Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $709.92M≈ (+$131M≈)
- Previous value:
- $578.89M≈
- # of changes:
- 4
- New positions:
- 1
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 14 Aug 2025
Joho Capital has disclosed a total of 4 changes to the portfolio in the (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).
4 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
MONDAY.COM LTD
|
new
|
+50,000
|
50,000
|
+2.21%
|
$314.48
|
-71.79%($88.72)
|
2.21%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Taiwan Semiconductor Manufacturing
|
+48.27%
|
+81,100
|
249,100
|
+2.59%
|
$226.49
|
+79.22%($405.92)
|
7.95%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
Dutch Bros Inc
|
-8.58%
|
-164,725
|
1,754,789
|
-1.95%
|
$68.37
|
-2.55%($66.62)
|
16.90%
|
2023 Q3
|
≈ 2.00 years
|
|
|
|
Adobe Systems Incorporated
|
-40.47%
|
-88,800
|
130,600
|
-5.93%
|
$386.88
|
-34.65%($252.82)
|
7.12%
|
2023 Q4
|
≈ 1.75 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.