Robert Karr
Joho Capital LLC | CIK: 0001106500
Filing Date
Aug 14, 2026
Market Value
$427.58M
Holdings
9
Turnover
9.30%
Avg. Hold (Top 20)
9.33 Qtrs
Buys
0
Sells
1
Q2 2026 Holdings
| Holding | Asset Type | Portfolio % | Recent Activity | Shares | Market Value | AVG Price Paid | Current Price | Performance | |
|---|---|---|---|---|---|---|---|---|---|
| MSFT Microsoft | Stock | 33.14% | Reduced 6.91% | 287K | $141.71M | $144.91 | $493.78 | +240.74% | |
| AMZN Amazon.com | Stock | 20.57% | Added 29.91% | 346.6K | $87.94M | $231.03 | $253.71 | +9.82% | |
| TSM Taiwan Semiconductor Manufacturing Company | Stock | 19.33% | Unchanged | 190.1K | $82.63M | $188.52 | $434.67 | +130.57% | |
| BROS Dutch Bros | Stock | 13.28% | Unchanged | 1.42M | $56.78M | $31.06 | $40.03 | +28.87% | |
| HUBB Hubbell Incorporated | Stock | 6.38% | Added 155.23% | 61K | $27.26M | $497.52 | $446.92 | -10.17% | |
| APH Amphenol | Stock | 1.24% | Unchanged | 68.16K | $5.29M | $35.61 | $77.55 | +117.75% | |
| WMT Walmart | Stock | 2.29% | Reduced 23.53% | 91.65K | $9.78M | $118.93 | $106.73 | -10.26% | |
| SN SharkNinja | Stock | 1.86% | Unchanged | 48K | $7.96M | $115.41 | $165.75 | +43.62% | |
| WRD WeRide | Stock | 1.93% | Added 90.14% | 1.5M | $8.24M | $7.39 | $5.50 | -25.53% |
Sold Positions (100% Exited)
| Company | Asset Type | Shares Sold | Status |
|---|---|---|---|
| WIX Wix Com Ltd | Stock | -276.34K | 100% Sold |
Sector Breakdown
| Sector | Weight |
|---|---|
Technology | 55.63% |
Consumer Cyclical | 35.71% |
Industrials | 6.38% |
Consumer Defensive | 2.29% |
Industry Breakdown
| Industry | Weight |
|---|---|
Software - Infrastructure | 33.14% |
Specialty Retail | 20.57% |
Semiconductors | 19.33% |
Restaurants | 13.28% |
Electrical Equipment & Parts | 6.38% |
Discount Stores | 2.29% |
Software - Application | 1.93% |
Furnishings, Fixtures & Appliances | 1.86% |
Hardware, Equipment & Parts | 1.24% |