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Robert Karr

Joho Capital

Robert Karr Alibaba Group Holding Ltd stake

total: 89

Joho Capital BABA trades

Total transactions:
24
New positions:
1
Sold out:
1
Added:
12
Reduced:
10
Held since:
2015 Q2
Held for:
30 quarters
Latest activity:
2022 Q4
According to 2026 Q1 report, Robert Karr doesn't hold any Alibaba Group Holding Ltd (BABA) shares. To date, the estimated cost basis is nearly $104.36 for "buy" trades and estimated average "sell" price is $132.4. Joho Capital first purchased BABA in 2015 Q2, initially acquiring 349,000 shares. Since the initial investment in Alibaba Group Holding Ltd (BABA), Joho Capital has made 23 more transactions.

When did Robert Karr sell Alibaba Group Holding Ltd (BABA)?

Robert Karr sold off the entire Alibaba Group Holding Ltd (BABA) position in 2022 Q4.

When did Robert Karr buy Alibaba Group Holding Ltd (BABA)?

Robert Karr first invested in Alibaba Group Holding Ltd (BABA) in 2015 Q2 at the reported quarter-end price of $82.27 per share.

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

The estimated cost basis for Alibaba Group Holding Ltd (BABA) stake is around $104.36 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$104.36
Weighted AVG sell price:
$132.40

Robert Karr's historical trades in Alibaba Group Holding Ltd

24 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q4
0.00%
0
$79.99
-100% (-479,571)
-10.73%
2022 Q3
10.73%
479,571
$79.99
$38,361,000
-41.84% (-345,000)
-6.31%
2022 Q2
21.42%
824,571
$113.68
$93,737,000
-20.25% (-209,390)
-3.4%
2022 Q1
16.06%
1,033,961
$108.80
$112,495,000
+7.95% (+76,170)
+1.18%
2021 Q4
15.74%
957,791
$118.79
$113,776,000
+0.10% (+1,000)
+0.02%
2021 Q3
19.05%
956,791
$148.05
$141,653,000
+67.60% (+385,900)
+7.68%
2021 Q1
20.10%
570,891
$226.73
$129,438,000
-24.34% (-183,700)
-7.11%
2020 Q4
29.98%
$232.73
+1.63% (+12,120)
2020 Q3
44.12%
$293.98
-3.38% (-26,000)
2020 Q2
47.43%
$215.70
+11.62% (+80,000)
2019 Q3
20.33%
$167.23
-5.99% (-43,850)
2019 Q2
19.00%
$169.45
+0.65% (+4,700)
2019 Q1
22.38%
$182.45
-9.91% (-80,016)
2018 Q3
32.17%
$164.76
-9.32% (-83,000)
2018 Q1
40.62%
$183.54
+12.22% (+97,000)
2017 Q4
35.21%
$172.43
-18.49% (-180,000)
2017 Q3
36.69%
$172.71
-19.08% (-229,500)
2017 Q2
34.90%
$140.90
-8.38% (-110,000)
2016 Q4
23.15%
$87.81
+8.35% (+101,150)
2016 Q3
25.23%
$105.79
+6.69% (+76,000)
2016 Q2
24.60%
$79.53
+13.66% (+136,537)
2016 Q1
19.84%
$79.03
+48.19% (+325,000)
2015 Q3
11.39%
$58.97
+93.25% (+325,450)
2015 Q2
6.69%
$82.27
new
* 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.