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 | 37.09% | Reduce −12.1% | 359,300 | $483.62 | $174M | −49,400 | −$38M |
| BROS - Dutch Bros · CL A | 18.53% | Hold | 1,418,394 | $61.22 | $87M | — | — |
| UBER - UBER Technologies | 15.73% | Hold | 901,900 | $81.71 | $74M | — | — |
| AMZN - Amazon | 13.03% | Hold | 264,500 | $230.82 | $61M | — | — |
| TSM - Taiwan Semiconductor Mfg | 12.33% | Reduce −23.7% | 190,100 | $303.89 | $58M | −59,000 | −$12M |
| APH - Amphenol · CL A | 2.26% | Hold | 78,480 | $135.14 | $11M | — | — |
| WMT - Walmart | 0.50% | Add +88.7% | 20,850 | $111.41 | $2M | +9,800 | +$1M |
| PWR - Quanta Svcs | 0.37% | Reduce −96.5% | 4,110 | $422.06 | $2M | −112,383 | −$47M |
| PG - Procter And Gamble | 0.16% | Reduce −58.2% | 5,250 | $143.31 | $752K | −7,300 | −$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