Joho Capital Llc (Robert Karr)
Basic Stats
Market Value
721.02M
Top 10 (%)
97.53%
Portfolio Size
16 (0)
Avg. Holding Period
7 years
Turnover
0.25%
Industry Breakdown
Services-prepackaged Software
50.67%
Services-business Services, Nec
10.88%
Electrical Work
10.45%
Semiconductors & Related Devices
9.96%
Retail-eating & Drinking Places
6.25%
4.46%
Finance Services
3.53%
Services-computer Programming, Data Processing, Etc.
1.80%
Beverages
0.69%
Electronic Connectors
0.63%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Microsoft Corp | MSFT | 274.18M | 38.03% | 651.70K | — | — | $424.57 | 0.01% |
 Adobe Inc | ADBE | 87.80M | 12.18% | 174K | 108.88% | 90.70K | $502.09 | 0.04% |
 Uber Technologies Inc | UBER | 78.45M | 10.88% | 1.02M | — | — | $76.40 | 0.05% |
 Quanta Svcs Inc | PWR | 75.38M | 10.45% | 290.14K | — | — | $259.26 | 0.20% |
 Shoals Technologies Group In | SHLS | 71.82M | 9.96% | 6.42M | 111.58% | 3.39M | $11.38 | 3.78% |
 Dutch Bros Inc | BROS | 45.03M | 6.25% | 1.36M | 428.88% | 1.11M | $32.94 | 1.81% |
 Nextracker Inc | 32.17M | 4.46% | 571.67K | -31.67% | -265K | $56.27 | — | |
 Nu Hldgs Ltd | NU | 25.42M | 3.53% | 2.13M | 85.30% | 981K | $11.82 | 0.04% |
 Match Group Inc New | MTCH | 6.75M | 0.94% | 186K | New Buy | 186K | $35.91 | 0.07% |
 Bumble Inc | BMBL | 6.24M | 0.87% | 550K | New Buy | 550K | $11.31 | 0.41% |
 Constellation Brands Inc | STZ | 4.95M | 0.69% | 18.21K | — | — | $266.00 | 0.01% |
 Amphenol Corp New | APH | 4.53M | 0.63% | 39.24K | — | — | $114.05 | 0.01% |
 Procter And Gamble Co | PG | 3.74M | 0.52% | 23.05K | — | — | $160.58 | 0.00% |
 Ansys Inc | ANSS | 1.82M | 0.25% | 5.23K | — | — | $347.48 | 0.01% |
 Autodesk Inc | ADSK | 1.57M | 0.22% | 6.02K | -39.31% | -3.90K | $259.44 | 0.00% |
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