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Robert Karr

Joho Capital

Joho Capital Portfolio 13F

Robert Karr Holdings Activity

Portfolio value:
$522.96M≈ (+$25M≈)
Previous value:
$498.02M≈
# of changes:
4
New positions:
0
Reported for:
31 Mar 2017 (Q1)
Latest filing date:
15 May 2017
Joho Capital has disclosed a total of 4 changes to the portfolio in the (2017 Q1) SEC report(s): decreased the number of shares of 2 and completely sold out 2 position(s).

What stocks did Robert Karr buy in 2017 Q1?

During 2017 Q1 Robert Karr has not purchased any securities.

What did Robert Karr invest in during 2017 Q1?

Robert Karr's top 5 holdings (by % of portfolio) were (GRUB) GRUBHUB INC/OLD (27.49%), (BABA) Alibaba Group Holding Ltd (27.08%), (CGNX) Cognex Corp (22.53%), (CSTE) CAESARSTONE LTD (16.10%) and (HXL) Hexcel Corp (4.03%).
In the 2017 Q1 report(s) the following changes have been made to the top investments: (CGNX) Cognex Corp (reduced shares -13.81%) and (CSTE) CAESARSTONE LTD (reduced shares -9.72%).
* 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.