Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $562.99M≈ (-$147M≈)
- Previous value:
- $709.92M≈
- # of changes:
- 9
- New positions:
- 2
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 14 Nov 2025
Joho Capital has disclosed a total of 9 changes to the portfolio in the (2025 Q3) SEC report(s): bought 2 totally new, decreased the number of shares of 5 and completely sold out 2 position(s).
9 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Amazon.com Inc
|
new
|
+264,500
|
264,500
|
+10.32%
|
$219.57
|
+29.46%($284.26)
|
10.32%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Walmart Inc
|
new
|
+11,050
|
11,050
|
+0.2%
|
$103.06
|
+7.22%($110.50)
|
0.20%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Uber Technologies Inc
|
-9.07%
|
-90,000
|
901,900
|
-1.24%
|
$97.97
|
-27.35%($71.18)
|
15.69%
|
2023 Q2
|
≈ 2.50 years
|
|
|
|
Dutch Bros Inc
|
-19.17%
|
-336,395
|
1,418,394
|
-2.48%
|
$52.34
|
+27.29%($66.62)
|
13.19%
|
2023 Q3
|
≈ 2.25 years
|
|
|
|
Microsoft Corp
|
-26.52%
|
-147,500
|
408,700
|
-10.76%
|
$517.95
|
-5.63%($488.80)
|
37.60%
|
2019 Q1
|
≈ 6.75 years
|
|
|
|
Procter & Gamble Company
|
-45.55%
|
-10,500
|
12,550
|
-0.23%
|
$153.65
|
-5.87%($144.63)
|
0.34%
|
2020 Q3
|
≈ 5.25 years
|
|
|
|
Quanta Services Inc
|
-49.17%
|
-112,700
|
116,493
|
-6.58%
|
$414.42
|
+63.09%($675.88)
|
8.58%
|
2022 Q4
|
≈ 3.00 years
|
|
|
|
Adobe Systems Incorporated
|
-100%
|
-130,600
|
0
|
-7.12%
|
$386.88
|
-34.65%($252.82)
|
0.00%
|
2023 Q4
|
≈ 1.75 years
|
|
|
|
MONDAY.COM LTD
|
-100%
|
-50,000
|
0
|
-2.21%
|
$314.48
|
-71.79%($88.72)
|
0.00%
|
2025 Q2
|
≈ 0.25 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.