Robert Karr - Joho Capital 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 15, 2026, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Q1 2026, the filing reported:

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.