Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 14 security holdings in their (2022 Q3) SEC 13F filing(s) with portfolio value of $357,661,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2022, the top 5 holdings are (MSFT) MICROSOFT CORP (38.47%), (LTHM) LIVENT CORP (25.53%), (EEFT) EURONET WORLDWIDE INC (12.80%), (BABA) ALIBABA GROUP HOLDING-SP ADR (10.73%) and (INTU) INTUIT INC (4.78%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2022 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2022 Q3), please click on the "important" button.

Portfolio value: $357M+
Period: 2022 Q3
Number of stock: 14
Update: 14 Nov 2022
BABA
10.73%
479,571
$79.99
41.04% $112.82
$38,361,000
-41.84% (-345,000)
-7.72%
APH
0.99%
52,940
$66.96
21.17% $81.14
$3,545,000
ADSK
1.11%
21,170
$186.82
18.93% $222.19
$3,955,000
STZ
1.17%
18,215
$229.70
1.69% $233.59
$4,184,000
ECL
0.38%
9,420
$144.37
7.87% $155.73
$1,360,000
EL
0.62%
10,352
$215.90
30.06% $280.80
$2,235,000
EEFT
12.80%
604,190
$75.76
52.39% $115.45
$45,773,000
+8.98% (+49,761)
+1.05%
GNRC
0.19%
3,830
$178.07
28.94% $126.54
$682,000
buy
+0.19%
INTU
4.78%
44,100
$387.32
12.45% $435.55
$17,081,000
buy
+4.78%
LTHM
25.53%
2,978,580
$30.65
14.84% $26.10
$91,293,000
-24.40% (-961,500)
-8.24%
MSFT
38.47%
590,800
$232.90
8.52% $252.75
$137,597,000
PG
0.81%
23,050
$126.25
13.42% $143.19
$2,910,000
RIVN
2.08%
225,800
$32.91
40.11% $19.71
$7,431,000
buy
+2.08%
SPG
0.35%
13,970
$89.76
43.63% $128.93
$1,254,000
14 of 14

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.