Robert Karr

Net buying

Joho Capital Llc — managed by Robert Karr; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$460.4M (+23%)

Holdings10

Top holdingMicrosoft Corp

Below band0

New

Added

Exited

By what price implies: 4 demand a demanding growth rate, 0 modest.

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

Dutch Bros IncBROS22% · 2

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Microsoft CorpMSFT	$107.1M	—	43	287,000	23.3%	Core 8q
Dutch Bros IncBROS	$101.9M	—	2	1,418,394	22.1%	Core 8q
Taiwan Semiconductor ManufacTSM	$90.8M	—	28	190,100	19.7%	Core 6q
Amazon Com IncAMZN	$82.6M	—	39	346,600	17.9%	Big new
Hubbell IncHUBB	$31.9M	—	3	61,000	6.9%	Big new
Paypay CorpPAYP	$13.8M	—	2	961,608	3.0%	—
Walmart IncWMT	$10.4M	—	8	91,650	2.3%	—
Weride IncWRD	$8.7M	—	1	1,497,626	1.9%	—
Sharkninja IncSN	$7.3M	—	6	48,000	1.6%	—
Amphenol CorpAPH	$6.0M	—	9	34,080	1.3%	—

Microsoft CorpMSFTCore 8q
Value$107.1MValuation—Holders43Weight23.3%
Dutch Bros IncBROSCore 8q
Value$101.9MValuation—Holders2Weight22.1%
Taiwan Semiconductor ManufacTSMCore 6q
Value$90.8MValuation—Holders28Weight19.7%
Amazon Com IncAMZNBig new
Value$82.6MValuation—Holders39Weight17.9%
Hubbell IncHUBBBig new
Value$31.9MValuation—Holders3Weight6.9%
Paypay CorpPAYP—
Value$13.8MValuation—Holders2Weight3.0%
Walmart IncWMT—
Value$10.4MValuation—Holders8Weight2.3%
Weride IncWRD—
Value$8.7MValuation—Holders1Weight1.9%
Sharkninja IncSN—
Value$7.3MValuation—Holders6Weight1.6%
Amphenol CorpAPH—
Value$6.0MValuation—Holders9Weight1.3%

Exited this quarter (1)Wix Com Ltd

What is a superinvestor

About this investor

Portfolio overview

Joho Capital Llc's most recent 13F filing, for the quarter ended 2026-06-30, reports 10 positions worth $460.4M. The top 5 holdings represent 90% of that value, a concentrated portfolio.

The single largest position is Microsoft Corp at 23.3% of the portfolio, followed by Dutch Bros Inc at 22.1% and Taiwan Semiconductor Manufac at 19.7%.

Against the prior quarter, Robert Karr opened 1 new position, exited 1, added to 3, and trimmed 2. The largest new buy was Paypay Corp. The most notable sale was the full exit from Wix Com Ltd.

Across all 8 quarters on file, Microsoft Corp has appeared in every filing, as has Dutch Bros Inc. Microsoft Corp currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Robert Karr has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

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