Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $357.00M≈ (+$8M≈)
- Previous value:
- $349.25M≈
- # of changes:
- 9
- New positions:
- 4
- Reported for:
- 31 Dec 2015 (Q4)
- Latest filing date:
- 12 Feb 2016
Joho Capital has disclosed a total of 9 changes to the portfolio in the (2015 Q4) SEC report(s): increased the number of shares of 1, bought 4 totally new, decreased the number of shares of 2 and completely sold out 2 position(s).
9 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Baidu Inc
|
new
|
$189.04
|
-42.46%($108.78)
|
0.66%
|
2015 Q4
|
≈ 0.25 years
|
||||
|
|
Multi-Color Corp
|
new
|
$59.81
|
|
5.49%
|
2015 Q4
|
≈ 0.25 years
|
||||
|
|
Yelp Inc
|
new
|
$28.80
|
-12.72%($25.14)
|
0.55%
|
2015 Q4
|
≈ 0.25 years
|
||||
|
|
Yirendai Ltd
|
new
|
$9.45
|
-86.88%($1.24)
|
1.92%
|
2015 Q4
|
≈ 0.25 years
|
||||
|
|
Cognex Corp
|
+337.09%
|
$16.88
|
+304.09%($68.23)
|
14.57%
|
2015 Q3
|
≈ 0.50 years
|
||||
|
|
GRUBHUB INC/OLD
|
-5.33%
|
$24.20
|
|
20.19%
|
2015 Q2
|
≈ 0.75 years
|
||||
|
|
TAL Education Group
|
-53.47%
|
$7.75
|
+56.94%($12.16)
|
11.49%
|
2013 Q2 or earlier
|
≈ 2.75+ years
|
||||
|
|
MEAD JOHNSON NUTRITION CO
|
-100%
|
$70.40
|
|
0.00%
|
2013 Q2 or earlier
|
≈ 2.50+ years
|
||||
|
|
iKang Healthcare Group Inc
|
-100%
|
$14.80
|
|
0.00%
|
2015 Q2
|
≈ 0.50 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.