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 Q4) SEC 13F filing(s) with portfolio value of $468,530,106.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Dec 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (37.09%), (BROS) DUTCH BROS INC-CLASS A (18.53%), (UBER) UBER TECHNOLOGIES INC (15.73%), (AMZN) AMAZONCOM INC (13.03%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (12.33%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $468M+
Period: 2025 Q4
Number of stock: 9
Update: 17 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AMZN
AMAZONCOM INC
13.03%
264,500
$230.82
8.32% $250.02
$61,051,890
APH
AMPHENOL CORP-CL A
2.26%
78,480
$135.14
9.23% $147.62
$10,605,787
BROS
DUTCH BROS INC-CLASS A
18.53%
1,418,394
$61.22
7.55% $56.60
$86,834,081
MSFT
MICROSOFT CORP
37.09%
359,300
$483.62
11.64% $427.34
$173,764,666
-12.09% (-49,400)
-5.10%
PG
PROCTER & GAMBLE CO/THE
0.16%
5,250
$143.31
2.18% $140.19
$752,378
-58.17% (-7,300)
-0.22%
PWR
QUANTA SERVICES INC
0.37%
4,110
$422.06
69.57% $715.67
$1,734,667
-96.47% (-112,383)
-10.12%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
12.33%
190,100
$303.89
-
$57,769,489
-23.69% (-59,000)
-3.83%
UBER
UBER TECHNOLOGIES INC
15.73%
901,900
$81.71
12.26% $71.69
$73,694,249
WMT
WALMART INC
0.50%
20,850
$111.41
4.92% $116.89
$2,322,899
+88.69% (+9,800)
+0.23%
9 of 9

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.