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%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2024 Q1 (10 results)

MTCH

MATCH GROUP INC

buy

+186,000

+0.94%

$36.28

8.35% $33.25

0.94%

BMBL

BUMBLE INC-A

buy

+550,000

+0.87%

$11.35

19.56% $9.13

0.87%

BROS

DUTCH BROS INC-CLASS A

+428.88%

+1,106,511

+5.06%

$33.00

15.21% $38.02

6.25%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+111.58%

+3,387,539

+5.25%

$11.18

39.80% $6.73

9.96%

ADBE

ADOBE INC

+108.88%

+90,700

+6.35%

$504.60

7.50% $542.44

12.18%

NU HOLDINGS LTD/CAYMAN ISL-A

+85.30%

+981,000

+1.62%

$11.93

4.02% $12.41

3.53%

NXT

NEXTRACKER INC-CL A

-31.67%

-265,000

-2.07%

$56.27

15.98% $47.28

4.46%

ADSK

AUTODESK INC

-39.31%

-3,900

-0.14%

$260.42

7.51% $240.86

0.22%

INTU

INTUIT INC

-100.00%

-2,638

-0.23%

$625.03

1.33% $633.36

0.00%

RIVN

RIVIAN AUTOMOTIVE INC-A

-100.00%

-367,000

-1.19%

$23.46

30.90% $16.21

0.00%

2023 Q4 (16 results)

ANSS

ANSYS INC

buy

+5,230

+0.34%

$362.88

13.95% $312.26

0.34%

MCD

MCDONALD'S CORP

buy

+4,200

+0.23%

$296.51

15.01% $252.00

0.23%

ADBE

ADOBE INC

buy

+83,300

+9.01%

$596.60

9.08% $542.44

9.01%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+169.75%

+1,910,518

+5.38%

$15.54

56.69% $6.73

8.55%

APH

AMPHENOL CORP-CL A

+38.95%

+22,000

+0.20%

$49.57

28.84% $63.86

0.71%

MSFT

MICROSOFT CORP

+10.31%

+60,900

+4.15%

$376.04

13.09% $425.27

44.42%

NXT

NEXTRACKER INC-CL A

+2.14%

+17,500

+0.15%

$46.85

0.92% $47.28

7.10%

BROS

DUTCH BROS INC-CLASS A

+1.26%

+3,200

+0.02%

$31.67

20.05% $38.02

1.48%

PWR

QUANTA SERVICES INC

+0.97%

+2,800

+0.11%

$215.80

18.97% $256.73

11.35%

UBER

UBER TECHNOLOGIES INC

+0.88%

+8,900

+0.10%

$61.57

4.60% $64.40

11.37%

RIVN

RIVIAN AUTOMOTIVE INC-A

-26.89%

-135,000

-0.57%

$23.46

30.90% $16.21

0.00%

ADSK

AUTODESK INC

-30.24%

-4,300

-0.19%

$243.48

1.08% $240.86

0.44%

INTU

INTUIT INC

-93.97%

-41,092

-4.66%

$625.03

1.33% $633.36

0.00%

ESTEE LAUDER COMPANIES-CL A

-100.00%

-11,802

-0.31%

$144.55

30.32% $100.72

0.00%

SEDG

SOLAREDGE TECHNOLOGIES INC

-100.00%

-56,750

-1.33%

$129.51

78.71% $27.57

0.00%

GOOG

ALPHABET INC-CL C

-100.00%

-250,300

-5.98%

$131.85

27.93% $168.68

0.00%

2023 Q3 (9 results)

BROS

DUTCH BROS INC-CLASS A

buy

+254,803

+1.33%

$23.25

63.53% $38.02

1.33%

UBER

UBER TECHNOLOGIES INC

+130.59%

+572,000

+5.92%

$45.99

40.03% $64.40

10.45%

GOOG

ALPHABET INC-CL C

+65.43%

+99,000

+2.94%

$131.85

27.93% $168.68

0.00%

NXT

NEXTRACKER INC-CL A

+1.36%

+11,000

+0.10%

$40.16

17.73% $47.28

7.40%

SEDG

SOLAREDGE TECHNOLOGIES INC

-33.24%

-28,250

-0.82%

$129.51

78.71% $27.57

0.00%

EEFT

EURONET WORLDWIDE INC

-100.00%

-363,659

-9.61%

$117.37

14.79% $100.01

0.00%

LTHM

LIVENT CORP

-100.00%

-710,000

-4.38%

$27.43

39.81% $16.51

0.00%

ARRY

ARRAY TECHNOLOGIES INC

-100.00%

-142,734

-0.73%

$22.60

50.35% $11.22

0.00%

CGNX

COGNEX CORP

-100.00%

-12,100

-0.15%

$56.02

11.32% $49.68

0.00%

2023 Q2 (13 results)

UBER

UBER TECHNOLOGIES INC

buy

+438,000

+3.80%

$43.17

49.18% $64.40

3.80%

NXT

NEXTRACKER INC-CL A

buy

+808,169

+6.46%

$39.81

18.76% $47.28

6.46%

GOOG

ALPHABET INC-CL C

buy

+151,300

+3.68%

$120.97

39.44% $168.68

3.68%

NU HOLDINGS LTD/CAYMAN ISL-A

buy

+1,150,000

+1.82%

$7.89

57.29% $12.41

1.82%

LTHM

LIVENT CORP

buy

+710,000

+3.91%

$27.43

39.81% $16.51

0.00%

SHLS

SHOALS TECHNOLOGIES GROUP -A

+53.03%

+390,000

+2.00%

$25.56

73.67% $6.73

5.78%

ESTEE LAUDER COMPANIES-CL A

+14.01%

+1,450

+0.06%

$196.38

48.71% $100.72

0.47%

INTU

INTUIT INC

+4.87%

+2,030

+0.19%

$458.19

38.23% $633.36

4.03%

EEFT

EURONET WORLDWIDE INC

-12.09%

-50,000

-1.18%

$117.37

14.79% $100.01

0.00%

ARRY

ARRAY TECHNOLOGIES INC

-87.94%

-1,040,866

-4.73%

$22.60

50.35% $11.22

0.00%

SPG

SIMON PROPERTY GROUP INC

-100.00%

-13,970

-0.31%

$111.97

36.15% $152.45

0.00%

APTV

APTIV PLC

-100.00%

-4,800

-0.11%

$112.19

38.73% $68.74

0.00%

BROS

DUTCH BROS INC-CLASS A

-100.00%

-356,803

-2.27%

$31.63

20.20% $38.02

0.00%

48 of 443

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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.