Robert Karr's Joho Capital opened a new position in PayPay Corp American Depository Shares (PAYP) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 962K shares worth about $13.8M at June 30, 2026, 2.99% of the reported portfolio. PAYP enters the book as the 6th largest of 10 stock positions.
What did the 2026 Q2 filing report for PAYP?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 962K |
| Reported value | $13.8M |
| Portfolio weight | 2.99% |
| Rank in portfolio | 6th of 10 |
How big is the new PAYP position?
PAYP was the only stock position Robert Karr opened in 2026 Q2. An average stock position in the Robert Karr portfolio is 10% of the reported value, so the new name starts below the fund's typical size.
Where does PAYP sit in the Robert Karr portfolio?
PAYP ranks 6th of 10 stock positions in the Robert Karr portfolio at 2.99%, below the fund's average stock position of 10%. The largest stock position is MSFT at 23.25%. Next come BROS at 22.12% and TSM at 19.72%. The three largest stocks together are 65.09% of the book. The PAYP purchase was the 4th 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.
Has Robert Karr held PAYP before?
Robert Karr has not reported PAYP before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many PAYP shares does Robert Karr hold?
Robert Karr holds 962K shares of PAYP as of June 30, 2026, worth about $13.8M.
What is PAYP's weight in the Robert Karr portfolio?
PAYP is 2.99% of the Robert Karr portfolio and ranks 6th of 10 stocks by weight.
Has Robert Karr owned PAYP before?
No. Robert Karr has not reported PAYP before in the filings we track, which start with the quarter ended June 30, 2013.