Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $1.46B≈ (+$129M≈)
- Previous value:
- $1.33B≈
- # of changes:
- 14
- New positions:
- 2
- Reported for:
- 31 Dec 2013 (Q4)
- Latest filing date:
- 12 Feb 2014
Joho Capital has disclosed a total of 14 changes to the portfolio in the (2013 Q4) SEC report(s): increased the number of shares of 5, bought 2 totally new and decreased the number of shares of 7 position(s).
What stocks did Robert Karr buy in 2013 Q4?
During 2013 Q4 Robert Karr has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (MJN) MEAD JOHNSON NUTRITION CO (added shares +27.70%), (VECO) Veeco Instruments Inc (added shares +169.51%), (YOKU) YOUKU TUDOU INC-ADR (added shares +33.54%), (VIPS) Vipshop Holdings Limited (added shares +98.83%) and (VNET) VNET Group Inc DRC (added shares +7.72%).
In the 2013 Q4 report(s) the following changes have been made to the top investments: (BIDU) Baidu Inc (reduced shares -18.70%), (GOOGL) Alphabet Inc, CL-A (reduced shares -9.16%), (MJN) MEAD JOHNSON NUTRITION CO (added shares +27.70%), (YELP) Yelp Inc (reduced shares -1.64%) and (VECO) Veeco Instruments Inc (added shares +169.51%).
14 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
58.com Inc
|
new
|
$38.34
|
|
2.41%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
QUNAR CAYMAN ISLANDS LTD-ADR
|
new
|
$26.52
|
|
0.05%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
Veeco Instruments Inc
|
+169.51%
|
$32.91
|
+59.78%($52.58)
|
5.71%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Vipshop Holdings Limited
|
+98.83%
|
$8.37
|
+86.72%($15.62)
|
4.38%
|
2013 Q3
|
≈ 0.50 years
|
||||
|
|
YOUKU TUDOU INC-ADR
|
+33.54%
|
$30.30
|
|
5.29%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
MEAD JOHNSON NUTRITION CO
|
+27.70%
|
$83.76
|
|
10.04%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
VNET Group Inc DRC
|
+7.72%
|
$23.52
|
-68.86%($7.32)
|
3.73%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Yelp Inc
|
-1.64%
|
$68.95
|
-62.07%($26.16)
|
9.12%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Alphabet Inc, CL-A
|
-9.16%
|
$28.02
|
+1,165.81%($354.65)
|
17.21%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Baidu Inc
|
-18.70%
|
$177.88
|
-38.27%($109.81)
|
18.11%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.