Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 16 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 3, decreased the number of shares of 6 and completely sold out 7 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 3 securities: (ADSK) AUTODESK INC (added shares +57.16%), (EL) ESTEE LAUDER COMPANIES-CL A (added shares +21.05%) and (ECL) ECOLAB INC (added shares +22.02%).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (34.68%), (BABA) ALIBABA GROUP HOLDING-SP ADR (21.42%), (LTHM) LIVENT CORP (20.43%), (EEFT) EURONET WORLDWIDE INC (12.75%) and (GPN) GLOBAL PAYMENTS INC (6.14%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -4.4%), (BABA) ALIBABA GROUP HOLDING-SP ADR (reduced shares -20.25%), (LTHM) LIVENT CORP (reduced shares -7.79%), (EEFT) EURONET WORLDWIDE INC (reduced shares -10.94%) and (GPN) GLOBAL PAYMENTS INC (reduced shares -66.94%).

2022 Q2 (16 results)
ADSK
+57.16%
+7,700
+0.30%
$171.94
7.34% $184.56
0.83%
ECL
+22.02%
+1,700
+0.06%
$153.72
2.90% $149.26
0.33%
EL
+21.05%
+1,800
+0.10%
$254.64
10.06% $229.02
0.60%
MSFT
-4.40%
-27,200
-1.60%
$256.83
7.36% $237.92
34.68%
LTHM
-7.79%
-333,000
-1.73%
$22.69
34.73% $30.57
20.43%
EEFT
-10.94%
-68,075
-1.57%
$100.59
20.47% $80.00
12.75%
PG
-17.24%
-4,800
-0.16%
$143.77
5.70% $135.58
0.76%
BABA
-20.25%
-209,390
-5.44%
$113.68
30.68% $78.80
21.42%
GPN
-66.94%
-491,813
-12.44%
$110.64
3.98% $115.04
6.14%
META
-100.00%
-5,180
-0.26%
$222.39
36.86% $140.41
0.00%
GOOGL
-100.00%
-24,380
-0.77%
$139.05
28.99% $98.74
0.00%
NOW
-100.00%
-6,202
-0.79%
$556.92
32.30% $377.04
0.00%
AMZN
-100.00%
-32,140
-1.20%
$163.01
30.20% $113.78
0.00%
UBER
-100.00%
-26,950
-0.22%
$35.70
22.06% $27.82
0.00%
DT
-100.00%
-1,466,050
-15.78%
$47.10
29.49% $33.21
0.00%
ADBE
-100.00%
-1,185
-0.12%
$455.70
37.55% $284.56
0.00%
2022 Q1 (11 results)
SPG
+41.11%
+4,070
+0.08%
$131.57
31.46% $90.18
0.26%
ADSK
+40.75%
+3,900
+0.12%
$214.33
13.89% $184.56
0.41%
GOOGL
+33.22%
+6,080
+0.12%
$139.05
28.99% $98.74
0.00%
DT
+31.66%
+352,500
+2.37%
$47.10
29.49% $33.21
0.00%
BABA
+7.95%
+76,170
+1.18%
$108.80
27.57% $78.80
16.06%
EL
+6.47%
+520
+0.02%
$272.33
15.90% $229.02
0.33%
GPN
-6.96%
-54,975
-1.07%
$136.84
15.93% $115.04
14.35%
EEFT
-8.17%
-55,350
-1.03%
$130.15
38.53% $80.00
11.56%
ADBE
-55.70%
-1,490
-0.10%
$455.70
37.55% $284.56
0.00%
META
-57.65%
-7,050
-0.22%
$222.39
36.86% $140.41
0.00%
FIS
-100.00%
-5,600
-0.09%
$109.11
26.41% $80.29
0.00%
2021 Q4 (14 results)
SPG
buy
+9,900
+0.22%
$159.80
43.57% $90.18
0.22%
FIS
buy
+5,600
+0.08%
$109.11
26.41% $80.29
0.00%
ADSK
+47.91%
+3,100
+0.12%
$281.19
34.36% $184.56
0.37%
EEFT
+44.24%
+207,915
+3.43%
$119.17
32.87% $80.00
11.18%
GOOGL
+30.71%
+4,300
+0.09%
$144.86
31.84% $98.74
0.37%
UBER
+28.64%
+6,000
+0.03%
$41.93
33.65% $27.82
0.16%
AMZN
+3.54%
+1,100
+0.03%
$166.71
31.75% $113.78
0.74%
DT
+0.45%
+4,950
+0.04%
$60.35
44.97% $33.21
9.30%
GPN
+0.38%
+3,000
+0.06%
$135.18
14.90% $115.04
14.77%
BABA
+0.10%
+1,000
+0.02%
$118.79
33.66% $78.80
15.74%
MSFT
-13.87%
-99,500
-4.63%
$336.32
29.26% $237.92
28.76%
ADBE
-47.86%
-2,455
-0.19%
$567.10
49.82% $284.56
0.21%
PTON
-100.00%
-5,375
-0.06%
$87.07
90.23% $8.51
0.00%
PFGC
-100.00%
-39,500
-0.25%
$46.46
3.50% $44.83
0.00%
41 of 366

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.