Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $625.88M≈ (-$836M≈)
- Previous value:
- $1.46B≈
- # of changes:
- 18
- New positions:
- 0
- Reported for:
- 31 Mar 2014 (Q1)
- Latest filing date:
- 15 May 2014
Joho Capital has disclosed a total of 18 changes to the portfolio in the (2014 Q1) SEC report(s): decreased the number of shares of 11 and completely sold out 7 position(s).
What stocks did Robert Karr buy in 2014 Q1?
During 2014 Q1 Robert Karr has not purchased any securities.
In the 2014 Q1 report(s) the following changes have been made to the top investments: (BIDU) Baidu Inc (reduced shares -38.71%), (GOOGL) Alphabet Inc, CL-A (reduced shares -62.54%), (VECO) Veeco Instruments Inc (reduced shares -39.62%), (TAL) TAL Education Group (reduced shares -4.43%) and (VIPS) Vipshop Holdings Limited (reduced shares -57.26%).
18 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
|
-1.98%
|
$41.63
|
|
6.00%
|
2013 Q4
|
≈ 0.50 years
|
||||
|
|
TAL Education Group
|
-4.43%
|
$3.75
|
+226.91%($12.27)
|
9.36%
|
2013 Q2 or earlier
|
≈ 1.00+ year
|
||||
|
|
VNET Group Inc DRC
|
-27.32%
|
$28.70
|
-74.48%($7.32)
|
7.72%
|
2013 Q2 or earlier
|
≈ 1.00+ year
|
||||
|
|
Baidu Inc
|
-38.71%
|
$152.38
|
-27.94%($109.81)
|
22.21%
|
2013 Q2 or earlier
|
≈ 1.00+ year
|
||||
|
|
Veeco Instruments Inc
|
-39.62%
|
$41.93
|
+25.41%($52.58)
|
10.26%
|
2013 Q2 or earlier
|
≈ 1.00+ year
|
||||
|
|
Vipshop Holdings Limited
|
-57.26%
|
$14.93
|
+4.65%($15.62)
|
7.81%
|
2013 Q3
|
≈ 0.75 years
|
||||
|
|
Hexcel Corp
|
-59.69%
|
$43.54
|
+136.04%($102.77)
|
3.86%
|
2013 Q2 or earlier
|
≈ 1.00+ year
|
||||
|
|
Alphabet Inc, CL-A
|
-62.54%
|
$27.86
|
+1,172.85%($354.65)
|
14.97%
|
2013 Q2 or earlier
|
≈ 1.00+ year
|
||||
|
|
YOUKU TUDOU INC-ADR
|
-62.88%
|
$28.04
|
|
4.24%
|
2013 Q2 or earlier
|
≈ 1.00+ year
|
||||
|
|
Yelp Inc
|
-68.13%
|
$76.93
|
-66.00%($26.16)
|
7.58%
|
2013 Q2 or earlier
|
≈ 1.00+ year
|
||||
* 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.