Robert Karr - Joho Capital Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $709.92M |
Joho Capital Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 68.17% | |
| Consumer Cyclical | 16.90% | |
| Industrials | 12.21% | |
| Consumer Defensive | 0.52% | |