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%
WIX
WIXCOM LTD
buy
+276,335
+6.67%
$90.07
38.85% $55.08
6.67%
SN
SHARKNINJA INC
buy
+48,000
+1.36%
$105.90
14.50% $121.26
1.36%
HUBB
HUBBELL INC
buy
+23,900
+3.14%
$490.74
1.19% $484.91
3.14%
WMT
WALMART INC
+474.82%
+99,000
+3.30%
$124.28
5.95% $116.89
3.99%
AMZN
AMAZONCOM INC
+0.87%
+2,300
+0.13%
$208.27
20.05% $250.02
14.89%
MSFT
MICROSOFT CORP
-14.19%
-51,000
-5.06%
$370.17
15.44% $427.34
30.59%
APH
AMPHENOL CORP-CL A
-56.57%
-44,400
-1.50%
$126.35
16.83% $147.62
1.15%
PG
PROCTER & GAMBLE CO/THE
-100.00%
-5,250
-0.20%
$143.31
2.18% $140.19
0.00%
PWR
QUANTA SERVICES INC
-100.00%
-4,110
-0.46%
$422.06
69.57% $715.67
0.00%
UBER
UBER TECHNOLOGIES INC
-100.00%
-901,900
-19.75%
$81.71
12.26% $71.69
0.00%
2025 Q4 (5 results)
WMT
WALMART INC
+88.69%
+9,800
+0.23%
$111.41
4.92% $116.89
0.50%
MSFT
MICROSOFT CORP
-12.09%
-49,400
-5.10%
$483.62
11.64% $427.34
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
2.18% $140.19
0.00%
PWR
QUANTA SERVICES INC
-96.47%
-112,383
-10.12%
$422.06
69.57% $715.67
0.00%
2025 Q3 (9 results)
WMT
WALMART INC
buy
+11,050
+0.20%
$103.06
13.42% $116.89
0.20%
AMZN
AMAZONCOM INC
buy
+264,500
+10.32%
$219.57
13.87% $250.02
10.32%
UBER
UBER TECHNOLOGIES INC
-9.07%
-90,000
-1.57%
$97.97
26.82% $71.69
15.69%
BROS
DUTCH BROS INC-CLASS A
-19.17%
-336,395
-3.13%
$52.34
8.14% $56.60
13.19%
MSFT
MICROSOFT CORP
-26.52%
-147,500
-13.57%
$517.95
17.49% $427.34
37.60%
PG
PROCTER & GAMBLE CO/THE
-45.55%
-10,500
-0.29%
$153.65
8.76% $140.19
0.34%
PWR
QUANTA SERVICES INC
-49.17%
-112,700
-8.30%
$414.42
72.69% $715.67
8.58%
ADBE
ADOBE INC
-100.00%
-130,600
-8.97%
$386.88
33.77% $256.24
0.00%
MNDY
MONDAYCOM LTD
-100.00%
-50,000
-2.79%
$314.48
72.67% $85.95
0.00%
2025 Q2 (4 results)
MNDY
MONDAYCOM LTD
buy
+50,000
+2.21%
$314.48
72.67% $85.95
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
17.22% $56.60
16.90%
ADBE
ADOBE INC
-40.47%
-88,800
-4.84%
$386.88
33.77% $256.24
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
33.19% $256.24
14.54%
PWR
QUANTA SERVICES INC
-7.45%
-18,450
-0.81%
$254.08
181.67% $715.67
10.06%
STZ
CONSTELLATION BRANDS INC-A
-100.00%
-9,815
-0.37%
$221.00
38.73% $135.40
0.00%
ANSS
ANSYS INC
-100.00%
-5,230
-0.30%
$337.33
-
0.00%
BMBL
BUMBLE INC-A
-100.00%
-675,000
-0.95%
$8.14
64.99% $2.85
0.00%
2024 Q4 (7 results)
ADBE
ADOBE INC
+64.13%
+74,200
+5.73%
$444.68
42.38% $256.24
14.65%
MSFT
MICROSOFT CORP
-14.65%
-95,500
-6.99%
$421.50
1.39% $427.34
40.68%
PWR
QUANTA SERVICES INC
-14.65%
-42,500
-2.33%
$316.05
126.44% $715.67
13.58%
UBER
UBER TECHNOLOGIES INC
-20.26%
-252,000
-2.64%
$60.32
18.85% $71.69
10.38%
BMBL
BUMBLE INC-A
-50.00%
-675,000
-0.95%
$8.14
64.99% $2.85
0.00%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
-100.00%
-2,131,000
-5.05%
$13.65
14.73% $11.64
0.00%
TXRH
TEXAS ROADHOUSE INC
-100.00%
-1,600
-0.05%
$176.60
5.89% $166.19
0.00%
2024 Q3 (5 results)
TXRH
TEXAS ROADHOUSE INC
buy
+1,600
+0.04%
$176.60
5.89% $166.19
0.00%
BROS
DUTCH BROS INC-CLASS A
+40.67%
+555,000
+2.81%
$32.03
76.71% $56.60
9.71%
ADBE
ADOBE INC
-18.92%
-27,000
-2.21%
$517.78
50.51% $256.24
9.46%
STZ
CONSTELLATION BRANDS INC-A
-18.98%
-2,300
-0.09%
$257.69
47.46% $135.40
0.40%
SHLS
SHOALS TECHNOLOGIES GROUP -A
-100.00%
-9,642,545
-9.50%
$6.24
98.56% $12.39
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.