Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $521.37M≈ (-$69M≈)
- Previous value:
- $590.14M≈
- # of changes:
- 12
- New positions:
- 0
- Reported for:
- 31 Dec 2014 (Q4)
- Latest filing date:
- 17 Feb 2015
Joho Capital has disclosed a total of 12 changes to the portfolio in the (2014 Q4) SEC report(s): increased the number of shares of 4, decreased the number of shares of 6 and completely sold out 2 position(s).
12 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Yelp Inc
|
+152.09%
|
$54.73
|
-54.06%($25.14)
|
5.05%
|
2013 Q2 or earlier
|
≈ 1.75+ years
|
||||
|
|
QUNAR CAYMAN ISLANDS LTD-ADR
|
+49.13%
|
$28.43
|
|
8.23%
|
2014 Q3
|
≈ 0.50 years
|
||||
|
|
Hexcel Corp
|
+37.01%
|
$41.49
|
+151.39%($104.30)
|
6.82%
|
2013 Q2 or earlier
|
≈ 1.75+ years
|
||||
|
|
Alphabet Inc, CL-C
|
+33.37%
|
$26.24
|
+1,261.00%($357.14)
|
15.21%
|
2014 Q2
|
≈ 0.75 years
|
||||
|
|
TARENA INTERNATIONAL INC-ADR
|
-0.48%
|
$11.10
|
|
3.34%
|
2014 Q2
|
≈ 0.75 years
|
||||
|
|
TAL Education Group
|
-1.86%
|
$4.68
|
+159.63%($12.16)
|
13.19%
|
2013 Q2 or earlier
|
≈ 1.75+ years
|
||||
|
|
MEAD JOHNSON NUTRITION CO
|
-4.35%
|
$100.54
|
|
8.48%
|
2013 Q2 or earlier
|
≈ 1.75+ years
|
||||
|
|
Baidu Inc
|
-20.74%
|
$227.97
|
-52.28%($108.78)
|
23.90%
|
2013 Q2 or earlier
|
≈ 1.75+ years
|
||||
|
|
VNET Group Inc DRC
|
-31.32%
|
$15.47
|
-54.30%($7.07)
|
2.37%
|
2013 Q2 or earlier
|
≈ 1.75+ years
|
||||
|
|
Veeco Instruments Inc
|
-36.15%
|
$34.88
|
+49.88%($52.28)
|
4.67%
|
2013 Q2 or earlier
|
≈ 1.75+ 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.