Robert Karr Holdings Activity
Joho Capital Portfolio 13F
Joho Capital has disclosed a total of 10 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 2, bought 3 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).
What stocks is Robert Karr buying now?
In the recent quarter Robert Karr has purchased 5 securities: (PWR) QUANTA SERVICES INC (added shares +69.83%), (BROS) DUTCH BROS INC-CLASS A (new buy), (ARRY) ARRAY TECHNOLOGIES INC (added shares +63.26%), (CGNX) COGNEX CORP (new buy) and (APTV) APTIV PLC (new buy).
What does Robert Karr invest in?
Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (43.82%), (PWR) QUANTA SERVICES INC (12.32%), (EEFT) EURONET WORLDWIDE INC (11.91%), (ARRY) ARRAY TECHNOLOGIES INC (6.66%) and (SEDG) SOLAREDGE TECHNOLOGIES INC (6.65%).
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.