Joho Capital Llc (Robert Karr)
Basic Stats
Market Value
709.92B
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (1)
Avg. Holding Period
11 years
Turnover
0.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 MICROSOFT CORP | Microsoft Corp | 276.66B | 39.0% | 556.2K | — | — | 497.41K | — |
 DUTCH BROS INC | Dutch Bros Inc | 119.97B | 16.9% | 1.8M | -8.6% | -164.7K | 68.37K | — |
 UBER TECHNOLOGIES INC | Uber Technologies Inc | 92.54B | 13.0% | 991.9K | — | — | 93.30K | — |
 QUANTA SVCS INC | Quanta Svcs Inc | 86.65B | 12.2% | 229.2K | — | — | 378.08K | — |
 TAIWAN SEMICONDUCTOR MFG LTD | Taiwan Semiconductor Mfg Ltd | 56.42B | 7.9% | 249.1K | 48.3% | 81.1K | 226.49K | — |
 ADOBE INC | Adobe Inc | 50.53B | 7.1% | 130.6K | -40.5% | -88.8K | 386.88K | — |
 MONDAY COM LTD | Monday Com Ltd | 15.72B | 2.2% | 50.0K | New Buy | 50.0K | 314.48K | — |
 AMPHENOL CORP NEW | Amphenol Corp New | 7.75B | 1.1% | 78.5K | — | — | 98.75K | — |
 PROCTER AND GAMBLE CO | Procter And Gamble Co | 3.67B | 0.5% | 23.1K | — | — | 159.32K | — |