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User

Robert Karr

Joho Capital

Robert Karr Amphenol Corp stake

total: 90

Joho Capital APH trades

Total transactions:
5
New positions:
1
Added:
1
Reduced:
3
Held since:
2021 Q1
Held for:
22 quarters
Latest activity:
2026 Q1
According to 2026 Q2 report, Robert Karr holds 34,080 Amphenol Corp (APH) shares with a market value of roughly $6.01M accounting for 1.31% of the overall portfolio. To date, the estimated cost basis is nearly $35.83 for "buy" trades and estimated average "sell" price is $80.8. Joho Capital first purchased APH in 2021 Q1, initially acquiring 105,880 shares. Since the initial investment in Amphenol Corp (APH), Joho Capital has made 4 more transactions.

How many APH shares does Robert Karr currently hold?

According to 2026 Q2 report, Robert Karr holds 34,080 shares of Amphenol Corp (APH), valued at around $6.01M.

When did Robert Karr buy Amphenol Corp (APH)?

Robert Karr first invested in Amphenol Corp (APH) in 2021 Q1 at the reported quarter-end price of $32.98 per share.

What's the cost basis of Joho Capital's APH stake?

The estimated cost basis for Amphenol Corp (APH) stake is around $35.83 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$35.83
Weighted AVG sell price:
$80.80

Robert Karr's historical trades in Amphenol Corp

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
1.15%
34,080
$126.35
$4,306,008
-56.57% (-44,400)
-1.2%
2023 Q4
0.71%
78,480
$49.56
$3,889,861
+38.95% (+22,000)
+0.2%
2023 Q1
0.59%
56,480
$40.86
$2,307,773
-36.02% (-31,800)
-0.42%
2022 Q4
1.09%
88,280
$38.07
$3,360,820
-16.62% (-17,600)
-0.19%
2021 Q1
0.54%
105,880
$32.98
$3,492,000
new
+0.54%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.