Robert Karr - Joho Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 8 | |
| Portfolio Value | $578.89M |
Portfolio Overview
Comprehensive analysis of Robert Karr's investment portfolio
8
Total Holdings
$578.9M
Portfolio Value
Mar 31, 2025
Latest Filing
36.1%
Largest Position
Top Holdings
1
MSFT
MICROSOFT CORP
$208.8M
36.1%
2
BROS
DUTCH BROS INC
$118.5M
20.5%
3
ADBE
ADOBE INC
$84.1M
14.5%
↑+0.2%
4
UBER
UBER TECHNOLOGIES INC
$72.3M
12.5%
5
PWR
QUANTA SVCS INC
$58.2M
10.1%
↓-0.1%
Recent Activity
PG
Procter & Gamble Company (The)
-23,050
Jun 30, 2025
APH
Amphenol Corporation
-78,480
Jun 30, 2025
TSM
Taiwan Semiconductor Manufactur
-168,000
Jun 30, 2025