Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 12 security holdings in their (2024 Q3) SEC 13F filing(s) with portfolio value of $633,098,737.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2024, the top 5 holdings are (MSFT) MICROSOFT CORP (44.29%), (UBER) UBER TECHNOLOGIES INC (14.77%), (PWR) QUANTA SERVICES INC (13.66%), (BROS) DUTCH BROS INC-CLASS A (9.71%) and (ADBE) ADOBE INC (9.46%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $633M+
Period: 2024 Q3
Number of stock: 12
Update: 14 Nov 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ADBE
ADOBE INC
9.46%
115,700
$517.78
2.13% $506.74
$59,907,146
-18.92% (-27,000)
-2.21%
APH
AMPHENOL CORP-CL A
0.81%
78,480
$65.16
13.08% $73.68
$5,113,757
ANSS
ANSYS INC
0.26%
5,230
$318.63
9.34% $348.40
$1,666,435
BMBL
BUMBLE INC-A
1.36%
1,350,000
$6.38
23.82% $7.90
$8,613,000
STZ
CONSTELLATION BRANDS INC-A
0.40%
9,815
$257.69
6.83% $240.10
$2,529,227
-18.98% (-2,300)
-0.09%
BROS
DUTCH BROS INC-CLASS A
9.71%
1,919,514
$32.03
63.78% $52.46
$61,482,033
+40.67% (+555,000)
+2.81%
MSFT
MICROSOFT CORP
44.29%
651,700
$430.30
3.42% $415.59
$280,426,510
NU
NU HOLDINGS LTD/CAYMAN ISL-A
4.59%
2,131,000
$13.65
0.88% $13.53
$29,088,150
PG
PROCTER & GAMBLE CO/THE
0.63%
23,050
$173.20
0.06% $173.31
$3,992,260
PWR
QUANTA SERVICES INC
13.66%
290,143
$298.15
14.08% $340.13
$86,506,135
TXRH
TEXAS ROADHOUSE INC
0.04%
1,600
$176.60
9.94% $194.15
$282,560
buy
+0.04%
UBER
UBER TECHNOLOGIES INC
14.77%
1,243,900
$75.16
7.80% $69.30
$93,491,524
12 of 12

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
SHLS
SHOALS TECHNOLOGIES GROUP -A
9,642,545
-9.50%

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.