Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $373.06M≈ (-$95M≈)
- Previous value:
- $468.53M≈
- # of changes:
- 11
- New positions:
- 4
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
Joho Capital has disclosed a total of 11 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, bought 4 totally new, decreased the number of shares of 2 and completely sold out 3 position(s).
What stocks is Robert Karr buying now?
In the recent quarter Robert Karr has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (AMZN) Amazon.com Inc (added shares +0.87%), (WIX) WIX.COM LTD (new buy), (WMT) Walmart Inc (added shares +474.82%), (HUBB) Hubbell Inc (new buy) and (WRD) WeRide Inc American Depositary Shares (new buy).
11 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Hubbell Inc
|
new
|
+23,900
|
23,900
|
+3.14%
|
$490.74
|
-3.76%($472.28)
|
3.14%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
SHARKNINJA INC
|
new
|
+48,000
|
48,000
|
+1.36%
|
$105.90
|
+50.76%($159.65)
|
1.36%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
WeRide Inc American Depositary Shares
|
new
|
+787,636
|
787,636
|
+1.71%
|
$8.09
|
-27.56%($5.86)
|
1.71%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
WIX.COM LTD
|
new
|
+276,335
|
276,335
|
+6.67%
|
$90.07
|
-36.59%($57.11)
|
6.67%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Walmart Inc
|
+474.82%
|
+99,000
|
119,850
|
+3.3%
|
$124.28
|
-11.09%($110.50)
|
3.99%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Amazon.com Inc
|
+0.87%
|
+2,300
|
266,800
|
+0.13%
|
$208.27
|
+36.49%($284.26)
|
14.89%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Microsoft Corp
|
-14.19%
|
-51,000
|
308,300
|
-4.03%
|
$370.17
|
+32.05%($488.80)
|
30.59%
|
2019 Q1
|
≈ 7.25 years
|
|
|
|
Amphenol Corp
|
-56.57%
|
-44,400
|
34,080
|
-1.2%
|
$126.35
|
+28.41%($162.25)
|
1.15%
|
2021 Q1
|
≈ 5.25 years
|
|
|
|
Procter & Gamble Company
|
-100%
|
-5,250
|
0
|
-0.16%
|
$143.31
|
+0.92%($144.63)
|
0.00%
|
2020 Q3
|
≈ 5.50 years
|
|
|
|
Quanta Services Inc
|
-100%
|
-4,110
|
0
|
-0.37%
|
$422.06
|
+60.14%($675.88)
|
0.00%
|
2022 Q4
|
≈ 3.25 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.