Robert Karr's Joho Capital Portfolio Shifts in Q1 2026: Key Technology and Consumer Stock Changes

As of March 31, 2026, Robert Karr's portfolio managed by Joho Capital stands at a total value of $366.7 million. This period has witnessed significant shifts in the investor's top holdings, reflecting strategic buying and selling activities.

Among the most pronounced changes is Robert Karr's substantial increase in his position in Walmart (WMT). The number of shares held rose by 99,000, representing a staggering 474.82% increase from the previous quarter. This significant stake growth suggests strong confidence in the Consumer Defensive stock. Similarly, Wix (WIX) saw its position completely rebuilt, with shares increasing by 276,335, a 100.00% change, indicating either a fresh investment or a substantial refill of a previous position.

In contrast, Karr's stake in Microsoft (MSFT) experienced a notable reduction. The number of shares decreased by 51,000, or 14.19%, signaling a divestment or reduction in exposure to the Technology sector giant. The Technology sector also saw a decrease with Amphenol (APH), where shares dropped by 56.57%, representing a reduction of 44,400 shares.

Hubbell (HUBB) and SharkNinja (SN) also saw their positions completely replaced, with share counts increasing by 100.00% for both Industrials and this consumer-focused company, respectively. These changes suggest active turnover within Karr's portfolio.

No purchases of new stocks outside the top holdings are explicitly detailed in this disclosure. Conversely, while prior positions in Microsoft and Amphenol were significantly reduced, they remain part of the portfolio, indicating no complete exits from these holdings as of this reporting date.

For a detailed view of Robert Karr's investment activity, visit his profile on Insiderset: https://www.insiderset.com/investor/robert-karr-joho-capital. You can also explore his holdings in key companies like Microsoft (MSFT), Amazon (AMZN), Walmart (WMT), and Wix (WIX) on Insiderset.