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Robert Karr

Joho Capital

Joho Capital Portfolio 13F

Robert Karr Holdings Activity

Portfolio value:
$458.36M≈ (-$27M≈)
Previous value:
$485.79M≈
# of changes:
5
New positions:
0
Reported for:
30 Sep 2017 (Q3)
Latest filing date:
13 Nov 2017
Joho Capital has disclosed a total of 5 changes to the portfolio in the (2017 Q3) SEC report(s): increased the number of shares of 1, decreased the number of shares of 2 and completely sold out 2 position(s).

What stocks did Robert Karr buy in 2017 Q3?

During 2017 Q3 Robert Karr has bought (SBUX) Starbucks Corp (added shares +36.45%).

What did Robert Karr invest in during 2017 Q3?

Robert Karr's top 5 holdings (by % of portfolio) were (BABA) Alibaba Group Holding Ltd (36.69%), (CGNX) Cognex Corp (31.19%), (CSTE) CAESARSTONE LTD (15.10%), (HXL) Hexcel Corp (8.97%) and (MHK) Mohawk Industries Inc (7.90%).
In the 2017 Q3 report(s) the following changes have been made to the top investments: (BABA) Alibaba Group Holding Ltd (reduced shares -19.08%) and (CGNX) Cognex Corp (reduced shares -7.66%).
* 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.