Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $460.42M~ (+$87M~)
- Previous value:
- $373.06M~
- # of changes:
- 7
- New positions:
- 1
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Joho Capital has disclosed a total of 7 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 3, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).
What stocks is Robert Karr buying now?
7 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
PayPay Corp American Depository Shares
|
new
|
+961,608
|
961,608
|
+2.99%
|
$14.33
|
+5.88%($15.17)
|
2.99%
|
2026 Q2
|
~0.25 years
|
|
|
|
Hubbell Inc
|
+155.23%
|
+37,100
|
61,000
|
+4.22%
|
$523.20
|
-14.99%($444.76)
|
6.93%
|
2026 Q1
|
~0.50 years
|
|
|
|
WeRide Inc American Depositary Shares
|
+90.14%
|
+709,990
|
1,497,626
|
+0.9%
|
$5.82
|
-0.95%($5.76)
|
1.89%
|
2026 Q1
|
~0.50 years
|
|
|
|
Amazon.com Inc
|
+29.91%
|
+79,800
|
346,600
|
+4.13%
|
$238.34
|
+6.88%($254.73)
|
17.94%
|
2025 Q3
|
~1.00 year
|
|
|
|
Microsoft Corp
|
-6.91%
|
-21,300
|
287,000
|
-2.13%
|
$373.02
|
+34.98%($503.49)
|
23.25%
|
2019 Q1
|
~7.50 years
|
|
|
|
Walmart Inc
|
-23.53%
|
-28,200
|
91,650
|
-0.86%
|
$113.26
|
-6.08%($106.38)
|
2.25%
|
2025 Q3
|
~1.00 year
|
|
|
|
WIX.COM LTD
|
-100%
|
-276,335
|
0
|
-6.67%
|
$90.07
|
+6.53%($95.95)
|
0.00%
|
2026 Q1
|
~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. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".