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

18.84% $360.91

14.65%

PWR

QUANTA SERVICES INC

-14.65%

-42,500

-2.33%

$316.05

10.74% $282.12

13.58%

MSFT

MICROSOFT CORP

-14.65%

-95,500

-6.99%

$421.50

8.11% $387.30

40.68%

UBER

UBER TECHNOLOGIES INC

-20.26%

-252,000

-2.64%

$60.32

29.48% $78.10

10.38%

BMBL

BUMBLE INC-A

-50.00%

-675,000

-0.95%

$8.14

45.45% $4.44

0.95%

TXRH

TEXAS ROADHOUSE INC

-100.00%

-1,600

-0.05%

$176.60

8.36% $161.84

0.00%

NU HOLDINGS LTD/CAYMAN ISL-A

-100.00%

-2,131,000

-5.05%

$13.65

13.92% $11.75

0.00%

2024 Q3 (5 results)

TXRH

TEXAS ROADHOUSE INC

buy

+1,600

+0.04%

$176.60

8.36% $161.84

0.00%

BROS

DUTCH BROS INC-CLASS A

+40.67%

+555,000

+2.81%

$32.03

92.04% $61.51

9.71%

ADBE

ADOBE INC

-18.92%

-27,000

-2.21%

$517.78

30.30% $360.91

9.46%

STZ

CONSTELLATION BRANDS INC-A

-18.98%

-2,300

-0.09%

$257.69

27.24% $187.50

0.40%

SHLS

SHOALS TECHNOLOGIES GROUP -A

-100.00%

-9,642,545

-9.50%

$6.24

45.51% $3.40

0.00%

2024 Q2 (9 results)

BMBL

BUMBLE INC-A

+145.45%

+800,000

+1.19%

$10.51

57.75% $4.44

2.01%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+50.11%

+3,219,000

+2.84%

$6.24

45.51% $3.40

0.00%

UBER

UBER TECHNOLOGIES INC

+22.08%

+225,000

+2.31%

$72.68

7.46% $78.10

12.79%

ADBE

ADOBE INC

-17.99%

-31,300

-2.46%

$555.54

35.03% $360.91

11.21%

STZ

CONSTELLATION BRANDS INC-A

-33.49%

-6,100

-0.22%

$257.28

27.12% $187.50

0.44%

MCD

MCDONALD'S CORP

-100.00%

-4,200

-0.17%

$281.95

12.15% $316.22

0.00%

NXT

NEXTRACKER INC-CL A

-100.00%

-571,669

-4.55%

$56.27

24.74% $42.35

0.00%

ADSK

AUTODESK INC

-100.00%

-6,020

-0.22%

$260.42

4.34% $271.71

0.00%

MTCH

MATCH GROUP INC

-100.00%

-186,000

-0.95%

$36.28

16.79% $30.19

0.00%

2024 Q1 (10 results)

MTCH

MATCH GROUP INC

buy

+186,000

+0.94%

$36.28

16.79% $30.19

0.00%

BMBL

BUMBLE INC-A

buy

+550,000

+0.87%

$11.35

60.88% $4.44

0.87%

BROS

DUTCH BROS INC-CLASS A

+428.88%

+1,106,511

+5.06%

$33.00

86.39% $61.51

6.25%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+111.58%

+3,387,539

+5.25%

$11.18

69.59% $3.40

9.96%

ADBE

ADOBE INC

+108.88%

+90,700

+6.35%

$504.60

28.48% $360.91

12.18%

NU HOLDINGS LTD/CAYMAN ISL-A

+85.30%

+981,000

+1.62%

$11.93

1.51% $11.75

3.53%

NXT

NEXTRACKER INC-CL A

-31.67%

-265,000

-2.07%

$56.27

24.74% $42.35

0.00%

ADSK

AUTODESK INC

-39.31%

-3,900

-0.14%

$260.42

4.34% $271.71

0.00%

RIVN

RIVIAN AUTOMOTIVE INC-A

-100.00%

-367,000

-1.19%

$23.46

48.47% $12.09

0.00%

INTU

INTUIT INC

-100.00%

-2,638

-0.23%

$625.03

1.63% $614.83

0.00%

2023 Q4 (16 results)

ANSS

ANSYS INC

buy

+5,230

+0.34%

$362.88

12.82% $316.36

0.34%

MCD

MCDONALD'S CORP

buy

+4,200

+0.23%

$296.51

6.65% $316.22

0.23%

ADBE

ADOBE INC

buy

+83,300

+9.01%

$596.60

39.51% $360.91

9.01%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+169.75%

+1,910,518

+5.38%

$15.54

78.12% $3.40

8.55%

APH

AMPHENOL CORP-CL A

+38.95%

+22,000

+0.20%

$49.57

53.39% $76.03

0.71%

MSFT

MICROSOFT CORP

+10.31%

+60,900

+4.15%

$376.04

2.99% $387.30

44.42%

NXT

NEXTRACKER INC-CL A

+2.14%

+17,500

+0.15%

$46.85

9.61% $42.35

7.10%

BROS

DUTCH BROS INC-CLASS A

+1.26%

+3,200

+0.02%

$31.67

94.22% $61.51

1.48%

PWR

QUANTA SERVICES INC

+0.97%

+2,800

+0.11%

$215.80

30.73% $282.12

11.35%

UBER

UBER TECHNOLOGIES INC

+0.88%

+8,900

+0.10%

$61.57

26.85% $78.10

11.37%

RIVN

RIVIAN AUTOMOTIVE INC-A

-26.89%

-135,000

-0.57%

$23.46

48.47% $12.09

0.00%

ADSK

AUTODESK INC

-30.24%

-4,300

-0.19%

$243.48

11.59% $271.71

0.44%

INTU

INTUIT INC

-93.97%

-41,092

-4.66%

$625.03

1.63% $614.83

0.00%

ESTEE LAUDER COMPANIES-CL A

-100.00%

-11,802

-0.31%

$144.55

59.43% $58.65

0.00%

SEDG

SOLAREDGE TECHNOLOGIES INC

-100.00%

-56,750

-1.33%

$129.51

90.95% $11.72

0.00%

GOOG

ALPHABET INC-CL C

-100.00%

-250,300

-5.98%

$131.85

22.46% $161.47

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.