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 (2024 Q1) SEC 13F filing(s) with portfolio value of $721,017,176.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2024, the top 5 holdings are (MSFT) MICROSOFT CORP (38.03%), (ADBE) ADOBE INC (12.18%), (UBER) UBER TECHNOLOGIES INC (10.88%), (PWR) QUANTA SERVICES INC (10.45%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (9.96%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $721M+
Period: 2024 Q1
Number of stock: 16
Update: 15 May 2024
ADBE
12.18%
174,000
$504.60
9.95% $554.82
$87,800,400
+108.88% (+90,700)
+6.35%
APH
0.63%
78,480
$57.68
14.85% $66.24
$4,526,334
ANSS
0.25%
5,230
$347.16
8.22% $318.64
$1,815,647
ADSK
0.22%
6,020
$260.42
5.82% $245.26
$1,567,728
-39.31% (-3,900)
-0.14%
BMBL
0.87%
550,000
$11.35
19.74% $9.11
$6,242,500
buy
+0.87%
STZ
0.69%
18,215
$271.76
10.51% $243.21
$4,950,108
BROS
6.25%
1,364,514
$33.00
19.82% $39.54
$45,028,962
+428.88% (+1,106,511)
+5.06%
MTCH
0.94%
186,000
$36.28
5.15% $34.41
$6,748,080
buy
+0.94%
MCD
0.16%
4,200
$281.95
7.95% $259.54
$1,184,190
MSFT
38.03%
651,700
$420.72
5.28% $442.94
$274,183,224
NXT
4.46%
571,669
$56.27
15.73% $47.42
$32,167,815
-31.67% (-265,000)
-2.07%
NU
3.53%
2,131,000
$11.93
8.89% $12.99
$25,422,830
+85.30% (+981,000)
+1.62%
PG
0.52%
23,050
$162.25
3.70% $168.25
$3,739,863
PWR
10.45%
290,143
$259.80
3.04% $267.71
$75,379,151
SHLS
9.96%
6,423,545
$11.18
40.61% $6.64
$71,815,233
+111.58% (+3,387,539)
+5.25%
UBER
10.88%
1,018,900
$76.99
12.03% $67.73
$78,445,111
16 of 16

Completely sold out

INTU
2,638
-0.23%
RIVN
367,000
-1.19%

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.