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%).

2024 Q4 (7 results)
ADBE
+64.13%
+74,200
+5.73%
$444.68
18.84% $360.91
14.65%
PWR
-14.65%
-42,500
-2.33%
$316.05
10.74% $282.12
13.58%
MSFT
-14.65%
-95,500
-6.99%
$421.50
8.11% $387.30
40.68%
UBER
-20.26%
-252,000
-2.64%
$60.32
29.48% $78.10
10.38%
BMBL
-50.00%
-675,000
-0.95%
$8.14
45.45% $4.44
0.95%
TXRH
-100.00%
-1,600
-0.05%
$176.60
8.36% $161.84
0.00%
NU
-100.00%
-2,131,000
-5.05%
$13.65
13.92% $11.75
0.00%
2024 Q3 (5 results)
TXRH
buy
+1,600
+0.04%
$176.60
8.36% $161.84
0.00%
BROS
+40.67%
+555,000
+2.81%
$32.03
92.04% $61.51
9.71%
ADBE
-18.92%
-27,000
-2.21%
$517.78
30.30% $360.91
9.46%
STZ
-18.98%
-2,300
-0.09%
$257.69
27.24% $187.50
0.40%
SHLS
-100.00%
-9,642,545
-9.50%
$6.24
45.51% $3.40
0.00%
2024 Q2 (9 results)
BMBL
+145.45%
+800,000
+1.19%
$10.51
57.75% $4.44
2.01%
SHLS
+50.11%
+3,219,000
+2.84%
$6.24
45.51% $3.40
0.00%
UBER
+22.08%
+225,000
+2.31%
$72.68
7.46% $78.10
12.79%
ADBE
-17.99%
-31,300
-2.46%
$555.54
35.03% $360.91
11.21%
STZ
-33.49%
-6,100
-0.22%
$257.28
27.12% $187.50
0.44%
MCD
-100.00%
-4,200
-0.17%
$281.95
12.15% $316.22
0.00%
NXT
-100.00%
-571,669
-4.55%
$56.27
24.74% $42.35
0.00%
ADSK
-100.00%
-6,020
-0.22%
$260.42
4.34% $271.71
0.00%
MTCH
-100.00%
-186,000
-0.95%
$36.28
16.79% $30.19
0.00%
2024 Q1 (10 results)
MTCH
buy
+186,000
+0.94%
$36.28
16.79% $30.19
0.00%
BMBL
buy
+550,000
+0.87%
$11.35
60.88% $4.44
0.87%
BROS
+428.88%
+1,106,511
+5.06%
$33.00
86.39% $61.51
6.25%
SHLS
+111.58%
+3,387,539
+5.25%
$11.18
69.59% $3.40
9.96%
ADBE
+108.88%
+90,700
+6.35%
$504.60
28.48% $360.91
12.18%
NU
+85.30%
+981,000
+1.62%
$11.93
1.51% $11.75
3.53%
NXT
-31.67%
-265,000
-2.07%
$56.27
24.74% $42.35
0.00%
ADSK
-39.31%
-3,900
-0.14%
$260.42
4.34% $271.71
0.00%
RIVN
-100.00%
-367,000
-1.19%
$23.46
48.47% $12.09
0.00%
INTU
-100.00%
-2,638
-0.23%
$625.03
1.63% $614.83
0.00%
2023 Q4 (16 results)
ANSS
buy
+5,230
+0.34%
$362.88
12.82% $316.36
0.34%
MCD
buy
+4,200
+0.23%
$296.51
6.65% $316.22
0.23%
ADBE
buy
+83,300
+9.01%
$596.60
39.51% $360.91
9.01%
SHLS
+169.75%
+1,910,518
+5.38%
$15.54
78.12% $3.40
8.55%
APH
+38.95%
+22,000
+0.20%
$49.57
53.39% $76.03
0.71%
MSFT
+10.31%
+60,900
+4.15%
$376.04
2.99% $387.30
44.42%
NXT
+2.14%
+17,500
+0.15%
$46.85
9.61% $42.35
7.10%
BROS
+1.26%
+3,200
+0.02%
$31.67
94.22% $61.51
1.48%
PWR
+0.97%
+2,800
+0.11%
$215.80
30.73% $282.12
11.35%
UBER
+0.88%
+8,900
+0.10%
$61.57
26.85% $78.10
11.37%
RIVN
-26.89%
-135,000
-0.57%
$23.46
48.47% $12.09
0.00%
ADSK
-30.24%
-4,300
-0.19%
$243.48
11.59% $271.71
0.44%
INTU
-93.97%
-41,092
-4.66%
$625.03
1.63% $614.83
0.00%
EL
-100.00%
-11,802
-0.31%
$144.55
59.43% $58.65
0.00%
SEDG
-100.00%
-56,750
-1.33%
$129.51
90.95% $11.72
0.00%
GOOG
-100.00%
-250,300
-5.98%
$131.85
22.46% $161.47
0.00%
47 of 464

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.