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 (2022 Q2) SEC 13F filing(s) with portfolio value of $437,529,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2022, the top 5 holdings are (MSFT) MICROSOFT CORP (34.68%), (BABA) ALIBABA GROUP HOLDING-SP ADR (21.42%), (LTHM) LIVENT CORP (20.43%), (EEFT) EURONET WORLDWIDE INC (12.75%) and (GPN) GLOBAL PAYMENTS INC (6.14%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2022 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2022 Q2), please click on the "important" button.

Portfolio value: $437M+
Period: 2022 Q2
Number of stock: 12
Update: 12 Aug 2022
BABA
21.42%
824,571
$113.68
30.68% $78.80
$93,737,000
-20.25% (-209,390)
-5.44%
APH
0.78%
52,940
$64.37
6.92% $68.83
$3,408,000
ADSK
0.83%
21,170
$171.94
7.34% $184.56
$3,640,000
+57.16% (+7,700)
+0.30%
STZ
0.97%
18,215
$233.05
0.77% $231.26
$4,245,000
ECL
0.33%
9,420
$153.72
2.90% $149.26
$1,448,000
+22.02% (+1,700)
+0.06%
EL
0.60%
10,352
$254.64
10.06% $229.02
$2,636,000
+21.05% (+1,800)
+0.10%
EEFT
12.75%
554,429
$100.59
20.47% $80.00
$55,770,000
-10.94% (-68,075)
-1.57%
GPN
6.14%
242,860
$110.64
3.98% $115.04
$26,870,000
-66.94% (-491,813)
-12.44%
LTHM
20.43%
3,940,080
$22.69
34.73% $30.57
$89,400,000
-7.79% (-333,000)
-1.73%
MSFT
34.68%
590,800
$256.83
7.36% $237.92
$151,735,000
-4.40% (-27,200)
-1.60%
PG
0.76%
23,050
$143.77
5.70% $135.58
$3,314,000
-17.24% (-4,800)
-0.16%
SPG
0.30%
13,970
$94.92
4.99% $90.18
$1,326,000
12 of 12

Completely sold out

ADBE
1,185
-0.12%
GOOGL
24,380
-0.77%
AMZN
32,140
-1.20%
DT
1,466,050
-15.78%
META
5,180
-0.26%
NOW
6,202
-0.79%
UBER
26,950
-0.22%

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.