Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Robert Karr

Joho Capital

Joho Capital Portfolio 13F

Robert Karr Holdings Activity

Portfolio value:
$413.65M≈ (-$46M≈)
Previous value:
$459.21M≈
# of changes:
5
New positions:
0
Reported for:
30 Sep 2018 (Q3)
Latest filing date:
13 Nov 2018
Joho Capital has disclosed a total of 5 changes to the portfolio in the (2018 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 2018 Q3?

During 2018 Q3 Robert Karr has bought (FND) Floor & Decor Holdings Inc (added shares +97.09%).

What did Robert Karr invest in during 2018 Q3?

Robert Karr's top 5 holdings (by % of portfolio) were (BABA) Alibaba Group Holding Ltd (32.17%), (CGNX) Cognex Corp (30.59%), (FND) Floor & Decor Holdings Inc (21.53%), (HXL) Hexcel Corp (13.39%) and (FEDU) Four Seasons Education Cayman (1.84%).
In the 2018 Q3 report(s) the following changes have been made to the top investments: (BABA) Alibaba Group Holding Ltd (reduced shares -9.32%), (CGNX) Cognex Corp (reduced shares -26.14%) and (FND) Floor & Decor Holdings Inc (added shares +97.09%).
* 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.