Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 10 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $373,064,302.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2026, the top 5 holdings are (MSFT) MICROSOFT CORP (30.59%), (BROS) DUTCH BROS INC-CLASS A (19.26%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (17.22%), (AMZN) AMAZONCOM INC (14.89%) and (WIX) WIXCOM LTD (6.67%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $373M+
Period: 2026 Q1
Number of stock: 10
Update: 15 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AMZN
AMAZONCOM INC
14.89%
266,800
$208.27
20.05% $250.02
$55,566,436
+0.87% (+2,300)
+0.13%
APH
AMPHENOL CORP-CL A
1.15%
34,080
$126.35
16.83% $147.62
$4,306,008
-56.57% (-44,400)
-1.50%
BROS
DUTCH BROS INC-CLASS A
19.26%
1,418,394
$50.66
11.73% $56.60
$71,855,840
HUBB
HUBBELL INC
3.14%
23,900
$490.74
1.19% $484.91
$11,728,686
buy
+3.14%
MSFT
MICROSOFT CORP
30.59%
308,300
$370.17
15.44% $427.34
$114,123,411
-14.19% (-51,000)
-5.06%
SN
SHARKNINJA INC
1.36%
48,000
$105.90
14.50% $121.26
$5,083,200
buy
+1.36%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
17.22%
190,100
$337.95
-
$64,244,295
WMT
WALMART INC
3.99%
119,850
$124.28
5.95% $116.89
$14,894,958
+474.82% (+99,000)
+3.30%
WRD
WERIDE INC-ADR
1.71%
787,636
$8.09
-
$6,371,975
buy
+1.71%
WIX
WIXCOM LTD
6.67%
276,335
$90.07
38.85% $55.08
$24,889,493
buy
+6.67%
10 of 10

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
PG
PROCTER & GAMBLE CO/THE
5,250
-0.20%
PWR
QUANTA SERVICES INC
4,110
-0.46%
UBER
UBER TECHNOLOGIES INC
901,900
-19.75%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.