Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 9 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 3, decreased the number of shares of 2 and completely sold out 4 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 3 securities: (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +50.11%), (UBER) UBER TECHNOLOGIES INC (added shares +22.08%) and (BMBL) BUMBLE INC-A (added shares +145.45%).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (41.21%), (UBER) UBER TECHNOLOGIES INC (12.79%), (ADBE) ADOBE INC (11.21%), (PWR) QUANTA SERVICES INC (10.43%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (8.51%).

In the latest report(s) the following changes have been made to the top investments: (UBER) UBER TECHNOLOGIES INC (added shares +22.08%), (ADBE) ADOBE INC (reduced shares -17.99%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +50.11%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q2 (9 results)
BMBL
BUMBLE INC-A
+145.45%
+800,000
+1.19%
$10.51
39.87% $6.32
2.01%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+50.11%
+3,219,000
+2.84%
$6.24
1.76% $6.35
8.51%
UBER
UBER TECHNOLOGIES INC
+22.08%
+225,000
+2.31%
$72.68
0.28% $72.48
12.79%
ADBE
ADOBE INC
-17.99%
-31,300
-2.46%
$555.54
3.36% $536.87
11.21%
STZ
CONSTELLATION BRANDS INC-A
-33.49%
-6,100
-0.22%
$257.28
1.83% $252.57
0.44%
NXT
NEXTRACKER INC-CL A
-100.00%
-571,669
-4.55%
$56.27
33.05% $37.67
0.00%
ADSK
AUTODESK INC
-100.00%
-6,020
-0.22%
$260.42
1.36% $263.96
0.00%
MTCH
MATCH GROUP INC
-100.00%
-186,000
-0.95%
$36.28
3.47% $35.02
0.00%
MCD
MCDONALD'S CORP
-100.00%
-4,200
-0.17%
$281.95
5.17% $296.53
0.00%
2024 Q1 (10 results)
MTCH
MATCH GROUP INC
buy
+186,000
+0.94%
$36.28
3.47% $35.02
0.00%
BMBL
BUMBLE INC-A
buy
+550,000
+0.87%
$11.35
44.32% $6.32
0.87%
BROS
DUTCH BROS INC-CLASS A
+428.88%
+1,106,511
+5.06%
$33.00
3.06% $34.01
6.25%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+111.58%
+3,387,539
+5.25%
$11.18
43.20% $6.35
9.96%
ADBE
ADOBE INC
+108.88%
+90,700
+6.35%
$504.60
6.40% $536.87
12.18%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+85.30%
+981,000
+1.62%
$11.93
23.55% $14.74
3.53%
NXT
NEXTRACKER INC-CL A
-31.67%
-265,000
-2.07%
$56.27
33.05% $37.67
0.00%
ADSK
AUTODESK INC
-39.31%
-3,900
-0.14%
$260.42
1.36% $263.96
0.00%
INTU
INTUIT INC
-100.00%
-2,638
-0.23%
$625.03
4.84% $655.31
0.00%
RIVN
RIVIAN AUTOMOTIVE INC-A
-100.00%
-367,000
-1.19%
$23.46
42.46% $13.50
0.00%
2023 Q4 (16 results)
ANSS
ANSYS INC
buy
+5,230
+0.34%
$362.88
12.23% $318.51
0.34%
MCD
MCDONALD'S CORP
buy
+4,200
+0.23%
$296.51
0.01% $296.53
0.23%
ADBE
ADOBE INC
buy
+83,300
+9.01%
$596.60
10.01% $536.87
9.01%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+169.75%
+1,910,518
+5.38%
$15.54
59.14% $6.35
8.55%
APH
AMPHENOL CORP-CL A
+38.95%
+22,000
+0.20%
$49.57
28.28% $63.58
0.71%
MSFT
MICROSOFT CORP
+10.31%
+60,900
+4.15%
$376.04
14.51% $430.59
44.42%
NXT
NEXTRACKER INC-CL A
+2.14%
+17,500
+0.15%
$46.85
19.59% $37.67
7.10%
BROS
DUTCH BROS INC-CLASS A
+1.26%
+3,200
+0.02%
$31.67
7.39% $34.01
1.48%
PWR
QUANTA SERVICES INC
+0.97%
+2,800
+0.11%
$215.80
24.90% $269.54
11.35%
UBER
UBER TECHNOLOGIES INC
+0.88%
+8,900
+0.10%
$61.57
17.72% $72.48
11.37%
RIVN
RIVIAN AUTOMOTIVE INC-A
-26.89%
-135,000
-0.57%
$23.46
42.46% $13.50
0.00%
ADSK
AUTODESK INC
-30.24%
-4,300
-0.19%
$243.48
8.41% $263.96
0.44%
INTU
INTUIT INC
-93.97%
-41,092
-4.66%
$625.03
4.84% $655.31
0.00%
EL
ESTEE LAUDER COMPANIES-CL A
-100.00%
-11,802
-0.31%
$144.55
41.50% $84.56
0.00%
SEDG
SOLAREDGE TECHNOLOGIES INC
-100.00%
-56,750
-1.33%
$129.51
84.79% $19.70
0.00%
GOOG
ALPHABET INC-CL C
-100.00%
-250,300
-5.98%
$131.85
20.11% $158.37
0.00%
2023 Q3 (9 results)
BROS
DUTCH BROS INC-CLASS A
buy
+254,803
+1.33%
$23.25
46.28% $34.01
1.33%
UBER
UBER TECHNOLOGIES INC
+130.59%
+572,000
+5.92%
$45.99
57.60% $72.48
10.45%
GOOG
ALPHABET INC-CL C
+65.43%
+99,000
+2.94%
$131.85
20.11% $158.37
0.00%
NXT
NEXTRACKER INC-CL A
+1.36%
+11,000
+0.10%
$40.16
6.20% $37.67
7.40%
SEDG
SOLAREDGE TECHNOLOGIES INC
-33.24%
-28,250
-0.82%
$129.51
84.79% $19.70
0.00%
EEFT
EURONET WORLDWIDE INC
-100.00%
-363,659
-9.61%
$117.37
15.67% $98.98
0.00%
LTHM
LIVENT CORP
-100.00%
-710,000
-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
30.97% $38.67
0.00%
44 of 452

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.