Robert Karr - Joho Capital Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Joho Capital portfolio balances reported a total equity value of $468.53M across 9 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 17, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 37.1% of total equity value, followed by DUTCH BROS INC (BROS), UBER TECHNOLOGIES INC (UBER), AMAZON COM INC (AMZN), and others. Collectively, the top five holdings represent 96.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.