Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 4 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 2 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 2 securities: (TSM) TAIWAN SEMICONDUCTOR-SP ADR (added shares +48.27%) and (MNDY) MONDAYCOM LTD (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (38.97%), (BROS) DUTCH BROS INC-CLASS A (16.9%), (UBER) UBER TECHNOLOGIES INC (13.04%), (PWR) QUANTA SERVICES INC (12.21%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (7.95%).

In the latest report(s) the following changes have been made to the top investments: (BROS) DUTCH BROS INC-CLASS A (reduced shares -8.58%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (added shares +48.27%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (4 results)
MNDY
MONDAYCOM LTD
buy
+50,000
+2.21%
$314.48
44.23% $175.39
2.21%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+48.27%
+81,100
+2.59%
$226.49
4.02% $235.59
7.95%
BROS
DUTCH BROS INC-CLASS A
-8.58%
-164,725
-1.59%
$68.37
1.86% $69.64
16.90%
ADBE
ADOBE INC
-40.47%
-88,800
-4.84%
$386.88
6.12% $363.21
7.12%
2025 Q1 (6 results)
TSM
TAIWAN SEMICONDUCTOR-SP ADR
buy
+168,000
+4.82%
$166.00
41.92% $235.59
4.82%
ADBE
ADOBE INC
+15.53%
+29,500
+1.95%
$383.53
5.30% $363.21
14.54%
PWR
QUANTA SERVICES INC
-7.45%
-18,450
-0.81%
$254.08
48.89% $378.31
10.06%
ANSS
ANSYS INC
-100.00%
-5,230
-0.30%
$337.33
10.96% $374.30
0.00%
BMBL
BUMBLE INC-A
-100.00%
-675,000
-0.95%
$8.14
21.25% $6.41
0.00%
STZ
CONSTELLATION BRANDS INC-A
-100.00%
-9,815
-0.37%
$221.00
25.94% $163.68
0.00%
2024 Q4 (7 results)
ADBE
ADOBE INC
+64.13%
+74,200
+5.73%
$444.68
18.32% $363.21
14.65%
MSFT
MICROSOFT CORP
-14.65%
-95,500
-6.99%
$421.50
19.63% $504.26
40.68%
PWR
QUANTA SERVICES INC
-14.65%
-42,500
-2.33%
$316.05
19.70% $378.31
13.58%
UBER
UBER TECHNOLOGIES INC
-20.26%
-252,000
-2.64%
$60.32
57.76% $95.16
10.38%
BMBL
BUMBLE INC-A
-50.00%
-675,000
-0.95%
$8.14
21.25% $6.41
0.00%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
-100.00%
-2,131,000
-5.05%
$13.65
4.25% $14.23
0.00%
TXRH
TEXAS ROADHOUSE INC
-100.00%
-1,600
-0.05%
$176.60
0.09% $176.76
0.00%
2024 Q3 (5 results)
TXRH
TEXAS ROADHOUSE INC
buy
+1,600
+0.04%
$176.60
0.09% $176.76
0.00%
BROS
DUTCH BROS INC-CLASS A
+40.67%
+555,000
+2.81%
$32.03
117.42% $69.64
9.71%
ADBE
ADOBE INC
-18.92%
-27,000
-2.21%
$517.78
29.85% $363.21
9.46%
STZ
CONSTELLATION BRANDS INC-A
-18.98%
-2,300
-0.09%
$257.69
36.48% $163.68
0.40%
SHLS
SHOALS TECHNOLOGIES GROUP -A
-100.00%
-9,642,545
-9.50%
$6.24
8.97% $6.80
0.00%
2024 Q2 (9 results)
BMBL
BUMBLE INC-A
+145.45%
+800,000
+1.19%
$10.51
39.01% $6.41
2.01%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+50.11%
+3,219,000
+2.84%
$6.24
8.97% $6.80
0.00%
UBER
UBER TECHNOLOGIES INC
+22.08%
+225,000
+2.31%
$72.68
30.93% $95.16
12.79%
ADBE
ADOBE INC
-17.99%
-31,300
-2.46%
$555.54
34.62% $363.21
11.21%
STZ
CONSTELLATION BRANDS INC-A
-33.49%
-6,100
-0.22%
$257.28
36.38% $163.68
0.44%
NXT
NEXTRACKER INC-CL A
-100.00%
-571,669
-4.55%
$56.27
20.12% $67.59
0.00%
ADSK
AUTODESK INC
-100.00%
-6,020
-0.22%
$260.42
9.57% $285.34
0.00%
MTCH
MATCH GROUP INC
-100.00%
-186,000
-0.95%
$36.28
2.48% $37.18
0.00%
MCD
MCDONALD'S CORP
-100.00%
-4,200
-0.17%
$281.95
11.17% $313.44
0.00%
2024 Q1 (10 results)
MTCH
MATCH GROUP INC
buy
+186,000
+0.94%
$36.28
2.48% $37.18
0.00%
BMBL
BUMBLE INC-A
buy
+550,000
+0.87%
$11.35
43.52% $6.41
0.87%
BROS
DUTCH BROS INC-CLASS A
+428.88%
+1,106,511
+5.06%
$33.00
111.03% $69.64
6.25%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+111.58%
+3,387,539
+5.25%
$11.18
39.18% $6.80
9.96%
ADBE
ADOBE INC
+108.88%
+90,700
+6.35%
$504.60
28.02% $363.21
12.18%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+85.30%
+981,000
+1.62%
$11.93
19.28% $14.23
3.53%
NXT
NEXTRACKER INC-CL A
-31.67%
-265,000
-2.07%
$56.27
20.12% $67.59
0.00%
ADSK
AUTODESK INC
-39.31%
-3,900
-0.14%
$260.42
9.57% $285.34
0.00%
INTU
INTUIT INC
-100.00%
-2,638
-0.23%
$625.03
5.11% $656.96
0.00%
RIVN
RIVIAN AUTOMOTIVE INC-A
-100.00%
-367,000
-1.19%
$23.46
44.12% $13.11
0.00%
41 of 474

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.