Robert Karr

Net buying

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

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$373.1M (−20%)

Holdings10 (+1)

Top holdingMicrosoft Corp

Below band0

New

Added

Exited

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-03-31):

Dutch Bros IncBROS19% · 2

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Microsoft CorpMSFT	$114.1M	—	45	308,300	30.6%	Core 8q
Dutch Bros IncBROS	$71.9M	—	2	1,418,394	19.3%	Core 8q
Taiwan Semiconductor ManufacTSM	$64.2M	—	27	190,100	17.2%	—
Amazon Com IncAMZN	$55.6M	—	39	266,800	14.9%	Big new
Wix Com LtdWIX	$24.9M	—	4	276,335	6.7%	Big new
Walmart IncWMT	$14.9M	—	9	119,850	4.0%	Adding 3q
Hubbell IncHUBB	$11.7M	—	3	23,900	3.1%	Big new
Weride IncWRD	$6.4M	—	1	787,636	1.7%	—
Sharkninja IncSN	$5.1M	—	8	48,000	1.4%	—
Amphenol CorpAPH	$4.3M	—	8	34,080	1.2%	—

Microsoft CorpMSFTCore 8q
Value$114.1MValuation—Holders45Weight30.6%
Dutch Bros IncBROSCore 8q
Value$71.9MValuation—Holders2Weight19.3%
Taiwan Semiconductor ManufacTSM—
Value$64.2MValuation—Holders27Weight17.2%
Amazon Com IncAMZNBig new
Value$55.6MValuation—Holders39Weight14.9%
Wix Com LtdWIXBig new
Value$24.9MValuation—Holders4Weight6.7%
Walmart IncWMTAdding 3q
Value$14.9MValuation—Holders9Weight4.0%
Hubbell IncHUBBBig new
Value$11.7MValuation—Holders3Weight3.1%
Weride IncWRD—
Value$6.4MValuation—Holders1Weight1.7%
Sharkninja IncSN—
Value$5.1MValuation—Holders8Weight1.4%
Amphenol CorpAPH—
Value$4.3MValuation—Holders8Weight1.2%

Exited this quarter (3)Uber Technologies Inc、Quanta Svcs Inc、Procter And Gamble Co

What is a superinvestor

About this investor

Portfolio overview

Joho Capital Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 10 positions worth $373.1M. The top 5 holdings represent 89% of that value, a concentrated portfolio.

The single largest position is Microsoft Corp at 30.6% of the portfolio, followed by Dutch Bros Inc at 19.3% and Taiwan Semiconductor Manufac at 17.2%.

Against the prior quarter, Robert Karr opened 4 new positions, exited 3, added to 2, and trimmed 2. The largest new buy was Wix Com Ltd. The most notable sale was the full exit from Uber Technologies Inc.

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 2026-03-31 · filed 2026-05-15

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