.5% | 12,115 | $257.28 | $3M | −6,100 | −$2M |
| ANSS - Ansys | 0.24% | Hold | 5,230 | $321.50 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Nextracker · CLASS A | 4.46% | Exit | 0 | $56.27 | $32M | −571,669 | −$32M |
| MTCH - Match Group | 0.94% | Exit | 0 | $36.28 | $7M | −186,000 | −$7M |
| ADSK - Autodesk | 0.22% | Exit | 0 | $260.47 | $2M | −6,020 | −$2M |
| MCD - Mcdonalds | 0.16% | Exit | 0 | $281.90 | $1M | −4,200 | −$1M |
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