Robert Karr - Joho Capital Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Joho Capital portfolio balances reported a total equity value of $373.06M across 10 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 30.6% 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 88.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.