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 (2024 Q4) SEC 13F filing(s) with portfolio value of $576,268,773.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Dec 2024, the top 5 holdings are (MSFT) MICROSOFT CORP (40.68%), (BROS) DUTCH BROS INC-CLASS A (17.45%), (ADBE) ADOBE INC (14.65%), (PWR) QUANTA SERVICES INC (13.58%) and (UBER) UBER TECHNOLOGIES INC (10.38%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $576M+
Period: 2024 Q4
Number of stock: 10
Update: 14 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ADBE
ADOBE INC
14.65%
189,900
$444.68
9.23% $403.64
$84,444,732
+64.13% (+74,200)
+5.73%
APH
AMPHENOL CORP-CL A
0.95%
78,480
$69.45
0.06% $69.49
$5,450,436
ANSS
ANSYS INC
0.31%
5,230
$337.33
3.16% $326.67
$1,764,236
BMBL
BUMBLE INC-A
0.95%
675,000
$8.14
42.14% $4.71
$5,494,500
-50.00% (-675,000)
-0.95%
STZ
CONSTELLATION BRANDS INC-A
0.38%
9,815
$221.00
19.29% $178.36
$2,169,115
BROS
DUTCH BROS INC-CLASS A
17.45%
1,919,514
$52.38
33.43% $69.89
$100,544,143
MSFT
MICROSOFT CORP
40.68%
556,200
$421.50
6.25% $395.16
$234,438,300
-14.65% (-95,500)
-6.99%
PG
PROCTER & GAMBLE CO/THE
0.67%
23,050
$167.65
2.86% $162.85
$3,864,333
PWR
QUANTA SERVICES INC
13.58%
247,643
$316.05
12.59% $276.25
$78,267,570
-14.65% (-42,500)
-2.33%
UBER
UBER TECHNOLOGIES INC
10.38%
991,900
$60.32
25.35% $75.61
$59,831,408
-20.26% (-252,000)
-2.64%
10 of 10

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
NU
NU HOLDINGS LTD/CAYMAN ISL-A
2,131,000
-5.05%
TXRH
TEXAS ROADHOUSE INC
1,600
-0.05%

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.