Joho Capital Llc (Robert Karr)
Basic Stats
Market Value
578.89M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
8 (-2)
Avg. Holding Period
11 years
Turnover
0.5%
Industry Breakdown
Services-prepackaged Software
50.6%
Retail-eating & Drinking Places
20.5%
Services-business Services, Nec
12.5%
Electrical Work
10.1%
Semiconductors & Related Devices
4.8%
Electronic Connectors
0.9%
Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
0.7%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 MSFT | Microsoft Corp | 208.79M | 36.1% | 556.2K | — | — | 375.00 | 0.0% |
 BROS | Dutch Bros Inc | 118.51M | 20.5% | 1.9M | — | — | 62.00 | 1.6% |
 ADBE | Adobe Inc | 84.15M | 14.5% | 219.4K | 15.5% | 29.5K | 384.00 | 0.1% |
 UBER | Uber Technologies Inc | 72.27M | 12.5% | 991.9K | — | — | 73.00 | 0.0% |
 PWR | Quanta Svcs Inc | 58.23M | 10.1% | 229.2K | -7.5% | -18.5K | 254.00 | 0.2% |
 TSM | Taiwan Semiconductor Mfg Ltd | 27.89M | 4.8% | 168.0K | New Buy | 168.0K | 166.00 | 0.0% |
 APH | Amphenol Corp New | 5.15M | 0.9% | 78.5K | — | — | 66.00 | 0.0% |
 PG | Procter And Gamble Co | 3.90M | 0.7% | 23.1K | — | — | 170.00 | 0.0% |
 ANSS | Ansys Inc | — | — | — | Sold Out | -5.2K | 363.00 | — |
 BMBL | Bumble Inc | — | — | — | Sold Out | -675.0K | 10.00 | — |
 STZ | Constellation Brands Inc | — | — | — | Sold Out | -9.8K | 223.00 | — |