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

3.08% $182.04

0.04%

BROS

DUTCH BROS INC-CLASS A

+40.67%

+555,000

+2.81%

$32.03

87.45% $60.04

9.71%

ADBE

ADOBE INC

-18.92%

-26,595

-2.21%

$517.78

15.72% $436.36

9.46%

STZ

CONSTELLATION BRANDS INC-A

-18.98%

-2,300

-0.09%

$257.69

28.95% $183.08

0.40%

SHLS

SHOALS TECHNOLOGIES GROUP -A

-100.00%

-9,642,545

-9.50%

$6.24

25.96% $4.62

0.00%

2024 Q2 (9 results)

BMBL

BUMBLE INC-A

+145.45%

+608,000

+1.19%

$10.51

27.12% $7.66

2.01%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+50.11%

+3,219,000

+2.84%

$6.24

25.96% $4.62

0.00%

UBER

UBER TECHNOLOGIES INC

+22.08%

+225,000

+2.31%

$72.68

6.80% $67.74

12.79%

ADBE

ADOBE INC

-17.99%

-24,257

-2.46%

$555.54

21.45% $436.36

11.21%

STZ

CONSTELLATION BRANDS INC-A

-33.49%

-6,100

-0.22%

$257.28

28.84% $183.08

0.44%

ADSK

AUTODESK INC

-100.00%

-6,020

-0.22%

$260.42

14.01% $296.91

0.00%

MTCH

MATCH GROUP INC

-100.00%

-135,780

-0.95%

$36.28

9.76% $32.74

0.00%

MCD

MCDONALD'S CORP

-100.00%

-4,200

-0.17%

$281.95

0.23% $282.61

0.00%

NXT

NEXTRACKER INC-CL A

-100.00%

-408,743

-4.55%

$56.27

24.51% $42.48

0.00%

2024 Q1 (10 results)

MTCH

MATCH GROUP INC

buy

+135,780

+0.94%

$36.28

9.76% $32.74

0.00%

BMBL

BUMBLE INC-A

buy

+409,750

+0.87%

$11.35

32.51% $7.66

0.87%

BROS

DUTCH BROS INC-CLASS A

+428.88%

+1,106,511

+5.06%

$33.00

81.94% $60.04

6.25%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+111.58%

+3,387,539

+5.25%

$11.18

58.68% $4.62

9.96%

ADBE

ADOBE INC

+108.88%

+90,700

+6.35%

$504.60

13.52% $436.36

12.18%

NU HOLDINGS LTD/CAYMAN ISL-A

+85.30%

+981,000

+1.62%

$11.93

3.77% $11.48

3.53%

NXT

NEXTRACKER INC-CL A

-31.67%

-189,475

-2.07%

$56.27

24.51% $42.48

0.00%

ADSK

AUTODESK INC

-39.31%

-3,900

-0.14%

$260.42

14.01% $296.91

0.00%

INTU

INTUIT INC

-100.00%

-2,638

-0.23%

$625.03

2.50% $609.41

0.00%

RIVN

RIVIAN AUTOMOTIVE INC-A

-100.00%

-367,000

-1.19%

$23.46

43.35% $13.29

0.00%

2023 Q4 (16 results)

ANSS

ANSYS INC

buy

+4,079

+0.34%

$362.88

2.98% $352.07

0.34%

MCD

MCDONALD'S CORP

buy

+4,200

+0.23%

$296.51

4.69% $282.61

0.23%

ADBE

ADOBE INC

buy

+83,300

+9.01%

$596.60

26.86% $436.36

9.01%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+169.75%

+1,375,572

+5.38%

$15.54

70.27% $4.62

8.55%

APH

AMPHENOL CORP-CL A

+38.95%

+22,000

+0.20%

$49.57

46.72% $72.72

0.71%

MSFT

MICROSOFT CORP

+10.31%

+45,675

+4.15%

$376.04

13.95% $428.50

44.42%

NXT

NEXTRACKER INC-CL A

+2.14%

+17,500

+0.15%

$46.85

9.33% $42.48

7.10%

BROS

DUTCH BROS INC-CLASS A

+1.26%

+2,448

+0.02%

$31.67

89.58% $60.04

1.48%

PWR

QUANTA SERVICES INC

+0.97%

+2,800

+0.11%

$215.80

65.89% $358.00

11.35%

UBER

UBER TECHNOLOGIES INC

+0.88%

+8,900

+0.10%

$61.57

10.02% $67.74

11.37%

RIVN

RIVIAN AUTOMOTIVE INC-A

-26.89%

-135,000

-0.57%

$23.46

43.35% $13.29

0.00%

ADSK

AUTODESK INC

-30.24%

-4,300

-0.19%

$243.48

21.94% $296.91

0.44%

INTU

INTUIT INC

-93.97%

-41,092

-4.66%

$625.03

2.50% $609.41

0.00%

SEDG

SOLAREDGE TECHNOLOGIES INC

-100.00%

-56,750

-1.33%

$129.51

89.42% $13.70

0.00%

GOOG

ALPHABET INC-CL C

-100.00%

-250,300

-5.98%

$131.85

51.41% $199.63

0.00%

ESTEE LAUDER COMPANIES-CL A

-100.00%

-11,802

-0.31%

$144.55

45.47% $78.82

0.00%

2023 Q3 (9 results)

BROS

DUTCH BROS INC-CLASS A

buy

+145,237

+1.33%

$23.25

158.24% $60.04

1.33%

UBER

UBER TECHNOLOGIES INC

+130.59%

+572,000

+5.92%

$45.99

47.29% $67.74

10.45%

GOOG

ALPHABET INC-CL C

+65.43%

+99,000

+2.94%

$131.85

51.41% $199.63

0.00%

NXT

NEXTRACKER INC-CL A

+1.36%

+11,000

+0.10%

$40.16

5.78% $42.48

7.40%

SEDG

SOLAREDGE TECHNOLOGIES INC

-33.24%

-28,250

-0.82%

$129.51

89.42% $13.70

0.00%

LTHM

LIVENT CORP

-100.00%

-525,400

-4.38%

$27.43

39.81% $16.51

0.00%

ARRY

ARRAY TECHNOLOGIES INC

-100.00%

-142,734

-0.73%

$22.60

69.82% $6.82

0.00%

CGNX

COGNEX CORP

-100.00%

-12,100

-0.15%

$56.02

26.78% $41.02

0.00%

EEFT

EURONET WORLDWIDE INC

-100.00%

-274,562

-9.61%

$117.37

15.38% $99.32

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.