Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $498.02M≈ (-$10M≈)
- Previous value:
- $508.20M≈
- # of changes:
- 8
- New positions:
- 0
- Reported for:
- 31 Dec 2016 (Q4)
- Latest filing date:
- 14 Feb 2017
Joho Capital has disclosed a total of 8 changes to the portfolio in the (2016 Q4) SEC report(s): increased the number of shares of 3, decreased the number of shares of 2 and completely sold out 3 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CAESARSTONE LTD
|
+87.11%
|
$28.65
|
-92.67%($2.10)
|
14.80%
|
2016 Q1
|
≈ 1.00 year
|
||||
|
|
GRUBHUB INC/OLD
|
+27.22%
|
$37.62
|
|
33.02%
|
2015 Q2
|
≈ 1.75 years
|
||||
|
|
Alibaba Group Holding Ltd
|
+8.35%
|
$87.81
|
+44.24%($126.66)
|
23.15%
|
2015 Q2
|
≈ 1.75 years
|
||||
|
|
Cognex Corp
|
-3.64%
|
$31.81
|
+116.03%($68.72)
|
20.81%
|
2015 Q3
|
≈ 1.50 years
|
||||
|
|
Etsy, Inc
|
-35.08%
|
$11.78
|
+563.75%($78.19)
|
3.23%
|
2016 Q1
|
≈ 1.00 year
|
||||
|
|
Amazon.com Inc
|
-100%
|
$41.86
|
+552.29%($273.07)
|
0.00%
|
2015 Q2
|
≈ 1.50 years
|
||||
|
|
Baidu Inc
|
-100%
|
$182.05
|
-39.90%($109.40)
|
0.00%
|
2015 Q4
|
≈ 1.00 year
|
||||
|
|
Multi-Color Corp
|
-100%
|
$66.00
|
|
0.00%
|
2015 Q4
|
≈ 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.