Robert Karr Holdings Activity

Joho Capital Portfolio 13F

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 (WIX) WIXCOM LTD (new buy), (WMT) WALMART INC (added shares +474.82%), (HUBB) HUBBELL INC (new buy), (WRD) WERIDE INC-ADR (new buy) and (SN) SHARKNINJA INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) 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%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -14.19%), (AMZN) AMAZONCOM INC (added shares +0.87%) and (WIX) WIXCOM LTD (new buy).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2026 Q1 (11 results)
WRD
WERIDE INC-ADR
buy
+787,636
+1.71%
$8.09
-
1.71%
HUBB
HUBBELL INC
buy
+23,900
+3.14%
$490.74
1.11% $485.27
3.14%
WIX
WIXCOM LTD
buy
+276,335
+6.67%
$90.07
40.38% $53.70
6.67%
SN
SHARKNINJA INC
buy
+48,000
+1.36%
$105.90
16.59% $123.47
1.36%
WMT
WALMART INC
+474.82%
+99,000
+3.30%
$124.28
5.26% $117.74
3.99%
AMZN
AMAZONCOM INC
+0.87%
+2,300
+0.13%
$208.27
21.86% $253.79
14.89%
MSFT
MICROSOFT CORP
-14.19%
-51,000
-5.06%
$370.17
15.64% $428.05
30.59%
APH
AMPHENOL CORP-CL A
-56.57%
-44,400
-1.50%
$126.35
16.16% $146.77
1.15%
UBER
UBER TECHNOLOGIES INC
-100.00%
-901,900
-19.75%
$81.71
11.63% $72.21
0.00%
PG
PROCTER & GAMBLE CO/THE
-100.00%
-5,250
-0.20%
$143.31
1.77% $140.78
0.00%
PWR
QUANTA SERVICES INC
-100.00%
-4,110
-0.46%
$422.06
70.40% $719.17
0.00%
2025 Q4 (5 results)
WMT
WALMART INC
+88.69%
+9,800
+0.23%
$111.41
5.68% $117.74
0.50%
MSFT
MICROSOFT CORP
-12.09%
-49,400
-5.10%
$483.62
11.49% $428.05
37.09%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-23.69%
-59,000
-3.83%
$303.89
-
12.33%
PG
PROCTER & GAMBLE CO/THE
-58.17%
-7,300
-0.22%
$143.31
1.77% $140.78
0.00%
PWR
QUANTA SERVICES INC
-96.47%
-112,383
-10.12%
$422.06
70.40% $719.17
0.00%
2025 Q3 (9 results)
WMT
WALMART INC
buy
+11,050
+0.20%
$103.06
14.24% $117.74
0.20%
AMZN
AMAZONCOM INC
buy
+264,500
+10.32%
$219.57
15.59% $253.79
10.32%
UBER
UBER TECHNOLOGIES INC
-9.07%
-90,000
-1.57%
$97.97
26.29% $72.21
15.69%
BROS
DUTCH BROS INC-CLASS A
-19.17%
-336,395
-3.13%
$52.34
6.84% $55.92
13.19%
MSFT
MICROSOFT CORP
-26.52%
-147,500
-13.57%
$517.95
17.36% $428.05
37.60%
PG
PROCTER & GAMBLE CO/THE
-45.55%
-10,500
-0.29%
$153.65
8.38% $140.78
0.34%
PWR
QUANTA SERVICES INC
-49.17%
-112,700
-8.30%
$414.42
73.54% $719.17
8.58%
MNDY
MONDAYCOM LTD
-100.00%
-50,000
-2.79%
$314.48
72.24% $87.31
0.00%
ADBE
ADOBE INC
-100.00%
-130,600
-8.97%
$386.88
33.20% $258.42
0.00%
2025 Q2 (4 results)
MNDY
MONDAYCOM LTD
buy
+50,000
+2.21%
$314.48
72.24% $87.31
0.00%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+48.27%
+81,100
+2.59%
$226.49
-
7.95%
BROS
DUTCH BROS INC-CLASS A
-8.58%
-164,725
-1.59%
$68.37
18.21% $55.92
16.90%
ADBE
ADOBE INC
-40.47%
-88,800
-4.84%
$386.88
33.20% $258.42
0.00%
2025 Q1 (6 results)
TSM
TAIWAN SEMICONDUCTOR-SP ADR
buy
+168,000
+4.82%
$166.00
-
4.82%
ADBE
ADOBE INC
+15.53%
+29,500
+1.95%
$383.53
32.62% $258.42
14.54%
PWR
QUANTA SERVICES INC
-7.45%
-18,450
-0.81%
$254.08
183.05% $719.17
10.06%
BMBL
BUMBLE INC-A
-100.00%
-675,000
-0.95%
$8.14
63.27% $2.99
0.00%
STZ
CONSTELLATION BRANDS INC-A
-100.00%
-9,815
-0.37%
$221.00
37.66% $137.78
0.00%
ANSS
ANSYS INC
-100.00%
-5,230
-0.30%
$337.33
-
0.00%
2024 Q4 (7 results)
ADBE
ADOBE INC
+64.13%
+74,200
+5.73%
$444.68
41.89% $258.42
14.65%
MSFT
MICROSOFT CORP
-14.65%
-95,500
-6.99%
$421.50
1.55% $428.05
40.68%
PWR
QUANTA SERVICES INC
-14.65%
-42,500
-2.33%
$316.05
127.55% $719.17
13.58%
UBER
UBER TECHNOLOGIES INC
-20.26%
-252,000
-2.64%
$60.32
19.71% $72.21
10.38%
BMBL
BUMBLE INC-A
-50.00%
-675,000
-0.95%
$8.14
63.27% $2.99
0.00%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
-100.00%
-2,131,000
-5.05%
$13.65
11.21% $12.12
0.00%
TXRH
TEXAS ROADHOUSE INC
-100.00%
-1,600
-0.05%
$176.60
8.66% $161.30
0.00%
2024 Q3 (5 results)
TXRH
TEXAS ROADHOUSE INC
buy
+1,600
+0.04%
$176.60
8.66% $161.30
0.00%
BROS
DUTCH BROS INC-CLASS A
+40.67%
+555,000
+2.81%
$32.03
74.59% $55.92
9.71%
ADBE
ADOBE INC
-18.92%
-27,000
-2.21%
$517.78
50.09% $258.42
9.46%
STZ
CONSTELLATION BRANDS INC-A
-18.98%
-2,300
-0.09%
$257.69
46.53% $137.78
0.40%
SHLS
SHOALS TECHNOLOGIES GROUP -A
-100.00%
-9,642,545
-9.50%
$6.24
104.65% $12.77
0.00%
47 of 499

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.