Robert Karr - Joho Capital Portfolio Stock Holdings
Joho Capital disclosed 10 stock positions valued at approximately $373.1 million in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, DUTCH BROS INC, and TAIWAN SEMICONDUCTOR MANUFAC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $373.1M
Holdings by Sector
Joho Capital Portfolio Holdings in Q1 2026
9 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 30.59% | 308,300 | -51,000 | -14.19% | $114,123,411 |
| DUTCH BROS INC | BROS | Consumer Cyclical | 19.26% | 1,418,394 | - | - | $71,855,840 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 17.22% | 190,100 | - | - | $64,244,295 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 14.89% | 266,800 | +2,300 | +0.87% | $55,566,436 |
| WIX COM LTD | WIX | Other | 6.67% | 276,335 | +276,335 | +100.00% | $24,889,493 |
| WALMART INC | WMT | Consumer Defensive | 3.99% | 119,850 | +99,000 | +474.82% | $14,894,958 |
| HUBBELL INC | HUBB | Industrials | 3.14% | 23,900 | +23,900 | +100.00% | $11,728,686 |
| SHARKNINJA INC | SN | Other | 1.36% | 48,000 | +48,000 | +100.00% | $5,083,200 |
| AMPHENOL CORP | APH | Technology | 1.15% | 34,080 | -44,400 | -56.57% | $4,306,008 |