Robert Karr – Joho Capital Portfolio Activity & Recent Trades (Jun 30, 2025)

As of Jun 30, 2025, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 Q2 2025, the filing reported:

New Buys – Monday.com (MNDY)

Increases – Taiwan Semiconductor Manufactur (TSM)

Reductions – Adobe Inc. (ADBE), Dutch Bros Inc. (BROS)

Complete Exits – None reported

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

Joho Capital Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2025Jun 30, 2025	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+81,100+48.3%	$56.42M	249,100
Q2 2025Jun 30, 2025	MNDY Monday.com	Monday.com	Buy - Position Entry	+50,000	$15.72M	50,000
Q2 2025Jun 30, 2025	ADBE Adobe Inc.	Adobe Inc.	Sell	-88,800-40.5%	$50.53M	130,600
Q2 2025Jun 30, 2025	BROS Dutch Bros Inc.	Dutch Bros Inc.	Sell	-164,725-8.6%	$119.97M	1,754,789
Q1 2025Mar 31, 2025	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy - Position Entry	+168,000	$27.89M	168,000
Q1 2025Mar 31, 2025	ADBE Adobe Inc.	Adobe Inc.	Buy	+29,500+15.5%	$84.15M	219,400
Q1 2025Mar 31, 2025	ANSS ANSYS, Inc.	ANSYS, Inc.	Sell - Position Exit	-5,230-100.0%	$0.00	-
Q1 2025Mar 31, 2025	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Sell - Position Exit	-9,815-100.0%	$0.00	-
Q1 2025Mar 31, 2025	PWR Quanta Services, Inc.	Quanta Services, Inc.	Sell	-18,450-7.5%	$58.23M	229,193
Q1 2025Mar 31, 2025	BMBL Bumble Inc.	Bumble Inc.	Sell - Position Exit	-675,000-100.0%	$0.00	-
Q4 2024Dec 31, 2024	ADBE Adobe Inc.	Adobe Inc.	Buy	+74,200+64.1%	$84.44M	189,900
Q4 2024Dec 31, 2024	TXRH Texas Roadhouse, Inc.	Texas Roadhouse, Inc.	Sell - Position Exit	-1,600-100.0%	$0.00	-
Q4 2024Dec 31, 2024	PWR Quanta Services, Inc.	Quanta Services, Inc.	Sell	-42,500-14.6%	$78.27M	247,643
Q4 2024Dec 31, 2024	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-95,500-14.7%	$234.44M	556,200
Q4 2024Dec 31, 2024	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Sell	-252,000-20.3%	$59.83M	991,900
Q4 2024Dec 31, 2024	BMBL Bumble Inc.	Bumble Inc.	Sell	-675,000-50.0%	$5.49M	675,000
Q4 2024Dec 31, 2024	G6683N103 Nu Holdings	Nu Holdings	Sell - Position Exit	-2,131,000-100.0%	$0.00	-
Q3 2024Sep 30, 2024	BROS Dutch Bros Inc.	Dutch Bros Inc.	Buy	+555,000+40.7%	$61.48M	1,919,514
Q3 2024Sep 30, 2024	TXRH Texas Roadhouse, Inc.	Texas Roadhouse, Inc.	Buy - Position Entry	+1,600	$282.56K	1,600
Q3 2024Sep 30, 2024	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Sell	-2,300-19.0%	$2.53M	9,815
Q3 2024Sep 30, 2024	ADBE Adobe Inc.	Adobe Inc.	Sell	-27,000-18.9%	$59.91M	115,700
Q3 2024Sep 30, 2024	SHLS Shoals Technologies Group, Inc.	Shoals Technologies Group, Inc.	Sell - Position Exit	-9,642,545-100.0%	$0.00	-
Q2 2024Jun 30, 2024	SHLS Shoals Technologies Group, Inc.	Shoals Technologies Group, Inc.	Buy	+3,219,000+50.1%	$60.17M	9,642,545
Q2 2024Jun 30, 2024	BMBL Bumble Inc.	Bumble Inc.	Buy	+800,000+145.5%	$14.19M	1,350,000
Q2 2024Jun 30, 2024	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+225,000+22.1%	$90.41M	1,243,900
Q2 2024Jun 30, 2024	APH Amphenol Corporation	Amphenol Corporation	Buy	+39,240+100.0%	$5.29M	78,480
Q2 2024Jun 30, 2024	MCD McDonald's Corporation	McDonald's Corporation	Sell - Position Exit	-4,200-100.0%	$0.00	-
Q2 2024Jun 30, 2024	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell - Position Exit	-6,020-100.0%	$0.00	-
Q2 2024Jun 30, 2024	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Sell	-6,100-33.5%	$3.12M	12,115
Q2 2024Jun 30, 2024	ADBE Adobe Inc.	Adobe Inc.	Sell	-31,300-18.0%	$79.28M	142,700

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