Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 10 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 2, bought 3 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 5 securities: (PWR) QUANTA SERVICES INC (added shares +69.83%), (BROS) DUTCH BROS INC-CLASS A (new buy), (ARRY) ARRAY TECHNOLOGIES INC (added shares +63.26%), (CGNX) COGNEX CORP (new buy) and (APTV) APTIV PLC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (43.82%), (PWR) QUANTA SERVICES INC (12.32%), (EEFT) EURONET WORLDWIDE INC (11.91%), (ARRY) ARRAY TECHNOLOGIES INC (6.66%) and (SEDG) SOLAREDGE TECHNOLOGIES INC (6.65%).

In the latest report(s) the following changes have been made to the top investments: (PWR) QUANTA SERVICES INC (added shares +69.83%) and (ARRY) ARRAY TECHNOLOGIES INC (added shares +63.26%).

2023 Q1 (10 results)
BROS
buy
+356,803
+2.90%
$31.63
7.97% $29.11
2.90%
CGNX
buy
+12,100
+0.15%
$49.55
11.60% $55.30
0.15%
APTV
buy
+4,800
+0.14%
$112.19
12.66% $97.99
0.14%
PWR
+69.83%
+118,150
+5.07%
$166.64
9.72% $182.83
12.32%
ARRY
+63.26%
+458,600
+2.58%
$21.88
2.56% $22.44
6.66%
INTU
-5.44%
-2,400
-0.28%
$445.83
3.20% $431.55
4.78%
RIVN
-11.59%
-65,800
-0.26%
$15.48
10.40% $13.87
2.00%
ADSK
-21.31%
-3,850
-0.21%
$208.16
3.25% $201.39
0.76%
APH
-36.02%
-15,900
-0.33%
$81.72
4.27% $78.23
0.59%
LTHM
-100.00%
-84,080
-0.43%
$19.87
31.61% $26.15
0.00%
2022 Q4 (12 results)
SEDG
buy
+85,000
+7.79%
$283.27
0.33% $282.33
7.79%
PWR
buy
+169,193
+7.80%
$142.50
28.30% $182.83
7.80%
SHLS
buy
+735,488
+5.87%
$24.67
2.68% $24.01
5.87%
ARRY
buy
+725,000
+4.53%
$19.33
16.09% $22.44
4.53%
RIVN
+151.46%
+342,000
+2.04%
$18.43
24.74% $13.87
3.39%
ADSK
-14.64%
-3,100
-0.19%
$186.87
7.77% $201.39
1.09%
APH
-16.62%
-8,800
-0.22%
$76.14
2.74% $78.23
1.09%
EEFT
-31.53%
-190,531
-5.82%
$94.38
18.57% $111.91
12.63%
LTHM
-97.18%
-2,894,500
-18.61%
$19.87
31.61% $26.15
0.00%
GNRC
-100.00%
-3,830
-0.22%
$178.07
34.42% $116.77
0.00%
BABA
-100.00%
-479,571
-12.41%
$79.99
6.89% $85.50
0.00%
ECL
-100.00%
-9,420
-0.44%
$144.37
22.93% $177.48
0.00%
2022 Q3 (7 results)
RIVN
buy
+225,800
+2.08%
$32.91
57.85% $13.87
2.08%
GNRC
buy
+3,830
+0.19%
$178.07
34.42% $116.77
0.00%
INTU
buy
+44,100
+4.78%
$387.32
11.42% $431.55
4.78%
EEFT
+8.98%
+49,761
+1.05%
$75.76
47.72% $111.91
12.80%
LTHM
-24.40%
-961,500
-8.24%
$30.65
14.68% $26.15
25.53%
BABA
-41.84%
-345,000
-7.72%
$79.99
6.89% $85.50
0.00%
GPN
-100.00%
-242,860
-7.51%
$110.64
9.54% $100.09
0.00%
2022 Q2 (16 results)
ADSK
+57.16%
+7,700
+0.30%
$171.94
17.13% $201.39
0.83%
ECL
+22.02%
+1,700
+0.06%
$153.72
15.46% $177.48
0.33%
EL
+21.05%
+1,800
+0.10%
$254.64
30.67% $176.53
0.60%
MSFT
-4.40%
-27,200
-1.60%
$256.83
27.24% $326.79
34.68%
LTHM
-7.79%
-333,000
-1.73%
$22.69
15.25% $26.15
20.43%
EEFT
-10.94%
-68,075
-1.57%
$100.59
11.25% $111.91
12.75%
PG
-17.24%
-4,800
-0.16%
$143.77
1.94% $146.56
0.76%
BABA
-20.25%
-209,390
-5.44%
$113.68
24.79% $85.50
21.42%
GPN
-66.94%
-491,813
-12.44%
$110.64
9.54% $100.09
0.00%
META
-100.00%
-5,180
-0.26%
$222.39
19.14% $264.95
0.00%
GOOGL
-100.00%
-24,380
-0.77%
$139.05
12.10% $122.23
0.00%
NOW
-100.00%
-6,202
-0.79%
$556.92
4.11% $534.03
0.00%
AMZN
-100.00%
-32,140
-1.20%
$163.01
24.28% $123.43
0.00%
UBER
-100.00%
-26,950
-0.22%
$35.70
14.83% $40.99
0.00%
DT
-100.00%
-1,466,050
-15.78%
$47.10
8.20% $50.96
0.00%
ADBE
-100.00%
-1,185
-0.12%
$455.70
0.37% $454.00
0.00%
45 of 395

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.