Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 10 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 2 and completely sold out 2 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (ADBE) ADOBE INC (added shares +108.88%), (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +111.58%), (BROS) DUTCH BROS INC-CLASS A (added shares +428.88%), (NU) NU HOLDINGS LTD/CAYMAN ISL-A (added shares +85.3%) and (MTCH) MATCH GROUP INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (38.03%), (ADBE) ADOBE INC (12.18%), (UBER) UBER TECHNOLOGIES INC (10.88%), (PWR) QUANTA SERVICES INC (10.45%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (9.96%).

In the latest report(s) the following changes have been made to the top investments: (ADBE) ADOBE INC (added shares +108.88%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +111.58%).

2024 Q1 (10 results)
MTCH
buy
+135,780
+0.94%
$36.28
17.72% $29.85
0.94%
BMBL
buy
+409,750
+0.87%
$11.35
0.44% $11.40
0.87%
BROS
+428.88%
+1,106,511
+5.06%
$33.00
8.12% $35.68
6.25%
SHLS
+111.58%
+3,387,539
+5.25%
$11.18
26.74% $8.19
9.96%
ADBE
+108.88%
+90,700
+6.35%
$504.60
11.01% $449.02
12.18%
NU
+85.30%
+981,000
+1.62%
$11.93
2.51% $12.23
3.53%
NXT
-31.67%
-189,475
-2.07%
$56.27
0.44% $56.02
4.46%
ADSK
-39.31%
-3,900
-0.14%
$260.42
23.36% $199.58
0.22%
INTU
-100.00%
-2,638
-0.23%
$625.03
9.43% $566.08
0.00%
RIVN
-100.00%
-367,000
-1.19%
$23.46
52.94% $11.04
0.00%
2023 Q4 (16 results)
ANSS
buy
+4,079
+0.34%
$362.88
11.81% $320.04
0.34%
MCD
buy
+4,200
+0.23%
$296.51
15.21% $251.42
0.23%
ADBE
buy
+83,300
+9.01%
$596.60
24.74% $449.02
9.01%
SHLS
+169.75%
+1,375,572
+5.38%
$15.54
47.30% $8.19
8.55%
APH
+38.95%
+11,000
+0.20%
$99.13
34.21% $133.04
0.71%
MSFT
+10.31%
+45,675
+4.15%
$376.04
11.10% $417.79
44.42%
NXT
+2.14%
+17,500
+0.15%
$46.85
19.57% $56.02
7.10%
BROS
+1.26%
+2,448
+0.02%
$31.67
12.66% $35.68
1.48%
PWR
+0.97%
+2,800
+0.11%
$215.80
30.05% $280.65
11.35%
UBER
+0.88%
+8,900
+0.10%
$61.57
3.95% $64.00
11.37%
RIVN
-26.89%
-135,000
-0.57%
$23.46
52.94% $11.04
0.00%
ADSK
-30.24%
-4,300
-0.19%
$243.48
18.03% $199.58
0.44%
INTU
-93.97%
-41,092
-4.66%
$625.03
9.43% $566.08
0.00%
SEDG
-100.00%
-56,750
-1.33%
$129.51
62.10% $49.08
0.00%
GOOG
-100.00%
-250,300
-5.98%
$131.85
31.63% $173.56
0.00%
EL
-100.00%
-11,802
-0.31%
$144.55
16.09% $121.29
0.00%
2023 Q3 (9 results)
BROS
buy
+145,237
+1.33%
$23.25
53.46% $35.68
1.33%
UBER
+130.59%
+572,000
+5.92%
$45.99
39.16% $64.00
10.45%
GOOG
+65.43%
+99,000
+2.94%
$131.85
31.63% $173.56
0.00%
NXT
+1.36%
+11,000
+0.10%
$40.16
39.49% $56.02
7.40%
SEDG
-33.24%
-28,250
-0.82%
$129.51
62.10% $49.08
0.00%
LTHM
-100.00%
-525,400
-4.38%
$27.43
39.81% $16.51
0.00%
ARRY
-100.00%
-142,734
-0.73%
$22.60
37.39% $14.15
0.00%
CGNX
-100.00%
-12,100
-0.15%
$56.02
17.96% $45.96
0.00%
EEFT
-100.00%
-274,562
-9.61%
$117.37
3.35% $113.44
0.00%
2023 Q2 (13 results)
GOOG
buy
+118,770
+3.68%
$120.97
43.47% $173.56
3.68%
NU
buy
+833,750
+1.82%
$7.89
55.01% $12.23
1.82%
LTHM
buy
+525,400
+3.91%
$27.43
39.81% $16.51
0.00%
UBER
buy
+304,410
+3.80%
$43.17
48.25% $64.00
3.80%
NXT
buy
+808,169
+6.46%
$39.81
40.72% $56.02
6.46%
SHLS
+53.03%
+390,000
+2.00%
$25.56
67.96% $8.19
5.78%
EL
+14.01%
+1,450
+0.06%
$196.38
38.24% $121.29
0.47%
INTU
+4.87%
+2,030
+0.19%
$458.19
23.55% $566.08
4.03%
EEFT
-12.09%
-37,750
-1.18%
$117.37
3.35% $113.44
0.00%
ARRY
-87.94%
-1,040,866
-4.73%
$22.60
37.39% $14.15
0.00%
SPG
-100.00%
-13,970
-0.31%
$111.97
32.45% $148.30
0.00%
APTV
-100.00%
-4,800
-0.11%
$112.19
26.97% $81.93
0.00%
BROS
-100.00%
-356,803
-2.27%
$31.63
12.80% $35.68
0.00%
48 of 443

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.