One name, Amazon.com Inc (AMZN), is 17.94% of what Robert Karr's Joho Capital reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 347K shares worth about $82.6M, the 4th largest of 10 stock positions. Robert Karr added 30% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for AMZN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 17.94% |
| Shares | 347K |
| Reported value | $82.6M |
| Rank in portfolio | 4th of 10 |
| Largest holding | MSFT at 23.25% |
| Top three holdings | 65.09% of the book |
| Change this quarter | +30% shares |
How concentrated is Robert Karr in AMZN?
AMZN at 17.94% is 1.8 times the average stock position in the Robert Karr portfolio, which is 10%. The largest holding is MSFT at 23.25%. The three largest stocks together are 65.09% of the reported book. A quarter earlier AMZN was 14.89% of the book.
Where does AMZN sit in the Robert Karr portfolio?
AMZN ranks 4th of 10 stock positions in the Robert Karr portfolio at 17.94%, above the fund's average stock position of 10%. The AMZN addition was the 3rd largest of the quarter's 7 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Robert Karr reported 10 stock positions, with 1 opened and 1 closed. The total portfolio value is about $460.4M, up 23% from the prior quarter.
How long has Robert Karr held AMZN?
Robert Karr first reported AMZN in the quarter ended June 30, 2015. The fund sold out of the name in 2022 Q2 and came back in 2025 Q3. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the Robert Karr AMZN trade history page.
Did other funds buy or sell AMZN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 29 hold AMZN. One other tracked fund sold out of it. The largest buyers of AMZN this quarter were Dodge & Cox Stock Fund, David Tepper and Seth Klarman. The largest sellers were Lewis Sanders, Eagle Capital Management and Bill Ackman. Every tracked holder of AMZN is on the AMZN ownership page.
FAQ
What share of the Robert Karr portfolio is AMZN?
AMZN is 17.94% of the Robert Karr portfolio as of 2026 Q2, the 4th largest of 10 stock positions.
What is the AMZN stake of Robert Karr worth?
Robert Karr holds 347K shares of AMZN, worth about $82.6M at June 30, 2026 prices, 17.94% of the reported portfolio.
What are the largest holdings of Robert Karr?
The largest stock positions of Robert Karr as of 2026 Q2 are MSFT (23.25%), BROS (22.12%) and TSM (19.72%), together 65.09% of the book.
Did Robert Karr's Joho Capital change its AMZN position in 2026 Q2?
Robert Karr added 30% to the share count in 2026 Q2.