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%).
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.