Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 9 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $709,923,338.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (38.97%), (BROS) DUTCH BROS INC-CLASS A (16.90%), (UBER) UBER TECHNOLOGIES INC (13.04%), (PWR) QUANTA SERVICES INC (12.21%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (7.95%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $709M+
Period: 2025 Q2
Number of stock: 9
Update: 14 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ADBE
ADOBE INC
7.12%
130,600
$386.88
7.80% $356.70
$50,526,528
-40.47% (-88,800)
-4.84%
APH
AMPHENOL CORP-CL A
1.09%
78,480
$98.75
10.24% $108.86
$7,749,900
BROS
DUTCH BROS INC-CLASS A
16.90%
1,754,789
$68.37
5.06% $71.83
$119,974,924
-8.58% (-164,725)
-1.59%
MSFT
MICROSOFT CORP
38.97%
556,200
$497.41
1.87% $506.69
$276,659,442
MNDY
MONDAYCOM LTD
2.21%
50,000
$314.48
38.63% $193.00
$15,724,000
buy
+2.21%
PG
PROCTER & GAMBLE CO/THE
0.52%
23,050
$159.32
1.43% $157.04
$3,672,326
PWR
QUANTA SERVICES INC
12.21%
229,193
$378.08
0.03% $377.96
$86,653,289
TSM
TAIWAN SEMICONDUCTOR-SP ADR
7.95%
249,100
$226.49
1.93% $230.87
$56,418,659
+48.27% (+81,100)
+2.59%
UBER
UBER TECHNOLOGIES INC
13.04%
991,900
$93.30
0.48% $93.75
$92,544,270
9 of 9

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.