Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $485.79M≈ (-$37M≈)
- Previous value:
- $522.96M≈
- # of changes:
- 7
- New positions:
- 3
- Reported for:
- 30 Jun 2017 (Q2)
- Latest filing date:
- 14 Aug 2017
Joho Capital has disclosed a total of 7 changes to the portfolio in the (2017 Q2) SEC report(s): increased the number of shares of 1, bought 3 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).
7 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Bright Scholar Education Holdings Ltd, CL-A
|
new
|
$11.90
|
|
0.86%
|
2017 Q2
|
≈ 0.25 years
|
||||
|
|
Mohawk Industries Inc
|
new
|
$241.69
|
-43.27%($137.10)
|
7.28%
|
2017 Q2
|
≈ 0.25 years
|
||||
|
|
Starbucks Corp
|
new
|
$58.33
|
+82.14%($106.23)
|
0.12%
|
2017 Q2
|
≈ 0.25 years
|
||||
|
|
Hexcel Corp
|
+85.35%
|
$52.79
|
+99.58%($105.36)
|
7.78%
|
2013 Q2 or earlier
|
≈ 4.25+ years
|
||||
|
|
Alibaba Group Holding Ltd
|
-8.38%
|
$140.90
|
-8.86%($128.41)
|
34.90%
|
2015 Q2
|
≈ 2.25 years
|
||||
|
|
GRUBHUB INC/OLD
|
-80.17%
|
$43.60
|
|
7.78%
|
2015 Q2
|
≈ 2.25 years
|
||||
|
|
Etsy, Inc
|
-100%
|
$10.63
|
+700.90%($85.14)
|
0.00%
|
2016 Q1
|
≈ 1.25 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.