Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 16 security holdings in their (2023 Q4) SEC 13F filing(s) with portfolio value of $551,724,770.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Dec 2023, the top 5 holdings are (MSFT) MICROSOFT CORP (44.42%), (UBER) UBER TECHNOLOGIES INC (11.37%), (PWR) QUANTA SERVICES INC (11.35%), (ADBE) ADOBE INC (9.01%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (8.55%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $551M+
Period: 2023 Q4
Number of stock: 16
Update: 14 Feb 2024
ADBE
9.01%
83,300
$596.60
21.20% $470.10
$49,696,780
buy
+9.01%
APH
0.71%
39,240
$99.13
13.38% $112.39
$3,889,861
+38.95% (+11,000)
+0.20%
ANSS
0.34%
5,230
$362.88
9.57% $328.16
$1,897,862
buy
+0.34%
ADSK
0.44%
9,920
$243.48
5.69% $229.62
$2,415,322
-30.24% (-4,300)
-0.19%
STZ
0.80%
18,215
$241.75
6.94% $258.52
$4,403,476
BROS
1.48%
258,003
$31.67
0.57% $31.85
$8,170,955
+1.26% (+3,200)
+0.02%
INTU
0.30%
2,638
$625.03
2.07% $612.12
$1,648,829
-93.97% (-41,092)
-4.66%
MCD
0.23%
4,200
$296.51
10.21% $266.23
$1,245,342
buy
+0.23%
MSFT
44.42%
651,700
$376.04
10.00% $413.64
$245,065,268
+10.31% (+60,900)
+4.15%
NXT
7.10%
836,669
$46.85
4.31% $44.83
$39,197,943
+2.14% (+17,500)
+0.15%
NU
1.74%
1,150,000
$8.33
31.45% $10.95
$9,579,500
PG
0.61%
23,050
$146.54
6.08% $155.45
$3,377,747
PWR
11.35%
290,143
$215.80
15.33% $248.89
$62,612,859
+0.97% (+2,800)
+0.11%
RIVN
1.56%
367,000
$23.46
64.19% $8.40
$8,609,820
-26.89% (-135,000)
-0.57%
SHLS
8.55%
3,036,006
$15.54
43.89% $8.72
$47,179,533
+169.75% (+1,910,518)
+5.38%
UBER
11.37%
1,018,900
$61.57
19.21% $73.40
$62,733,673
+0.88% (+8,900)
+0.10%
16 of 16

Completely sold out

Shares, change to shares, sold shares - 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.