Robert Karr - Joho Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 8 | |
| Portfolio Value | $578.89M |
Joho Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | PG Procter & Gamble Company (The) | Sell - Position Exit | -23,050-100.0% |
Q2 2025Jun 30, 2025 | APH Amphenol Corporation | Sell - Position Exit | -78,480-100.0% |
Q2 2025Jun 30, 2025 | TSM Taiwan Semiconductor Manufactur | Sell - Position Exit | -168,000-100.0% |
Q2 2025Jun 30, 2025 | ADBE Adobe Inc. | Sell - Position Exit | -219,400-100.0% |
Q2 2025Jun 30, 2025 | PWR Quanta Services, Inc. | Sell - Position Exit | -229,193-100.0% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell - Position Exit | -556,200-100.0% |
Q2 2025Jun 30, 2025 | UBER Uber Technologies, Inc. | Sell - Position Exit | -991,900-100.0% |
Q2 2025Jun 30, 2025 | BROS Dutch Bros Inc. | Sell - Position Exit | -1,919,514-100.0% |
Q1 2025Mar 31, 2025 | TSM Taiwan Semiconductor Manufactur | Buy - Position Entry | +168,000 |
Q1 2025Mar 31, 2025 | ADBE Adobe Inc. | Buy | +29,500+15.5% |
Q1 2025Mar 31, 2025 | ANSS ANSYS, Inc. | Sell - Position Exit | -5,230-100.0% |
Q1 2025Mar 31, 2025 | STZ Constellation Brands, Inc. | Sell - Position Exit | -9,815-100.0% |
Q1 2025Mar 31, 2025 | PWR Quanta Services, Inc. | Sell | -18,450-7.5% |
Q1 2025Mar 31, 2025 | BMBL Bumble Inc. | Sell - Position Exit | -675,000-100.0% |
Q4 2024Dec 31, 2024 | ADBE Adobe Inc. | Buy | +74,200+64.1% |
Q4 2024Dec 31, 2024 | TXRH Texas Roadhouse, Inc. | Sell - Position Exit | -1,600-100.0% |
Q4 2024Dec 31, 2024 | PWR Quanta Services, Inc. | Sell | -42,500-14.6% |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Sell | -95,500-14.7% |
Q4 2024Dec 31, 2024 | UBER Uber Technologies, Inc. | Sell | -252,000-20.3% |
Q4 2024Dec 31, 2024 | BMBL Bumble Inc. | Sell | -675,000-50.0% |
Q3 2024Sep 30, 2024 | BROS Dutch Bros Inc. | Buy | +555,000+40.7% |
Q3 2024Sep 30, 2024 | TXRH Texas Roadhouse, Inc. | Buy - Position Entry | +1,600 |
Q3 2024Sep 30, 2024 | STZ Constellation Brands, Inc. | Sell | -2,300-19.0% |
Q3 2024Sep 30, 2024 | ADBE Adobe Inc. | Sell | -27,000-18.9% |
Q3 2024Sep 30, 2024 | SHLS Shoals Technologies Group, Inc. | Sell - Position Exit | -9,642,545-100.0% |
Q2 2024Jun 30, 2024 | SHLS Shoals Technologies Group, Inc. | Buy | +3,219,000+50.1% |
Q2 2024Jun 30, 2024 | BMBL Bumble Inc. | Buy | +800,000+145.5% |
Q2 2024Jun 30, 2024 | UBER Uber Technologies, Inc. | Buy | +225,000+22.1% |
Q2 2024Jun 30, 2024 | APH Amphenol Corporation | Buy | +39,240+100.0% |
Q2 2024Jun 30, 2024 | MCD McDonald's Corporation | Sell - Position Exit | -4,200-100.0% |