Joho Capital Llc (Robert Karr)
Basic Stats
Market Value
551.72M
Top 10 (%)
97.38%
Portfolio Size
16 (0)
Avg. Holding Period
7 years
Turnover
0.38%
Industry Breakdown
Services-prepackaged Software
54.51%
Services-business Services, Nec
11.37%
Electrical Work
11.35%
Semiconductors & Related Devices
8.55%
7.10%
Finance Services
1.74%
Motor Vehicles & Passenger Car Bodies
1.56%
Retail-eating & Drinking Places
1.48%
Beverages
0.80%
Electronic Connectors
0.70%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Microsoft Corp | MSFT | 245.07M | 44.42% | 651.70K | 10.31% | 60.90K | $376.04 | 0.01% |
 Uber Technologies Inc | UBER | 62.73M | 11.37% | 1.02M | 0.88% | 8.90K | $61.57 | 0.05% |
 Quanta Svcs Inc | PWR | 62.61M | 11.35% | 290.14K | 0.97% | 2.80K | $215.80 | 0.20% |
 Adobe Inc | ADBE | 49.70M | 9.01% | 83.30K | New Buy | 83.30K | $596.60 | 0.02% |
 Shoals Technologies Group In | SHLS | 47.18M | 8.55% | 3.04M | 169.75% | 1.91M | $15.54 | 1.79% |
 Nextracker Inc | 39.20M | 7.10% | 836.67K | 2.14% | 17.50K | $46.85 | — | |
 Nu Hldgs Ltd | NU | 9.58M | 1.74% | 1.15M | — | — | $8.33 | 0.02% |
 Rivian Automotive Inc | RIVN | 8.61M | 1.56% | 367K | -26.89% | -135K | $23.46 | 0.04% |
 Dutch Bros Inc | BROS | 8.17M | 1.48% | 258.00K | 1.26% | 3.20K | $31.67 | 0.43% |
 Constellation Brands Inc | STZ | 4.40M | 0.80% | 18.21K | — | — | $241.75 | 0.01% |
 Amphenol Corp New | APH | 3.89M | 0.70% | 39.24K | 38.95% | 11K | $99.13 | 0.01% |
 Procter And Gamble Co | PG | 3.38M | 0.61% | 23.05K | — | — | $146.54 | 0.00% |
 Autodesk Inc | ADSK | 2.42M | 0.44% | 9.92K | -30.24% | -4.30K | $243.48 | 0.00% |
 Ansys Inc | ANSS | 1.90M | 0.34% | 5.23K | New Buy | 5.23K | $362.88 | 0.01% |
 Intuit | INTU | 1.65M | 0.30% | 2.64K | -93.97% | -41.09K | $625.03 | 0.00% |
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