Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 6 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 1 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 2 securities: (TSM) TAIWAN SEMICONDUCTOR-SP ADR (new buy) and (ADBE) ADOBE INC (added shares +15.53%).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (36.07%), (BROS) DUTCH BROS INC-CLASS A (20.47%), (ADBE) ADOBE INC (14.54%), (UBER) UBER TECHNOLOGIES INC (12.48%) and (PWR) QUANTA SERVICES INC (10.06%).

In the latest report(s) the following changes have been made to the top investments: (ADBE) ADOBE INC (added shares +15.53%) and (PWR) QUANTA SERVICES INC (reduced shares -7.45%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2025 Q1 (6 results)

TSM

TAIWAN SEMICONDUCTOR-SP ADR

buy

+168,000

+4.82%

$166.00

28.61% $213.50

4.82%

ADBE

ADOBE INC

+15.53%

+29,500

+1.95%

$383.53

1.43% $378.04

14.54%

PWR

QUANTA SERVICES INC

-7.45%

-15,036

-0.81%

$254.08

41.86% $360.43

10.06%

BMBL

BUMBLE INC-A

-100.00%

-675,000

-0.95%

$8.14

35.50% $5.25

0.00%

STZ

CONSTELLATION BRANDS INC-A

-100.00%

-9,127

-0.37%

$221.00

27.60% $160.00

0.00%

ANSS

ANSYS INC

-100.00%

-5,230

-0.30%

$337.33

0.33% $336.23

0.00%

2024 Q4 (7 results)

ADBE

ADOBE INC

+64.13%

+74,200

+5.73%

$444.68

14.99% $378.04

14.65%

MSFT

MICROSOFT CORP

-14.65%

-95,500

-6.99%

$421.50

13.94% $480.24

40.68%

PWR

QUANTA SERVICES INC

-14.65%

-42,500

-2.33%

$316.05

14.04% $360.43

13.58%

UBER

UBER TECHNOLOGIES INC

-20.26%

-252,000

-2.64%

$60.32

38.33% $83.44

10.38%

BMBL

BUMBLE INC-A

-50.00%

-675,000

-0.95%

$8.14

35.50% $5.25

0.00%

NU HOLDINGS LTD/CAYMAN ISL-A

-100.00%

-2,131,000

-5.05%

$13.65

10.33% $12.24

0.00%

TXRH

TEXAS ROADHOUSE INC

-100.00%

-1,600

-0.05%

$176.60

9.25% $192.94

0.00%

2024 Q3 (5 results)

TXRH

TEXAS ROADHOUSE INC

buy

+1,600

+0.04%

$176.60

9.25% $192.94

0.00%

BROS

DUTCH BROS INC-CLASS A

+40.67%

+555,000

+2.81%

$32.03

118.01% $69.83

9.71%

ADBE

ADOBE INC

-18.92%

-26,595

-2.21%

$517.78

26.99% $378.04

9.46%

STZ

CONSTELLATION BRANDS INC-A

-18.98%

-2,300

-0.09%

$257.69

37.91% $160.00

0.40%

SHLS

SHOALS TECHNOLOGIES GROUP -A

-100.00%

-9,642,545

-9.50%

$6.24

16.19% $5.23

0.00%

2024 Q2 (9 results)

BMBL

BUMBLE INC-A

+145.45%

+608,000

+1.19%

$10.51

50.05% $5.25

2.01%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+50.11%

+3,219,000

+2.84%

$6.24

16.19% $5.23

0.00%

UBER

UBER TECHNOLOGIES INC

+22.08%

+225,000

+2.31%

$72.68

14.80% $83.44

12.79%

ADBE

ADOBE INC

-17.99%

-24,257

-2.46%

$555.54

31.95% $378.04

11.21%

STZ

CONSTELLATION BRANDS INC-A

-33.49%

-6,100

-0.22%

$257.28

37.81% $160.00

0.44%

MCD

MCDONALD'S CORP

-100.00%

-4,200

-0.17%

$281.95

2.72% $289.63

0.00%

NXT

NEXTRACKER INC-CL A

-100.00%

-408,743

-4.55%

$56.27

4.67% $58.90

0.00%

ADSK

AUTODESK INC

-100.00%

-6,020

-0.22%

$260.42

13.35% $295.19

0.00%

MTCH

MATCH GROUP INC

-100.00%

-135,780

-0.95%

$36.28

16.48% $30.30

0.00%

2024 Q1 (10 results)

MTCH

MATCH GROUP INC

buy

+135,780

+0.94%

$36.28

16.48% $30.30

0.00%

BMBL

BUMBLE INC-A

buy

+409,750

+0.87%

$11.35

53.74% $5.25

0.87%

BROS

DUTCH BROS INC-CLASS A

+428.88%

+1,106,511

+5.06%

$33.00

111.61% $69.83

6.25%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+111.58%

+3,387,539

+5.25%

$11.18

53.22% $5.23

9.96%

ADBE

ADOBE INC

+108.88%

+90,700

+6.35%

$504.60

25.08% $378.04

12.18%

NU HOLDINGS LTD/CAYMAN ISL-A

+85.30%

+981,000

+1.62%

$11.93

2.60% $12.24

3.53%

NXT

NEXTRACKER INC-CL A

-31.67%

-189,475

-2.07%

$56.27

4.67% $58.90

0.00%

ADSK

AUTODESK INC

-39.31%

-3,900

-0.14%

$260.42

13.35% $295.19

0.00%

RIVN

RIVIAN AUTOMOTIVE INC-A

-100.00%

-367,000

-1.19%

$23.46

41.30% $13.77

0.00%

INTU

INTUIT INC

-100.00%

-2,638

-0.23%

$625.03

20.77% $754.83

0.00%

37 of 470

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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.