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
36.1%
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% |
 DUTCH BROS INC | Dutch Bros Inc | 118.51M | 20.5% | 1.9M | — | — | 62.00 | — |
 ADOBE INC | Adobe Inc | 84.15M | 14.5% | 219.4K | 15.5% | 29.5K | 384.00 | — |
 UBER TECHNOLOGIES INC | Uber Technologies Inc | 72.27M | 12.5% | 991.9K | — | — | 73.00 | — |
 QUANTA SVCS INC | Quanta Svcs Inc | 58.23M | 10.1% | 229.2K | -7.5% | -18.5K | 254.00 | — |
 TAIWAN SEMICONDUCTOR MFG LTD | Taiwan Semiconductor Mfg Ltd | 27.89M | 4.8% | 168.0K | New Buy | 168.0K | 166.00 | — |
 AMPHENOL CORP NEW | Amphenol Corp New | 5.15M | 0.9% | 78.5K | — | — | 66.00 | — |
 PROCTER AND GAMBLE CO | Procter And Gamble Co | 3.90M | 0.7% | 23.1K | — | — | 169.00 | — |
 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 | — |