Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2026)
According to the SEC 13F filed on Aug 14, 2026, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2026, the filing reported:
New Buys - None reported
Increases - Amazon.com, Inc., Hubbell Inc
Reductions - Microsoft Corporation, Walmart Inc.
Complete Exits - Wix
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
AMZN
Amazon.com, Inc.
|
Buy |
+79,800
|
|
Q2 2026
|
HUBB
Hubbell Inc
|
Buy |
+37,100
|
|
Q2 2026
|
MSFT
Microsoft Corporation
|
Sell |
-21,300
|
|
Q2 2026
|
WIX
Wix
|
Sell - Position Exit |
-276,335
|
|
Q2 2026
|
WMT
Walmart Inc.
|
Sell |
-28,200
|
|
Q1 2026
|
AMZN
Amazon.com, Inc.
|
Buy |
+2,300
|
|
Q1 2026
|
APH
Amphenol Corporation
|
Sell |
-44,400
|
|
Q1 2026
|
HUBB
Hubbell Inc
|
Buy - Position Entry |
+23,900
|
|
Q1 2026
|
MSFT
Microsoft Corporation
|
Sell |
-51,000
|
|
Q1 2026
|
PG
Procter & Gamble Company (The)
|
Sell - Position Exit |
-5,250
|
|
Q1 2026
|
PWR
Quanta Services, Inc.
|
Sell - Position Exit |
-4,110
|
|
Q1 2026
|
SN
SharkNinja
|
Buy - Position Entry |
+48,000
|
|
Q1 2026
|
UBER
Uber Technologies, Inc.
|
Sell - Position Exit |
-901,900
|
|
Q1 2026
|
WIX
Wix
|
Buy - Position Entry |
+276,335
|
|
Q1 2026
|
WMT
Walmart Inc.
|
Buy |
+99,000
|