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 |
|---|---|---|---|
Q1 2022Mar 31, 2022 | ADSK Autodesk, Inc. | Buy | +3,900+40.8% |
Q1 2022Mar 31, 2022 | EL Estee Lauder Companies, Inc. (T | Buy | +520+6.5% |
Q1 2022Mar 31, 2022 | GOOGL Alphabet Inc. | Buy | +304+33.2% |
Q1 2022Mar 31, 2022 | ADBE Adobe Inc. | Sell | -1,490-55.7% |
Q1 2022Mar 31, 2022 | FIS Fidelity National Information S | Sell - Position Exit | -5,600-100.0% |
Q1 2022Mar 31, 2022 | META Meta Platforms, Inc. | Sell | -7,050-57.6% |
Q1 2022Mar 31, 2022 | GPN Global Payments Inc. | Sell | -54,975-7.0% |
Q1 2022Mar 31, 2022 | EEFT Euronet Worldwide, Inc. | Sell | -55,350-8.2% |
Q4 2021Dec 31, 2021 | EEFT Euronet Worldwide, Inc. | Buy | +207,915+44.2% |
Q4 2021Dec 31, 2021 | SPG Simon Property Group, Inc. | Buy - Position Entry | +9,900 |
Q4 2021Dec 31, 2021 | UBER Uber Technologies, Inc. | Buy | +6,000+28.6% |
Q4 2021Dec 31, 2021 | FIS Fidelity National Information S | Buy - Position Entry | +5,600 |
Q4 2021Dec 31, 2021 | DT Dynatrace, Inc. | Buy | +4,950+0.4% |
Q4 2021Dec 31, 2021 | ADSK Autodesk, Inc. | Buy | +3,100+47.9% |
Q4 2021Dec 31, 2021 | GPN Global Payments Inc. | Buy | +3,000+0.4% |
Q4 2021Dec 31, 2021 | BABA Alibaba Group Holding Limited | Buy | +1,000+0.1% |
Q4 2021Dec 31, 2021 | GOOGL Alphabet Inc. | Buy | +215+30.7% |
Q4 2021Dec 31, 2021 | AMZN Amazon.com, Inc. | Buy | +55+3.5% |
Q4 2021Dec 31, 2021 | ADBE Adobe Inc. | Sell | -2,455-47.9% |
Q4 2021Dec 31, 2021 | PTON Peloton Interactive, Inc. | Sell - Position Exit | -5,375-100.0% |
Q4 2021Dec 31, 2021 | PFGC Performance Food Group Company | Sell - Position Exit | -39,500-100.0% |
Q4 2021Dec 31, 2021 | MSFT Microsoft Corporation | Sell | -99,500-13.9% |
Q3 2021Sep 30, 2021 | BABA Alibaba Group Holding Limited | Buy | +385,900+67.6% |
Q3 2021Sep 30, 2021 | GPN Global Payments Inc. | Buy | +189,693+31.8% |
Q3 2021Sep 30, 2021 | AMZN Amazon.com, Inc. | Sell | -188-10.8% |
Q3 2021Sep 30, 2021 | ADBE Adobe Inc. | Sell | -480-8.6% |
Q3 2021Sep 30, 2021 | NOW ServiceNow, Inc. | Sell | -488-7.3% |
Q3 2021Sep 30, 2021 | EL Estee Lauder Companies, Inc. (T | Sell | -1,775-18.1% |
Q3 2021Sep 30, 2021 | SPG Simon Property Group, Inc. | Sell - Position Exit | -8,100-100.0% |
Q3 2021Sep 30, 2021 | MSFT Microsoft Corporation | Sell | -25,700-3.5% |