Robert Karr – Joho Capital Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Joho Capital portfolio balances reported a total equity value of $709.92M across 9 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 39.0% of total equity value, followed by DUTCH BROS INC (BROS), UBER TECHNOLOGIES INC (UBER), QUANTA SVCS INC (PWR), and others. Collectively, the top five holdings represent 89.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.