Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 9 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $562,987,504.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (37.60%), (UBER) UBER TECHNOLOGIES INC (15.69%), (BROS) DUTCH BROS INC-CLASS A (13.19%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (12.36%) and (AMZN) AMAZONCOM INC (10.32%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $562M+
Period: 2025 Q3
Number of stock: 9
Update: 14 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AMZN
AMAZONCOM INC
10.32%
264,500
$219.57
15.92% $254.52
$58,076,265
buy
+10.32%
APH
AMPHENOL CORP-CL A
1.73%
78,480
$123.75
17.34% $145.21
$9,711,900
BROS
DUTCH BROS INC-CLASS A
13.19%
1,418,394
$52.34
10.95% $58.07
$74,238,742
-19.17% (-336,395)
-3.13%
MSFT
MICROSOFT CORP
37.60%
408,700
$517.95
16.78% $431.02
$211,686,165
-26.52% (-147,500)
-13.57%
PG
PROCTER & GAMBLE CO/THE
0.34%
12,550
$153.65
8.20% $141.05
$1,928,308
-45.55% (-10,500)
-0.29%
PWR
QUANTA SERVICES INC
8.58%
116,493
$414.42
69.90% $704.09
$48,277,029
-49.17% (-112,700)
-8.30%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
12.36%
249,100
$279.29
-
$69,571,139
UBER
UBER TECHNOLOGIES INC
15.69%
901,900
$97.97
25.82% $72.67
$88,359,143
-9.07% (-90,000)
-1.57%
WMT
WALMART INC
0.20%
11,050
$103.06
15.27% $118.80
$1,138,813
buy
+0.20%
9 of 9

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ADBE
ADOBE INC
130,600
-8.97%
MNDY
MONDAYCOM LTD
50,000
-2.79%

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.