Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $590.14M≈ (-$65M≈)
- Previous value:
- $654.99M≈
- # of changes:
- 11
- New positions:
- 1
- Reported for:
- 30 Sep 2014 (Q3)
- Latest filing date:
- 14 Nov 2014
Joho Capital has disclosed a total of 11 changes to the portfolio in the (2014 Q3) SEC report(s): increased the number of shares of 2, bought 1 totally new and decreased the number of shares of 8 position(s).
11 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
QUNAR CAYMAN ISLANDS LTD-ADR
|
new
|
$27.65
|
|
4.74%
|
2014 Q3
|
≈ 0.25 years
|
||||
|
|
Alphabet Inc, CL-C
|
+31.41%
|
$28.78
|
+1,140.88%($357.14)
|
11.05%
|
2014 Q2
|
≈ 0.50 years
|
||||
|
|
Hexcel Corp
|
+12.80%
|
$39.70
|
+162.72%($104.30)
|
4.21%
|
2013 Q2 or earlier
|
≈ 1.50+ years
|
||||
|
|
TAL Education Group
|
-3.06%
|
$5.82
|
+108.73%($12.16)
|
14.76%
|
2013 Q2 or earlier
|
≈ 1.50+ years
|
||||
|
|
Vipshop Holdings Limited
|
-12.59%
|
$18.90
|
-18.34%($15.44)
|
6.78%
|
2013 Q3
|
≈ 1.25 years
|
||||
|
|
Baidu Inc
|
-14.93%
|
$218.23
|
-50.15%($108.78)
|
25.50%
|
2013 Q2 or earlier
|
≈ 1.50+ years
|
||||
|
|
Veeco Instruments Inc
|
-18.88%
|
$34.95
|
+49.58%($52.28)
|
6.48%
|
2013 Q2 or earlier
|
≈ 1.50+ years
|
||||
|
|
VNET Group Inc DRC
|
-27.30%
|
$18.00
|
-60.72%($7.07)
|
3.55%
|
2013 Q2 or earlier
|
≈ 1.50+ years
|
||||
|
|
TARENA INTERNATIONAL INC-ADR
|
-29.51%
|
$12.93
|
|
3.45%
|
2014 Q2
|
≈ 0.50 years
|
||||
|
|
Yelp Inc
|
-67.37%
|
$68.25
|
-63.17%($25.14)
|
2.21%
|
2013 Q2 or earlier
|
≈ 1.50+ 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.