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)
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 | Type | Quantity |
|---|---|---|---|
Q3 2023Sep 30, 2023 | GOOG Alphabet Inc. | Buy | +99,000+65.4% |
Q3 2023Sep 30, 2023 | NXT Nextracker Inc. | Buy | +11,000+1.4% |
Q3 2023Sep 30, 2023 | CGNX Cognex Corporation | Sell - Position Exit | -12,100-100.0% |
Q3 2023Sep 30, 2023 | SEDG SolarEdge Technologies, Inc. | Sell | -28,250-33.2% |
Q3 2023Sep 30, 2023 | ARRY Array Technologies, Inc. | Sell - Position Exit | -142,734-100.0% |
Q3 2023Sep 30, 2023 | EEFT Euronet Worldwide, Inc. | Sell - Position Exit | -363,659-100.0% |
Q2 2023Jun 30, 2023 | G6683N103 Nu Holdings | Buy - Position Entry | +1,150,000 |
Q2 2023Jun 30, 2023 | NXT Nextracker Inc. | Buy - Position Entry | +808,169 |
Q2 2023Jun 30, 2023 | UBER Uber Technologies, Inc. | Buy - Position Entry | +438,000 |
Q2 2023Jun 30, 2023 | SHLS Shoals Technologies Group, Inc. | Buy | +390,000+53.0% |
Q2 2023Jun 30, 2023 | GOOG Alphabet Inc. | Buy - Position Entry | +151,300 |
Q2 2023Jun 30, 2023 | INTU Intuit Inc. | Buy | +2,030+4.9% |
Q2 2023Jun 30, 2023 | EL Estee Lauder Companies, Inc. (T | Buy | +1,450+14.0% |
Q2 2023Jun 30, 2023 | SPG Simon Property Group, Inc. | Sell - Position Exit | -13,970-100.0% |
Q2 2023Jun 30, 2023 | EEFT Euronet Worldwide, Inc. | Sell | -50,000-12.1% |
Q2 2023Jun 30, 2023 | BROS Dutch Bros Inc. | Sell - Position Exit | -356,803-100.0% |
Q2 2023Jun 30, 2023 | ARRY Array Technologies, Inc. | Sell | -1,040,866-87.9% |
Q1 2023Mar 31, 2023 | ARRY Array Technologies, Inc. | Buy | +458,600+63.3% |
Q1 2023Mar 31, 2023 | BROS Dutch Bros Inc. | Buy - Position Entry | +356,803 |
Q1 2023Mar 31, 2023 | PWR Quanta Services, Inc. | Buy | +118,150+69.8% |
Q1 2023Mar 31, 2023 | CGNX Cognex Corporation | Buy - Position Entry | +12,100 |
Q1 2023Mar 31, 2023 | INTU Intuit Inc. | Sell | -2,400-5.4% |
Q1 2023Mar 31, 2023 | ADSK Autodesk, Inc. | Sell | -3,850-21.3% |
Q1 2023Mar 31, 2023 | APH Amphenol Corporation | Sell | -15,900-36.0% |
Q1 2023Mar 31, 2023 | RIVN Rivian Automotive, Inc. | Sell | -65,800-11.6% |
Q4 2022Dec 31, 2022 | SHLS Shoals Technologies Group, Inc. | Buy - Position Entry | +735,488 |
Q4 2022Dec 31, 2022 | ARRY Array Technologies, Inc. | Buy - Position Entry | +725,000 |
Q4 2022Dec 31, 2022 | RIVN Rivian Automotive, Inc. | Buy | +342,000+151.5% |
Q4 2022Dec 31, 2022 | PWR Quanta Services, Inc. | Buy - Position Entry | +169,193 |
Q4 2022Dec 31, 2022 | SEDG SolarEdge Technologies, Inc. | Buy - Position Entry | +85,000 |