Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 11 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, bought 4 totally new, decreased the number of shares of 2 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (WIX) WIXCOM LTD (new buy), (WMT) WALMART INC (added shares +474.82%), (HUBB) HUBBELL INC (new buy), (WRD) WERIDE INC-ADR (new buy) and (SN) SHARKNINJA INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (30.59%), (BROS) DUTCH BROS INC-CLASS A (19.26%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (17.22%), (AMZN) AMAZONCOM INC (14.89%) and (WIX) WIXCOM LTD (6.67%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -14.19%), (AMZN) AMAZONCOM INC (added shares +0.87%) and (WIX) WIXCOM LTD (new buy).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2026 Q1 (11 results)
WRD
WERIDE INC-ADR
buy
+787,636
+1.71%
$8.09
-
1.71%
WIX
WIXCOM LTD
buy
+276,335
+6.67%
$90.07
41.83% $52.39
6.67%
SN
SHARKNINJA INC
buy
+48,000
+1.36%
$105.90
13.14% $119.82
1.36%
HUBB
HUBBELL INC
buy
+23,900
+3.14%
$490.74
2.84% $476.82
3.14%
WMT
WALMART INC
+474.82%
+99,000
+3.30%
$124.28
4.35% $118.88
3.99%
AMZN
AMAZONCOM INC
+0.87%
+2,300
+0.13%
$208.27
18.13% $246.03
14.89%
MSFT
MICROSOFT CORP
-14.19%
-51,000
-5.06%
$370.17
12.56% $416.67
30.59%
APH
AMPHENOL CORP-CL A
-56.57%
-44,400
-1.50%
$126.35
9.86% $138.81
1.15%
PG
PROCTER & GAMBLE CO/THE
-100.00%
-5,250
-0.20%
$143.31
2.25% $146.54
0.00%
PWR
QUANTA SERVICES INC
-100.00%
-4,110
-0.46%
$422.06
64.69% $695.11
0.00%
UBER
UBER TECHNOLOGIES INC
-100.00%
-901,900
-19.75%
$81.71
13.46% $70.71
0.00%
2025 Q4 (5 results)
WMT
WALMART INC
+88.69%
+9,800
+0.23%
$111.41
6.70% $118.88
0.50%
MSFT
MICROSOFT CORP
-12.09%
-49,400
-5.10%
$483.62
13.84% $416.67
37.09%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-23.69%
-59,000
-3.83%
$303.89
-
12.33%
PG
PROCTER & GAMBLE CO/THE
-58.17%
-7,300
-0.22%
$143.31
2.25% $146.54
0.00%
PWR
QUANTA SERVICES INC
-96.47%
-112,383
-10.12%
$422.06
64.69% $695.11
0.00%
2025 Q3 (9 results)
WMT
WALMART INC
buy
+11,050
+0.20%
$103.06
15.35% $118.88
0.20%
AMZN
AMAZONCOM INC
buy
+264,500
+10.32%
$219.57
12.05% $246.03
10.32%
UBER
UBER TECHNOLOGIES INC
-9.07%
-90,000
-1.57%
$97.97
27.82% $70.71
15.69%
BROS
DUTCH BROS INC-CLASS A
-19.17%
-336,395
-3.13%
$52.34
6.08% $55.52
13.19%
MSFT
MICROSOFT CORP
-26.52%
-147,500
-13.57%
$517.95
19.55% $416.67
37.60%
PG
PROCTER & GAMBLE CO/THE
-45.55%
-10,500
-0.29%
$153.65
4.63% $146.54
0.34%
PWR
QUANTA SERVICES INC
-49.17%
-112,700
-8.30%
$414.42
67.73% $695.11
8.58%
ADBE
ADOBE INC
-100.00%
-130,600
-8.97%
$386.88
35.01% $251.44
0.00%
MNDY
MONDAYCOM LTD
-100.00%
-50,000
-2.79%
$314.48
72.74% $85.74
0.00%
2025 Q2 (4 results)
MNDY
MONDAYCOM LTD
buy
+50,000
+2.21%
$314.48
72.74% $85.74
0.00%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+48.27%
+81,100
+2.59%
$226.49
-
7.95%
BROS
DUTCH BROS INC-CLASS A
-8.58%
-164,725
-1.59%
$68.37
18.79% $55.52
16.90%
ADBE
ADOBE INC
-40.47%
-88,800
-4.84%
$386.88
35.01% $251.44
0.00%
2025 Q1 (6 results)
TSM
TAIWAN SEMICONDUCTOR-SP ADR
buy
+168,000
+4.82%
$166.00
-
4.82%
ADBE
ADOBE INC
+15.53%
+29,500
+1.95%
$383.53
34.44% $251.44
14.54%
PWR
QUANTA SERVICES INC
-7.45%
-18,450
-0.81%
$254.08
173.58% $695.11
10.06%
STZ
CONSTELLATION BRANDS INC-A
-100.00%
-9,815
-0.37%
$221.00
36.24% $140.91
0.00%
ANSS
ANSYS INC
-100.00%
-5,230
-0.30%
$337.33
-
0.00%
BMBL
BUMBLE INC-A
-100.00%
-675,000
-0.95%
$8.14
65.11% $2.84
0.00%
2024 Q4 (7 results)
ADBE
ADOBE INC
+64.13%
+74,200
+5.73%
$444.68
43.46% $251.44
14.65%
MSFT
MICROSOFT CORP
-14.65%
-95,500
-6.99%
$421.50
1.15% $416.67
40.68%
PWR
QUANTA SERVICES INC
-14.65%
-42,500
-2.33%
$316.05
119.94% $695.11
13.58%
UBER
UBER TECHNOLOGIES INC
-20.26%
-252,000
-2.64%
$60.32
17.22% $70.71
10.38%
BMBL
BUMBLE INC-A
-50.00%
-675,000
-0.95%
$8.14
65.11% $2.84
0.00%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
-100.00%
-2,131,000
-5.05%
$13.65
12.31% $11.97
0.00%
TXRH
TEXAS ROADHOUSE INC
-100.00%
-1,600
-0.05%
$176.60
3.48% $170.46
0.00%
2024 Q3 (5 results)
TXRH
TEXAS ROADHOUSE INC
buy
+1,600
+0.04%
$176.60
3.48% $170.46
0.00%
BROS
DUTCH BROS INC-CLASS A
+40.67%
+555,000
+2.81%
$32.03
73.34% $55.52
9.71%
ADBE
ADOBE INC
-18.92%
-27,000
-2.21%
$517.78
51.44% $251.44
9.46%
STZ
CONSTELLATION BRANDS INC-A
-18.98%
-2,300
-0.09%
$257.69
45.32% $140.91
0.40%
SHLS
SHOALS TECHNOLOGIES GROUP -A
-100.00%
-9,642,545
-9.50%
$6.24
73.24% $10.81
0.00%
47 of 499

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.