Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 7 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 1, bought 3 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 4 securities: (INTU) INTUIT INC (new buy), (RIVN) RIVIAN AUTOMOTIVE INC-A (new buy), (EEFT) EURONET WORLDWIDE INC (added shares +8.98%) and (GNRC) GENERAC HOLDINGS INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (38.47%), (LTHM) LIVENT CORP (25.53%), (EEFT) EURONET WORLDWIDE INC (12.8%), (BABA) ALIBABA GROUP HOLDING-SP ADR (10.73%) and (INTU) INTUIT INC (4.78%).

In the latest report(s) the following changes have been made to the top investments: (LTHM) LIVENT CORP (reduced shares -24.4%), (EEFT) EURONET WORLDWIDE INC (added shares +8.98%), (BABA) ALIBABA GROUP HOLDING-SP ADR (reduced shares -41.84%) and (INTU) INTUIT INC (new buy).

2022 Q3 (7 results)
RIVN
buy
+132,093
+2.08%
$32.91
39.50% $19.91
2.08%
GNRC
buy
+2,355
+0.19%
$178.07
31.13% $122.63
0.19%
INTU
buy
+44,100
+4.78%
$387.32
10.42% $427.67
4.78%
EEFT
+8.98%
+49,761
+1.05%
$75.76
54.94% $117.38
12.80%
LTHM
-24.40%
-576,900
-8.24%
$30.65
17.42% $25.31
25.53%
BABA
-41.84%
-222,525
-7.72%
$79.99
31.89% $105.50
10.73%
GPN
-100.00%
-187,002
-7.51%
$110.64
3.28% $114.27
0.00%
2022 Q2 (16 results)
ADSK
+57.16%
+7,700
+0.30%
$171.94
30.07% $223.65
0.83%
ECL
+22.02%
+1,700
+0.06%
$153.72
0.93% $152.29
0.33%
EL
+21.05%
+1,800
+0.10%
$254.64
2.50% $261.01
0.60%
MSFT
-4.40%
-20,536
-1.60%
$256.83
4.18% $267.56
34.68%
LTHM
-7.79%
-333,000
-1.73%
$22.69
11.55% $25.31
20.43%
EEFT
-10.94%
-68,075
-1.57%
$100.59
16.69% $117.38
12.75%
PG
-17.24%
-4,800
-0.16%
$143.77
2.61% $140.02
0.76%
BABA
-20.25%
-167,512
-5.44%
$113.68
7.20% $105.50
21.42%
GPN
-66.94%
-378,696
-12.44%
$110.64
3.28% $114.27
0.00%
NOW
-100.00%
-6,202
-0.79%
$556.92
16.82% $463.26
0.00%
AMZN
-100.00%
-32,140
-1.20%
$163.01
37.36% $102.11
0.00%
UBER
-100.00%
-26,950
-0.22%
$35.70
2.23% $34.90
0.00%
DT
-100.00%
-1,466,050
-15.78%
$47.10
1.85% $47.97
0.00%
ADBE
-100.00%
-1,185
-0.12%
$455.70
15.77% $383.82
0.00%
META
-100.00%
-5,180
-0.26%
$222.39
13.84% $191.62
0.00%
GOOGL
-100.00%
-21,576
-0.77%
$139.05
22.59% $107.64
0.00%
2022 Q1 (11 results)
SPG
+41.11%
+3,296
+0.08%
$131.57
4.31% $125.90
0.26%
ADSK
+40.75%
+3,393
+0.12%
$214.33
4.35% $223.65
0.41%
GOOGL
+33.22%
+5,380
+0.12%
$139.05
22.59% $107.64
0.00%
DT
+31.66%
+352,500
+2.37%
$47.10
1.85% $47.97
0.00%
BABA
+7.95%
+76,170
+1.18%
$108.80
3.03% $105.50
16.06%
EL
+6.47%
+436
+0.02%
$272.33
4.16% $261.01
0.33%
GPN
-6.96%
-54,975
-1.07%
$136.84
16.49% $114.27
14.35%
EEFT
-8.17%
-55,350
-1.03%
$130.15
9.81% $117.38
11.56%
ADBE
-55.70%
-1,490
-0.10%
$455.70
15.77% $383.82
0.00%
META
-57.65%
-7,050
-0.22%
$222.39
13.84% $191.62
0.00%
FIS
-100.00%
-5,292
-0.09%
$109.11
31.04% $75.24
0.00%
2021 Q4 (14 results)
SPG
buy
+9,900
+0.22%
$159.80
21.21% $125.90
0.22%
FIS
buy
+5,292
+0.08%
$109.11
31.04% $75.24
0.00%
ADSK
+47.91%
+3,100
+0.12%
$281.19
20.46% $223.65
0.37%
EEFT
+44.24%
+207,915
+3.43%
$119.17
1.50% $117.38
11.18%
GOOGL
+30.71%
+4,300
+0.09%
$144.86
25.70% $107.64
0.37%
UBER
+28.64%
+5,400
+0.03%
$41.93
16.77% $34.90
0.16%
AMZN
+3.54%
+1,100
+0.03%
$166.71
38.75% $102.11
0.74%
DT
+0.45%
+4,752
+0.04%
$60.35
20.51% $47.97
9.30%
GPN
+0.38%
+3,000
+0.06%
$135.18
15.47% $114.27
14.77%
BABA
+0.10%
+990
+0.02%
$118.79
11.19% $105.50
15.74%
MSFT
-13.87%
-99,500
-4.63%
$336.32
20.44% $267.56
28.76%
ADBE
-47.86%
-2,455
-0.19%
$567.10
32.32% $383.82
0.21%
PFGC
-100.00%
-39,500
-0.25%
$46.46
33.01% $61.79
0.00%
PTON
-100.00%
-2,795
-0.06%
$87.07
81.90% $15.76
0.00%
48 of 373

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.