RK
| |
Robert Karr13F | |
| Joho Capital | |
| Last update 2026-08-14 | 10 Stocks (1 new) |
| Value $460.00 Mil | Turnover 12 % |
Robert Karr Profile
Robert Karr founded Joho Capital in 1996. He is one of the Tiger Cubs, the hedge fund managers who learned from the legendary Julian Robertson at Tiger Management. At Tiger Management, his main focus was Asian equities. Karr tends to hold a concentrated portfolio in the area of new technologies, with a low portfolio turnover rate.
Robert Karr Investing Philosophy
Karr believes in the value of a simplistic approach to investing, focusing on a small number of long-term investments in order to conduct more in-depth research on each of the portfolio holdings.
Robert Karr's Portfolio
Robert Karr Current Holdings
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
PAYP | PayPay Corp | 961,608 | 13,779.8 | New Holding | 2.990 | +2.99% | 0.140 | +8.26% | - | 11,538.5 | Software | |
HUBB | Hubbell Inc | 61,000 | 31,915.2 | +155.23% | 6.930 | +4.21% | 0.120 | -4.76% | +4.66% | 24,341.0 | Industrial Products | |
WRD | WeRide Inc | 1,497,626 | 8,716.2 | +90.14% | 1.890 | +0.90% | 0.460 | -17.52% | -31.11% | 1,965.5 | Software | |
AMZN | Amazon.com Inc | 346,600 | 82,608.6 | +29.91% | 17.940 | +4.13% | 0.000 | +1.86% | +12.00% | 2,788,369.9 | Retail - Cyclical | |
BROS | Dutch Bros Inc | 1,418,394 | 101,854.9 | 0% | 22.120 | 0% | 0.810 | -16.70% | -23.91% | 6,425.3 | Restaurants | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 190,100 | 90,786.1 | 0% | 19.720 | 0% | 0.000 | -3.38% | +41.86% | 2,224,528.8 | Semiconductors | |
SN | SharkNinja Inc | 48,000 | 7,309.0 | 0% | 1.590 | 0% | 0.030 | +40.42% | +54.94% | 24,424.3 | Furnishings, Fixtures & Appliances | |
APH | Amphenol Corp | 68,160 | 6,009.0 | 0% | 1.310 | 0% | 0.000 | +12.97% | +22.94% | 204,132.7 | Hardware | |
MSFT | Microsoft Corp | 287,000 | 107,056.7 | -6.91% | 23.250 | -2.11% | 0.000 | +16.96% | +3.98% | 3,710,545.1 | Software | |
WMT | Walmart Inc | 91,650 | 10,380.3 | -23.53% | 2.250 | -0.94% | 0.000 | -8.79% | -3.22% | 850,021.6 | Retail - Defensive | |
WIX | Wix.com Ltd | 0 | 0 | Sold Out | 0.000 | -6.67% | 0.000 | +41.92% | -26.64% | 3,189.4 | Software |
Total 11
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