Robert Karr - Joho Capital Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Joho Capital portfolio balances reported a total equity value of $460.42M across 10 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 23.3% of total equity value, followed by DUTCH BROS INC (BROS), TAIWAN SEMICONDUCTOR MANUFAC (TSM), AMAZON COM INC (AMZN), and others. Collectively, the top five holdings represent 90.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.