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 |
|---|---|---|---|
Q2 2024Jun 30, 2024 | MTCH Match Group, Inc. | Sell - Position Exit | -186,000-100.0% |
Q2 2024Jun 30, 2024 | NXT Nextracker Inc. | Sell - Position Exit | -571,669-100.0% |
Q1 2024Mar 31, 2024 | SHLS Shoals Technologies Group, Inc. | Buy | +3,387,539+111.6% |
Q1 2024Mar 31, 2024 | BROS Dutch Bros Inc. | Buy | +1,106,511+428.9% |
Q1 2024Mar 31, 2024 | G6683N103 Nu Holdings | Buy | +981,000+85.3% |
Q1 2024Mar 31, 2024 | BMBL Bumble Inc. | Buy - Position Entry | +550,000 |
Q1 2024Mar 31, 2024 | MTCH Match Group, Inc. | Buy - Position Entry | +186,000 |
Q1 2024Mar 31, 2024 | ADBE Adobe Inc. | Buy | +90,700+108.9% |
Q1 2024Mar 31, 2024 | INTU Intuit Inc. | Sell - Position Exit | -2,638-100.0% |
Q1 2024Mar 31, 2024 | ADSK Autodesk, Inc. | Sell | -3,900-39.3% |
Q1 2024Mar 31, 2024 | NXT Nextracker Inc. | Sell | -265,000-31.7% |
Q1 2024Mar 31, 2024 | RIVN Rivian Automotive, Inc. | Sell - Position Exit | -367,000-100.0% |
Q4 2023Dec 31, 2023 | SHLS Shoals Technologies Group, Inc. | Buy | +1,910,518+169.8% |
Q4 2023Dec 31, 2023 | ADBE Adobe Inc. | Buy - Position Entry | +83,300 |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Buy | +60,900+10.3% |
Q4 2023Dec 31, 2023 | NXT Nextracker Inc. | Buy | +17,500+2.1% |
Q4 2023Dec 31, 2023 | APH Amphenol Corporation | Buy | +11,000+39.0% |
Q4 2023Dec 31, 2023 | UBER Uber Technologies, Inc. | Buy | +8,900+0.9% |
Q4 2023Dec 31, 2023 | ANSS ANSYS, Inc. | Buy - Position Entry | +5,230 |
Q4 2023Dec 31, 2023 | MCD McDonald's Corporation | Buy - Position Entry | +4,200 |
Q4 2023Dec 31, 2023 | BROS Dutch Bros Inc. | Buy | +3,200+1.3% |
Q4 2023Dec 31, 2023 | PWR Quanta Services, Inc. | Buy | +2,800+1.0% |
Q4 2023Dec 31, 2023 | ADSK Autodesk, Inc. | Sell | -4,300-30.2% |
Q4 2023Dec 31, 2023 | EL Estee Lauder Companies, Inc. (T | Sell - Position Exit | -11,802-100.0% |
Q4 2023Dec 31, 2023 | INTU Intuit Inc. | Sell | -41,092-94.0% |
Q4 2023Dec 31, 2023 | SEDG SolarEdge Technologies, Inc. | Sell - Position Exit | -56,750-100.0% |
Q4 2023Dec 31, 2023 | RIVN Rivian Automotive, Inc. | Sell | -135,000-26.9% |
Q4 2023Dec 31, 2023 | GOOG Alphabet Inc. | Sell - Position Exit | -250,300-100.0% |
Q3 2023Sep 30, 2023 | UBER Uber Technologies, Inc. | Buy | +572,000+130.6% |
Q3 2023Sep 30, 2023 | BROS Dutch Bros Inc. | Buy - Position Entry | +254,803 |