Robert Karr - Joho Capital Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Joho Capital disclosed 9 stock positions valued at approximately $460.42M as of quarter-end June 30, 2026. The largest holdings include MICROSOFT CORP, DUTCH BROS INC, and TAIWAN SEMICONDUCTOR MANUFAC.
- Report Period
- June 30, 2026
- No. of Stocks
- 9
- Portfolio Value
- $460.42M
Holdings by Sector
Joho Capital Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 23.25% | 287,000 | -21,300 | -6.91% | $107,056,740 |
| DUTCH BROS INC | BROS | Consumer Cyclical | 22.12% | 1,418,394 | - | - | $101,854,873 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 19.72% | 190,100 | - | - | $90,786,057 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 17.94% | 346,600 | +79,800 | +29.91% | $82,608,644 |
| HUBBELL INC | HUBB | Industrials | 6.93% | 61,000 | +37,100 | +155.23% | $31,915,200 |
| PAYPAY CORP | PAYP | Other | 2.99% | 961,608 | +961,608 | +100.00% | $13,779,843 |
| WALMART INC | WMT | Consumer Defensive | 2.25% | 91,650 | -28,200 | -23.53% | $10,380,279 |
| SHARKNINJA INC | SN | Other | 1.59% | 48,000 | - | - | $7,308,960 |
| AMPHENOL CORP | APH | Technology | 1.31% | 34,080 | - | - | $6,008,986 |
Showing 9 of 9 holdings in the latest reporting period.