Robert Karr - Joho Capital Portfolio

Period Date		Jun 30, 2025
Filing Date		Aug 14, 2025
Total Stocks		9
Portfolio Value		$709.92M

Portfolio Overview

Comprehensive analysis of Robert Karr's investment portfolio

8

Total Holdings

$0.7B

Portfolio Value

Technology

Top Sector

4

Sectors

Investment Strategy Insights

• Robert Karr maintains a diversified portfolio across 4 sectors
• Top 5 holdings represent 89.1% of the portfolio
• Largest position: MICROSOFT CORP (MSFT) at 39.0%

Trends by sector

Investment Adjustments from Previous Filing

Joho Capital Holdings

Symbol	Company	Portfolio %	Price	Quantity	Change Qty	Change Value	% Change	Total Value
MSFT MICROSOFT CORP	MICROSOFT CORP	38.97%	$497.41	556,200	-	-	-	$276,659,442
BROS DUTCH BROS INC	DUTCH BROS INC	16.90%	$68.37	1,754,789	-164,725	-$11,262,248	-8.58%	$119,974,924
UBER UBER TECHNOLOGIES INC	UBER TECHNOLOGIES INC	13.04%	$93.30	991,900	-	-	-	$92,544,270
PWR QUANTA SVCS INC	QUANTA SVCS INC	12.21%	$378.08	229,193	-	-	-	$86,653,289
TSM TAIWAN SEMICONDUCTOR MFG LTD	TAIWAN SEMICONDUCTOR MFG LTD	7.95%	$226.49	249,100	81,100	$18,368,339	48.27%	$56,418,659
ADBE ADOBE INC	ADOBE INC	7.12%	$386.88	130,600	-88,800	-$34,354,944	-40.47%	$50,526,528
APH AMPHENOL CORP NEW	AMPHENOL CORP NEW	1.09%	$98.75	78,480	-	-	-	$7,749,900
PG PROCTER AND GAMBLE CO	PROCTER AND GAMBLE CO	0.52%	$159.32	23,050	-	-	-	$3,672,326