Robert Karr – Joho Capital Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Monday.com (MNDY)
Increases – Taiwan Semiconductor Manufactur (TSM)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Joho Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2017Dec 31, 2017 | BABA Alibaba Group Holding Limited | Sell | -180,000-18.5% |
Q3 2017Sep 30, 2017 | SBUX Starbucks Corporation | Buy | +3,700+36.5% |
Q3 2017Sep 30, 2017 | CGNX Cognex Corporation | Sell | -107,500-7.7% |
Q3 2017Sep 30, 2017 | BABA Alibaba Group Holding Limited | Sell | -229,500-19.1% |
Q2 2017Jun 30, 2017 | HXL Hexcel Corporation | Buy | +329,683+85.3% |
Q2 2017Jun 30, 2017 | MHK Mohawk Industries, Inc. | Buy - Position Entry | +146,277 |
Q2 2017Jun 30, 2017 | SBUX Starbucks Corporation | Buy - Position Entry | +10,150 |
Q2 2017Jun 30, 2017 | BABA Alibaba Group Holding Limited | Sell | -110,000-8.4% |
Q2 2017Jun 30, 2017 | ETSY Etsy, Inc. | Sell - Position Exit | -1,365,949-100.0% |
Q1 2017Mar 31, 2017 | AEO American Eagle Outfitters, Inc. | Sell - Position Exit | -60,000-100.0% |
Q1 2017Mar 31, 2017 | CGNX Cognex Corporation | Sell | -225,000-13.8% |
Q4 2016Dec 31, 2016 | BABA Alibaba Group Holding Limited | Buy | +101,150+8.3% |
Q4 2016Dec 31, 2016 | AMZN Amazon.com, Inc. | Sell - Position Exit | -3,988-100.0% |
Q4 2016Dec 31, 2016 | BIDU Baidu, Inc. | Sell - Position Exit | -20,736-100.0% |
Q4 2016Dec 31, 2016 | CGNX Cognex Corporation | Sell | -61,437-3.6% |
Q4 2016Dec 31, 2016 | ETSY Etsy, Inc. | Sell | -738,213-35.1% |
Q3 2016Sep 30, 2016 | ETSY Etsy, Inc. | Buy | +1,790,949+571.8% |
Q3 2016Sep 30, 2016 | CGNX Cognex Corporation | Buy | +149,589+9.7% |
Q3 2016Sep 30, 2016 | BABA Alibaba Group Holding Limited | Buy | +76,000+6.7% |
Q3 2016Sep 30, 2016 | AEO American Eagle Outfitters, Inc. | Buy - Position Entry | +60,000 |
Q3 2016Sep 30, 2016 | AMZN Amazon.com, Inc. | Sell | -2-0.1% |
Q2 2016Jun 30, 2016 | BABA Alibaba Group Holding Limited | Buy | +136,537+13.7% |
Q2 2016Jun 30, 2016 | GOOG Alphabet Inc. | Sell - Position Exit | -36,456-100.0% |
Q2 2016Jun 30, 2016 | TAL TAL Education Group | Sell - Position Exit | -422,053-100.0% |
Q2 2016Jun 30, 2016 | HXL Hexcel Corporation | Sell | -708,496-64.7% |
Q1 2016Mar 31, 2016 | BABA Alibaba Group Holding Limited | Buy | +325,000+48.2% |
Q1 2016Mar 31, 2016 | ETSY Etsy, Inc. | Buy - Position Entry | +313,213 |
Q1 2016Mar 31, 2016 | BIDU Baidu, Inc. | Buy | +8,220+65.7% |
Q1 2016Mar 31, 2016 | GOOGL Alphabet Inc. | Sell - Position Exit | -2,607-100.0% |
Q1 2016Mar 31, 2016 | GOOG Alphabet Inc. | Sell | -16,500-31.2% |