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 |
|---|---|---|---|
Q1 2015Mar 31, 2015 | VNET VNET Group, Inc. | Sell - Position Exit | -800,375-100.0% |
Q4 2014Dec 31, 2014 | YELP Yelp Inc. | Buy | +290,000+152.1% |
Q4 2014Dec 31, 2014 | HXL Hexcel Corporation | Buy | +231,491+37.0% |
Q4 2014Dec 31, 2014 | TAL TAL Education Group | Sell | -46,268-1.9% |
Q4 2014Dec 31, 2014 | BIDU Baidu, Inc. | Sell | -143,000-20.7% |
Q4 2014Dec 31, 2014 | VIPS Vipshop Holdings Limited | Sell - Position Exit | -211,700-100.0% |
Q4 2014Dec 31, 2014 | VNET VNET Group, Inc. | Sell | -364,917-31.3% |
Q4 2014Dec 31, 2014 | VECO Veeco Instruments Inc. | Sell | -395,231-36.1% |
Q3 2014Sep 30, 2014 | HXL Hexcel Corporation | Buy | +70,963+12.8% |
Q3 2014Sep 30, 2014 | VIPS Vipshop Holdings Limited | Sell | -30,500-12.6% |
Q3 2014Sep 30, 2014 | TAL TAL Education Group | Sell | -78,774-3.1% |
Q3 2014Sep 30, 2014 | BIDU Baidu, Inc. | Sell | -121,000-14.9% |
Q3 2014Sep 30, 2014 | VECO Veeco Instruments Inc. | Sell | -254,413-18.9% |
Q3 2014Sep 30, 2014 | YELP Yelp Inc. | Sell | -393,631-67.4% |
Q3 2014Sep 30, 2014 | VNET VNET Group, Inc. | Sell | -437,642-27.3% |
Q2 2014Jun 30, 2014 | TAL TAL Education Group | Sell | -30,403-1.2% |
Q2 2014Jun 30, 2014 | YELP Yelp Inc. | Sell | -32,021-5.2% |
Q2 2014Jun 30, 2014 | VNET VNET Group, Inc. | Sell | -80,283-4.8% |
Q2 2014Jun 30, 2014 | VIPS Vipshop Holdings Limited | Sell | -85,000-26.0% |
Q2 2014Jun 30, 2014 | BIDU Baidu, Inc. | Sell | -101,856-11.2% |
Q2 2014Jun 30, 2014 | VECO Veeco Instruments Inc. | Sell | -183,451-12.0% |
Q1 2014Mar 31, 2014 | TAL TAL Education Group | Sell | -120,630-4.4% |
Q1 2014Mar 31, 2014 | SBUX Starbucks Corporation | Sell - Position Exit | -310,350-100.0% |
Q1 2014Mar 31, 2014 | TRIP TripAdvisor, Inc. | Sell - Position Exit | -325,000-100.0% |
Q1 2014Mar 31, 2014 | VIPS Vipshop Holdings Limited | Sell | -438,300-57.3% |
Q1 2014Mar 31, 2014 | BIDU Baidu, Inc. | Sell | -576,144-38.7% |
Q1 2014Mar 31, 2014 | VNET VNET Group, Inc. | Sell | -632,565-27.3% |
Q1 2014Mar 31, 2014 | HXL Hexcel Corporation | Sell | -821,101-59.7% |
Q1 2014Mar 31, 2014 | VECO Veeco Instruments Inc. | Sell | -1,004,682-39.6% |
Q1 2014Mar 31, 2014 | EL Estee Lauder Companies, Inc. (T | Sell - Position Exit | -1,043,453-100.0% |