Robert Karr - Joho Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 8 | |
| Portfolio Value | $578.89M |
Joho Capital Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 68.80% | |
| Consumer Cyclical | 20.47% | |
| Industrials | 10.06% | |
| Consumer Defensive | 0.67% | |