Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 5 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 2 securities: (BROS) DUTCH BROS INC-CLASS A (added shares +40.67%) and (TXRH) TEXAS ROADHOUSE INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) 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%).

In the latest report(s) the following changes have been made to the top investments: (BROS) DUTCH BROS INC-CLASS A (added shares +40.67%) and (ADBE) ADOBE INC (reduced shares -18.92%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2024 Q3 (5 results)

TXRH

TEXAS ROADHOUSE INC

buy

+1,600

+0.04%

$176.60

9.04% $192.56

0.04%

BROS

DUTCH BROS INC-CLASS A

+40.67%

+555,000

+2.81%

$32.03

62.57% $52.07

9.71%

ADBE

ADOBE INC

-18.92%

-27,000

-2.21%

$517.78

2.58% $504.44

9.46%

STZ

CONSTELLATION BRANDS INC-A

-18.98%

-2,300

-0.09%

$257.69

6.57% $240.76

0.40%

SHLS

SHOALS TECHNOLOGIES GROUP -A

-100.00%

-9,642,545

-9.50%

$6.24

29.49% $4.40

0.00%

2024 Q2 (9 results)

BMBL

BUMBLE INC-A

+145.45%

+800,000

+1.19%

$10.51

24.74% $7.91

2.01%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+50.11%

+3,219,000

+2.84%

$6.24

29.49% $4.40

0.00%

UBER

UBER TECHNOLOGIES INC

+22.08%

+225,000

+2.31%

$72.68

4.18% $69.64

12.79%

ADBE

ADOBE INC

-17.99%

-31,300

-2.46%

$555.54

9.20% $504.44

11.21%

STZ

CONSTELLATION BRANDS INC-A

-33.49%

-6,100

-0.22%

$257.28

6.42% $240.76

0.44%

MCD

MCDONALD'S CORP

-100.00%

-4,200

-0.17%

$281.95

2.31% $288.47

0.00%

NXT

NEXTRACKER INC-CL A

-100.00%

-571,669

-4.55%

$56.27

33.53% $37.40

0.00%

ADSK

AUTODESK INC

-100.00%

-6,020

-0.22%

$260.42

21.12% $315.41

0.00%

MTCH

MATCH GROUP INC

-100.00%

-186,000

-0.95%

$36.28

13.18% $31.50

0.00%

2024 Q1 (10 results)

MTCH

MATCH GROUP INC

buy

+186,000

+0.94%

$36.28

13.18% $31.50

0.00%

BMBL

BUMBLE INC-A

buy

+550,000

+0.87%

$11.35

30.31% $7.91

0.87%

BROS

DUTCH BROS INC-CLASS A

+428.88%

+1,106,511

+5.06%

$33.00

57.79% $52.07

6.25%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+111.58%

+3,387,539

+5.25%

$11.18

60.64% $4.40

9.96%

ADBE

ADOBE INC

+108.88%

+90,700

+6.35%

$504.60

0.03% $504.44

12.18%

NU HOLDINGS LTD/CAYMAN ISL-A

+85.30%

+981,000

+1.62%

$11.93

12.32% $13.40

3.53%

NXT

NEXTRACKER INC-CL A

-31.67%

-265,000

-2.07%

$56.27

33.53% $37.40

0.00%

ADSK

AUTODESK INC

-39.31%

-3,900

-0.14%

$260.42

21.12% $315.41

0.00%

RIVN

RIVIAN AUTOMOTIVE INC-A

-100.00%

-367,000

-1.19%

$23.46

57.29% $10.02

0.00%

INTU

INTUIT INC

-100.00%

-2,638

-0.23%

$625.03

8.59% $678.70

0.00%

2023 Q4 (16 results)

MCD

MCDONALD'S CORP

buy

+4,200

+0.23%

$296.51

2.71% $288.47

0.23%

ADBE

ADOBE INC

buy

+83,300

+9.01%

$596.60

15.45% $504.44

9.01%

ANSS

ANSYS INC

buy

+5,230

+0.34%

$362.88

3.84% $348.94

0.34%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+169.75%

+1,910,518

+5.38%

$15.54

71.69% $4.40

8.55%

APH

AMPHENOL CORP-CL A

+38.95%

+22,000

+0.20%

$49.57

47.77% $73.24

0.71%

MSFT

MICROSOFT CORP

+10.31%

+60,900

+4.15%

$376.04

9.79% $412.87

44.42%

NXT

NEXTRACKER INC-CL A

+2.14%

+17,500

+0.15%

$46.85

20.17% $37.40

7.10%

BROS

DUTCH BROS INC-CLASS A

+1.26%

+3,200

+0.02%

$31.67

64.41% $52.07

1.48%

PWR

QUANTA SERVICES INC

+0.97%

+2,800

+0.11%

$215.80

57.56% $340.01

11.35%

UBER

UBER TECHNOLOGIES INC

+0.88%

+8,900

+0.10%

$61.57

13.11% $69.64

11.37%

RIVN

RIVIAN AUTOMOTIVE INC-A

-26.89%

-135,000

-0.57%

$23.46

57.29% $10.02

0.00%

ADSK

AUTODESK INC

-30.24%

-4,300

-0.19%

$243.48

29.54% $315.41

0.44%

INTU

INTUIT INC

-93.97%

-41,092

-4.66%

$625.03

8.59% $678.70

0.00%

ESTEE LAUDER COMPANIES-CL A

-100.00%

-11,802

-0.31%

$144.55

53.76% $66.84

0.00%

SEDG

SOLAREDGE TECHNOLOGIES INC

-100.00%

-56,750

-1.33%

$129.51

91.71% $10.73

0.00%

GOOG

ALPHABET INC-CL C

-100.00%

-250,300

-5.98%

$131.85

28.36% $169.24

0.00%

2023 Q3 (9 results)

BROS

DUTCH BROS INC-CLASS A

buy

+254,803

+1.33%

$23.25

123.96% $52.07

1.33%

UBER

UBER TECHNOLOGIES INC

+130.59%

+572,000

+5.92%

$45.99

51.42% $69.64

10.45%

GOOG

ALPHABET INC-CL C

+65.43%

+99,000

+2.94%

$131.85

28.36% $169.24

0.00%

NXT

NEXTRACKER INC-CL A

+1.36%

+11,000

+0.10%

$40.16

6.87% $37.40

7.40%

SEDG

SOLAREDGE TECHNOLOGIES INC

-33.24%

-28,250

-0.82%

$129.51

91.71% $10.73

0.00%

EEFT

EURONET WORLDWIDE INC

-100.00%

-363,659

-9.61%

$117.37

10.61% $104.92

0.00%

LTHM

LIVENT CORP

-100.00%

-710,000

-4.38%

$27.43

39.81% $16.51

0.00%

ARRY

ARRAY TECHNOLOGIES INC

-100.00%

-142,734

-0.73%

$22.60

71.99% $6.33

0.00%

CGNX

COGNEX CORP

-100.00%

-12,100

-0.15%

$56.02

30.02% $39.20

0.00%

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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.