Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $437.60M≈ (-$84M≈)
- Previous value:
- $521.37M≈
- # of changes:
- 8
- New positions:
- 0
- Reported for:
- 31 Mar 2015 (Q1)
- Latest filing date:
- 15 May 2015
Joho Capital has disclosed a total of 8 changes to the portfolio in the (2015 Q1) SEC report(s): increased the number of shares of 3, decreased the number of shares of 3 and completely sold out 2 position(s).
8 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
|
+67.61%
|
$47.35
|
-46.91%($25.14)
|
8.72%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
TAL Education Group
|
+6.89%
|
$5.54
|
+119.54%($12.16)
|
19.86%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
MEAD JOHNSON NUTRITION CO
|
+2.86%
|
$100.53
|
|
10.40%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
Baidu Inc
|
-37.66%
|
$208.40
|
-47.80%($108.78)
|
16.23%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
TARENA INTERNATIONAL INC-ADR
|
-67.17%
|
$9.73
|
|
1.14%
|
2014 Q2
|
≈ 1.00 year
|
||||
|
|
Alphabet Inc, CL-A
|
-95.39%
|
$27.74
|
+1,191.09%($358.11)
|
0.50%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
Veeco Instruments Inc
|
-100%
|
$34.88
|
+49.88%($52.28)
|
0.00%
|
2013 Q2 or earlier
|
≈ 1.75+ years
|
||||
|
|
VNET Group Inc DRC
|
-100%
|
$15.47
|
-54.30%($7.07)
|
0.00%
|
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.