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 | Reduce −26.5% | 408,700 | $517.95 | $212M | −147,500 | −$65M | |
| UBER, Uber | Reduce −9.1% | 901,900 | $97.97 | $88M | −90,000 | −$4.2M | |
| BROS, Dutch Bros | Reduce −19.2% | 1,418,394 | $52.34 | $74M | −336,395 | −$46M | |
| TSM, Taiwan Semiconductor | Hold | 249,100 | $279.29 | $70M | — | — | |
| AMZN, Amazon | New | 264,500 | $219.57 | $58M | +264,500 | +$58M | |
| PWR, Quanta Services | Reduce −49.2% | 116,493 | $414.42 | $48M | −112,700 | −$38M | |
| APH, Amphenol | Hold | 78,480 | $123.75 | $9.7M | — | — | |
| PG, Procter & Gamble | Reduce −45.6% | 12,550 | $153.65 | $1.9M | −10,500 | −$1.7M | |
| WMT, Walmart | New | 11,050 | $103.06 | $1.1M | +11,050 | +$1.1M |
Exits / last held
Gone since 2025 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ADBE, Adobe | Exit | 0 | $386.88 | $51M | −130,600 | −$51M | |
| MNDY, Monday.com | Exit | 0 | $314.48 | $16M | −50,000 | −$16M |
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