Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 7 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 1, decreased the number of shares of 4 and completely sold out 2 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought (ADBE) ADOBE INC (added shares +64.13%).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (40.68%), (BROS) DUTCH BROS INC-CLASS A (17.45%), (ADBE) ADOBE INC (14.65%), (PWR) QUANTA SERVICES INC (13.58%) and (UBER) UBER TECHNOLOGIES INC (10.38%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -14.65%), (ADBE) ADOBE INC (added shares +64.13%), (PWR) QUANTA SERVICES INC (reduced shares -14.65%) and (UBER) UBER TECHNOLOGIES INC (reduced shares -20.26%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2024 Q4 (7 results)

ADBE

ADOBE INC

+64.13%

+74,200

+5.73%

$444.68

13.65% $383.99

14.65%

MSFT

MICROSOFT CORP

-14.65%

-95,500

-6.99%

$421.50

3.95% $438.17

40.68%

PWR

QUANTA SERVICES INC

-14.65%

-42,500

-2.33%

$316.05

3.23% $326.25

13.58%

UBER

UBER TECHNOLOGIES INC

-20.26%

-252,000

-2.64%

$60.32

36.44% $82.30

10.38%

BMBL

BUMBLE INC-A

-50.00%

-675,000

-0.95%

$8.14

31.70% $5.56

0.95%

NU HOLDINGS LTD/CAYMAN ISL-A

-100.00%

-2,131,000

-5.05%

$13.65

6.23% $12.80

0.00%

TXRH

TEXAS ROADHOUSE INC

-100.00%

-1,600

-0.05%

$176.60

2.29% $172.55

0.00%

2024 Q3 (5 results)

TXRH

TEXAS ROADHOUSE INC

buy

+1,600

+0.04%

$176.60

2.29% $172.55

0.00%

BROS

DUTCH BROS INC-CLASS A

+40.67%

+555,000

+2.81%

$32.03

101.22% $64.45

9.71%

ADBE

ADOBE INC

-18.92%

-27,000

-2.21%

$517.78

25.84% $383.99

9.46%

STZ

CONSTELLATION BRANDS INC-A

-18.98%

-2,300

-0.09%

$257.69

25.73% $191.39

0.40%

SHLS

SHOALS TECHNOLOGIES GROUP -A

-100.00%

-9,642,545

-9.50%

$6.24

22.76% $4.82

0.00%

2024 Q2 (9 results)

BMBL

BUMBLE INC-A

+145.45%

+800,000

+1.19%

$10.51

47.10% $5.56

2.01%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+50.11%

+3,219,000

+2.84%

$6.24

22.76% $4.82

0.00%

UBER

UBER TECHNOLOGIES INC

+22.08%

+225,000

+2.31%

$72.68

13.24% $82.30

12.79%

ADBE

ADOBE INC

-17.99%

-31,300

-2.46%

$555.54

30.88% $383.99

11.21%

STZ

CONSTELLATION BRANDS INC-A

-33.49%

-6,100

-0.22%

$257.28

25.61% $191.39

0.44%

NXT

NEXTRACKER INC-CL A

-100.00%

-571,669

-4.55%

$56.27

20.74% $44.60

0.00%

ADSK

AUTODESK INC

-100.00%

-6,020

-0.22%

$260.42

11.21% $289.62

0.00%

MTCH

MATCH GROUP INC

-100.00%

-186,000

-0.95%

$36.28

24.28% $27.47

0.00%

MCD

MCDONALD'S CORP

-100.00%

-4,200

-0.17%

$281.95

11.19% $313.49

0.00%

2024 Q1 (10 results)

BMBL

BUMBLE INC-A

buy

+550,000

+0.87%

$11.35

51.01% $5.56

0.87%

MTCH

MATCH GROUP INC

buy

+186,000

+0.94%

$36.28

24.28% $27.47

0.00%

BROS

DUTCH BROS INC-CLASS A

+428.88%

+1,106,511

+5.06%

$33.00

95.30% $64.45

6.25%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+111.58%

+3,387,539

+5.25%

$11.18

56.89% $4.82

9.96%

ADBE

ADOBE INC

+108.88%

+90,700

+6.35%

$504.60

23.90% $383.99

12.18%

NU HOLDINGS LTD/CAYMAN ISL-A

+85.30%

+981,000

+1.62%

$11.93

7.29% $12.80

3.53%

NXT

NEXTRACKER INC-CL A

-31.67%

-265,000

-2.07%

$56.27

20.74% $44.60

0.00%

ADSK

AUTODESK INC

-39.31%

-3,900

-0.14%

$260.42

11.21% $289.62

0.00%

INTU

INTUIT INC

-100.00%

-2,638

-0.23%

$625.03

4.97% $656.08

0.00%

RIVN

RIVIAN AUTOMOTIVE INC-A

-100.00%

-367,000

-1.19%

$23.46

41.69% $13.68

0.00%

2023 Q4 (16 results)

ANSS

ANSYS INC

buy

+5,230

+0.34%

$362.88

7.83% $334.45

0.34%

MCD

MCDONALD'S CORP

buy

+4,200

+0.23%

$296.51

5.73% $313.49

0.23%

ADBE

ADOBE INC

buy

+83,300

+9.01%

$596.60

35.64% $383.99

9.01%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+169.75%

+1,910,518

+5.38%

$15.54

68.98% $4.82

8.55%

APH

AMPHENOL CORP-CL A

+38.95%

+22,000

+0.20%

$49.57

62.57% $80.58

0.71%

MSFT

MICROSOFT CORP

+10.31%

+60,900

+4.15%

$376.04

16.52% $438.17

44.42%

NXT

NEXTRACKER INC-CL A

+2.14%

+17,500

+0.15%

$46.85

4.80% $44.60

7.10%

BROS

DUTCH BROS INC-CLASS A

+1.26%

+3,200

+0.02%

$31.67

103.50% $64.45

1.48%

PWR

QUANTA SERVICES INC

+0.97%

+2,800

+0.11%

$215.80

51.18% $326.25

11.35%

UBER

UBER TECHNOLOGIES INC

+0.88%

+8,900

+0.10%

$61.57

33.67% $82.30

11.37%

RIVN

RIVIAN AUTOMOTIVE INC-A

-26.89%

-135,000

-0.57%

$23.46

41.69% $13.68

0.00%

ADSK

AUTODESK INC

-30.24%

-4,300

-0.19%

$243.48

18.95% $289.62

0.44%

INTU

INTUIT INC

-93.97%

-41,092

-4.66%

$625.03

4.97% $656.08

0.00%

SEDG

SOLAREDGE TECHNOLOGIES INC

-100.00%

-56,750

-1.33%

$129.51

85.88% $18.29

0.00%

GOOG

ALPHABET INC-CL C

-100.00%

-250,300

-5.98%

$131.85

18.13% $155.75

0.00%

ESTEE LAUDER COMPANIES-CL A

-100.00%

-11,802

-0.31%

$144.55

57.63% $61.24

0.00%

47 of 464

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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.