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Joho Capital LLC
Joho Capital LLC is a hedge fund based in New York, NY, founded by Robert Karr. The firm is registered with the SEC and manages investments primarily in public equities. Joho Capital was established in 1996 and has around 24 employees. It serves institutional and high net worth investors, focusing on delivering concentrated investment strategies.
Investment Strategy
Joho Capital LLC employs a concentrated equity strategy, focused primarily on growth-oriented investments in technology, consumer, and industrial sectors. The fund is known for deep fundamental research and high conviction positions, identifying scalable companies with long-term competitive advantages, and occasionally investing in international markets with an emphasis on Asia.
Latest 13F Filing Activity
Joho Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 9 equity positions with a total 13F market value of $710M. The fund increased holdings in Microsoft Corp., Taiwan Semiconductor MFG LTD, Quanta SVCS Inc. among other positions. Joho Capital LLC reduced exposure to Adobe Inc., Procter and Gamble Co., Dutch Bros Inc. among others.
Top Holdings
Equity Positions (9)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 38.97% | $276.7M | 556,200 | $154.36 | $497.41 | +$67.9M |
B BROS | DUTCH BROS INC | 16.90% | $120.0M | 1,754,789 | $31.39 | $68.37 | +$1.5M |
U UBER | UBER TECHNOLOGIES INC | 13.04% | $92.5M | 991,900 | $49.65 | $93.30 | +$20.3M |
P PWR | QUANTA SVCS INC | 12.21% | $86.7M | 229,193 | $153.04 | $378.08 | +$28.4M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.95% | $56.4M | 249,100 | $185.69 | $226.49 | +$28.5M |
Industry Allocation
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