Robert Karr - Joho Capital Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Joho Capital portfolio balances reported a total equity value of $562.99M across 9 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 37.6% of total equity value, followed by UBER TECHNOLOGIES INC (UBER), DUTCH BROS INC (BROS), TAIWAN SEMICONDUCTOR MFG LTD (TSM), and others. Collectively, the top five holdings represent 89.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.