Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 6 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 1 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 2 securities: (TSM) TAIWAN SEMICONDUCTOR-SP ADR (new buy) and (ADBE) ADOBE INC (added shares +15.53%).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (36.07%), (BROS) DUTCH BROS INC-CLASS A (20.47%), (ADBE) ADOBE INC (14.54%), (UBER) UBER TECHNOLOGIES INC (12.48%) and (PWR) QUANTA SERVICES INC (10.06%).

In the latest report(s) the following changes have been made to the top investments: (ADBE) ADOBE INC (added shares +15.53%) and (PWR) QUANTA SERVICES INC (reduced shares -7.45%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q1 (6 results)
TSM
TAIWAN SEMICONDUCTOR-SP ADR
buy
+168,000
+4.82%
$166.00
41.94% $235.62
4.82%
ADBE
ADOBE INC
+15.53%
+29,500
+1.95%
$383.53
11.99% $337.54
14.54%
PWR
QUANTA SERVICES INC
-7.45%
-15,036
-0.81%
$254.08
56.12% $396.68
10.06%
ANSS
ANSYS INC
-100.00%
-5,230
-0.30%
$337.33
10.96% $374.30
0.00%
BMBL
BUMBLE INC-A
-100.00%
-675,000
-0.95%
$8.14
5.90% $7.66
0.00%
STZ
CONSTELLATION BRANDS INC-A
-100.00%
-9,127
-0.37%
$221.00
22.60% $171.06
0.00%
2024 Q4 (7 results)
ADBE
ADOBE INC
+64.13%
+74,200
+5.73%
$444.68
24.09% $337.54
14.65%
PWR
QUANTA SERVICES INC
-14.65%
-42,500
-2.33%
$316.05
25.51% $396.68
13.58%
MSFT
MICROSOFT CORP
-14.65%
-95,500
-6.99%
$421.50
26.97% $535.17
40.68%
UBER
UBER TECHNOLOGIES INC
-20.26%
-252,000
-2.64%
$60.32
50.13% $90.56
10.38%
BMBL
BUMBLE INC-A
-50.00%
-675,000
-0.95%
$8.14
5.90% $7.66
0.00%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
-100.00%
-2,131,000
-5.05%
$13.65
11.36% $12.10
0.00%
TXRH
TEXAS ROADHOUSE INC
-100.00%
-1,600
-0.05%
$176.60
4.14% $183.91
0.00%
2024 Q3 (5 results)
TXRH
TEXAS ROADHOUSE INC
buy
+1,600
+0.04%
$176.60
4.14% $183.91
0.00%
BROS
DUTCH BROS INC-CLASS A
+40.67%
+555,000
+2.81%
$32.03
81.70% $58.20
9.71%
ADBE
ADOBE INC
-18.92%
-26,595
-2.21%
$517.78
34.81% $337.54
9.46%
STZ
CONSTELLATION BRANDS INC-A
-18.98%
-2,300
-0.09%
$257.69
33.62% $171.06
0.40%
SHLS
SHOALS TECHNOLOGIES GROUP -A
-100.00%
-9,642,545
-9.50%
$6.24
19.39% $5.03
0.00%
2024 Q2 (9 results)
BMBL
BUMBLE INC-A
+145.45%
+608,000
+1.19%
$10.51
27.12% $7.66
2.01%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+50.11%
+3,219,000
+2.84%
$6.24
19.39% $5.03
0.00%
UBER
UBER TECHNOLOGIES INC
+22.08%
+225,000
+2.31%
$72.68
24.60% $90.56
12.79%
ADBE
ADOBE INC
-17.99%
-24,257
-2.46%
$555.54
39.24% $337.54
11.21%
STZ
CONSTELLATION BRANDS INC-A
-33.49%
-6,100
-0.22%
$257.28
33.51% $171.06
0.44%
MCD
MCDONALD'S CORP
-100.00%
-4,200
-0.17%
$281.95
7.52% $303.15
0.00%
NXT
NEXTRACKER INC-CL A
-100.00%
-408,743
-4.55%
$56.27
0.71% $56.67
0.00%
ADSK
AUTODESK INC
-100.00%
-6,020
-0.22%
$260.42
16.26% $302.76
0.00%
MTCH
MATCH GROUP INC
-100.00%
-135,780
-0.95%
$36.28
6.75% $33.83
0.00%
2024 Q1 (10 results)
MTCH
MATCH GROUP INC
buy
+135,780
+0.94%
$36.28
6.75% $33.83
0.00%
BMBL
BUMBLE INC-A
buy
+409,750
+0.87%
$11.35
32.51% $7.66
0.87%
BROS
DUTCH BROS INC-CLASS A
+428.88%
+1,106,511
+5.06%
$33.00
76.36% $58.20
6.25%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+111.58%
+3,387,539
+5.25%
$11.18
55.01% $5.03
9.96%
ADBE
ADOBE INC
+108.88%
+90,700
+6.35%
$504.60
33.11% $337.54
12.18%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+85.30%
+981,000
+1.62%
$11.93
1.42% $12.10
3.53%
NXT
NEXTRACKER INC-CL A
-31.67%
-189,475
-2.07%
$56.27
0.71% $56.67
0.00%
ADSK
AUTODESK INC
-39.31%
-3,900
-0.14%
$260.42
16.26% $302.76
0.00%
RIVN
RIVIAN AUTOMOTIVE INC-A
-100.00%
-367,000
-1.19%
$23.46
47.06% $12.42
0.00%
INTU
INTUIT INC
-100.00%
-2,638
-0.23%
$625.03
25.45% $784.12
0.00%
37 of 470

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.