Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 8 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $578,891,636.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (36.07%), (BROS) DUTCH BROS INC-CLASS A (20.47%), (ADBE) ADOBE INC (14.54%), (UBER) UBER TECHNOLOGIES INC (12.48%) and (PWR) QUANTA SERVICES INC (10.06%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $578M+
Period: 2025 Q1
Number of stock: 8
Update: 14 May 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ADBE
ADOBE INC
14.54%
219,400
$383.53
6.30% $407.69
$84,146,482
+15.53% (+29,500)
+1.95%
APH
AMPHENOL CORP-CL A
0.89%
78,480
$65.59
30.43% $85.55
$5,147,503
BROS
DUTCH BROS INC-CLASS A
20.47%
1,919,514
$61.74
9.96% $67.89
$118,510,794
MSFT
MICROSOFT CORP
36.07%
556,200
$375.39
19.92% $450.18
$208,791,918
PG
PROCTER & GAMBLE CO/THE
0.67%
23,050
$169.36
2.07% $165.86
$3,903,748
PWR
QUANTA SERVICES INC
10.06%
229,193
$254.08
31.99% $335.36
$58,233,357
-7.45% (-18,450)
-0.81%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
4.82%
168,000
$166.00
15.65% $191.98
$27,888,000
buy
+4.82%
UBER
UBER TECHNOLOGIES INC
12.48%
991,900
$72.86
20.44% $87.75
$72,269,834
8 of 8

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ANSS
ANSYS INC
5,230
-0.30%
BMBL
BUMBLE INC-A
675,000
-0.95%
STZ
CONSTELLATION BRANDS INC-A
9,815
-0.37%

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.