Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 9 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 3, bought 1 totally new, decreased the number of shares of 1 and completely sold out 4 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 4 securities: (UBER) UBER TECHNOLOGIES INC (added shares +130.59%), (GOOG) ALPHABET INC-CL C (added shares +65.43%), (BROS) DUTCH BROS INC-CLASS A (new buy) and (NXT) NEXTRACKER INC-CL A (added shares +1.36%).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (41.99%), (PWR) QUANTA SERVICES INC (12.1%), (UBER) UBER TECHNOLOGIES INC (10.45%), (GOOG) ALPHABET INC-CL C (7.43%) and (NXT) NEXTRACKER INC-CL A (7.4%).

In the latest report(s) the following changes have been made to the top investments: (UBER) UBER TECHNOLOGIES INC (added shares +130.59%), (GOOG) ALPHABET INC-CL C (added shares +65.43%) and (NXT) NEXTRACKER INC-CL A (added shares +1.36%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q3 (9 results)
BROS
DUTCH BROS INC-CLASS A
buy
+145,237
+1.33%
$23.25
16.17% $27.01
1.33%
UBER
UBER TECHNOLOGIES INC
+130.59%
+572,000
+5.92%
$45.99
26.05% $57.97
10.45%
GOOG
ALPHABET INC-CL C
+65.43%
+99,000
+2.94%
$131.85
0.41% $132.39
7.43%
NXT
NEXTRACKER INC-CL A
+1.36%
+11,000
+0.10%
$40.16
4.66% $42.03
7.40%
SEDG
SOLAREDGE TECHNOLOGIES INC
-33.24%
-28,250
-0.82%
$129.51
36.76% $81.90
1.65%
LTHM
LIVENT CORP
-100.00%
-525,400
-4.38%
$27.43
52.46% $13.04
0.00%
ARRY
ARRAY TECHNOLOGIES INC
-100.00%
-142,734
-0.73%
$22.60
28.67% $16.12
0.00%
CGNX
COGNEX CORP
-100.00%
-12,100
-0.15%
$56.02
32.24% $37.96
0.00%
EEFT
EURONET WORLDWIDE INC
-100.00%
-274,562
-9.61%
$117.37
24.15% $89.02
0.00%
2023 Q2 (13 results)
NXT
NEXTRACKER INC-CL A
buy
+808,169
+6.46%
$39.81
5.58% $42.03
6.46%
GOOG
ALPHABET INC-CL C
buy
+118,770
+3.68%
$120.97
9.44% $132.39
3.68%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
buy
+833,750
+1.82%
$7.89
4.06% $8.21
1.82%
LTHM
LIVENT CORP
buy
+525,400
+3.91%
$27.43
52.46% $13.04
0.00%
UBER
UBER TECHNOLOGIES INC
buy
+304,410
+3.80%
$43.17
34.28% $57.97
3.80%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+53.03%
+390,000
+2.00%
$25.56
44.76% $14.12
5.78%
EL
ESTEE LAUDER COMPANIES-CL A
+14.01%
+1,450
+0.06%
$196.38
32.70% $132.17
0.47%
INTU
INTUIT INC
+4.87%
+2,030
+0.19%
$458.19
24.79% $571.78
4.03%
EEFT
EURONET WORLDWIDE INC
-12.09%
-37,750
-1.18%
$117.37
24.15% $89.02
0.00%
ARRY
ARRAY TECHNOLOGIES INC
-87.94%
-1,040,866
-4.73%
$22.60
28.67% $16.12
0.00%
APTV
APTIV PLC
-100.00%
-4,800
-0.11%
$112.19
27.93% $80.85
0.00%
BROS
DUTCH BROS INC-CLASS A
-100.00%
-356,803
-2.27%
$31.63
14.61% $27.01
0.00%
SPG
SIMON PROPERTY GROUP INC
-100.00%
-13,970
-0.31%
$111.97
16.80% $130.78
0.00%
2023 Q1 (10 results)
CGNX
COGNEX CORP
buy
+12,100
+0.15%
$49.55
23.39% $37.96
0.15%
APTV
APTIV PLC
buy
+4,800
+0.14%
$112.19
27.93% $80.85
0.00%
BROS
DUTCH BROS INC-CLASS A
buy
+356,803
+2.90%
$31.63
14.61% $27.01
0.00%
PWR
QUANTA SERVICES INC
+69.83%
+118,150
+5.07%
$166.64
13.68% $189.43
12.32%
ARRY
ARRAY TECHNOLOGIES INC
+63.26%
+421,912
+2.58%
$21.88
26.33% $16.12
6.66%
INTU
INTUIT INC
-5.44%
-2,136
-0.28%
$445.83
28.25% $571.78
4.78%
RIVN
RIVIAN AUTOMOTIVE INC-A
-11.59%
-65,800
-0.26%
$15.48
12.47% $17.41
2.00%
ADSK
AUTODESK INC
-21.31%
-3,850
-0.21%
$208.16
5.90% $220.45
0.76%
APH
AMPHENOL CORP-CL A
-36.02%
-15,900
-0.33%
$81.72
11.75% $91.32
0.59%
LTHM
LIVENT CORP
-100.00%
-84,080
-0.43%
$19.87
34.37% $13.04
0.00%
2022 Q4 (12 results)
SEDG
SOLAREDGE TECHNOLOGIES INC
buy
+85,000
+7.79%
$283.27
71.09% $81.90
7.79%
PWR
QUANTA SERVICES INC
buy
+169,193
+7.80%
$142.50
32.93% $189.43
7.80%
SHLS
SHOALS TECHNOLOGIES GROUP -A
buy
+522,196
+5.87%
$24.67
42.76% $14.12
5.87%
ARRY
ARRAY TECHNOLOGIES INC
buy
+725,000
+4.53%
$19.33
16.61% $16.12
4.53%
RIVN
RIVIAN AUTOMOTIVE INC-A
+151.46%
+342,000
+2.04%
$18.43
5.53% $17.41
3.39%
ADSK
AUTODESK INC
-14.64%
-3,100
-0.19%
$186.87
17.97% $220.45
1.09%
APH
AMPHENOL CORP-CL A
-16.62%
-6,776
-0.22%
$76.14
19.94% $91.32
1.09%
EEFT
EURONET WORLDWIDE INC
-31.53%
-190,531
-5.82%
$94.38
5.68% $89.02
12.63%
LTHM
LIVENT CORP
-97.18%
-2,894,500
-18.61%
$19.87
34.37% $13.04
0.00%
ECL
ECOLAB INC
-100.00%
-9,420
-0.44%
$144.37
31.60% $190.00
0.00%
GNRC
GENERAC HOLDINGS INC
-100.00%
-2,355
-0.22%
$178.07
31.05% $122.77
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-309,323
-12.41%
$79.99
9.51% $72.38
0.00%
44 of 417

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.