Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $722.75M≈ (-$21M≈)
- Previous value:
- $743.78M≈
- # of changes:
- 14
- New positions:
- 2
- Reported for:
- 31 Dec 2021 (Q4)
- Latest filing date:
- 14 Feb 2022
Joho Capital has disclosed a total of 14 changes to the portfolio in the (2021 Q4) SEC report(s): increased the number of shares of 8, bought 2 totally new, decreased the number of shares of 2 and completely sold out 2 position(s).
What stocks did Robert Karr buy in 2021 Q4?
During 2021 Q4 Robert Karr has bought 10 securities out of which top 5 purchases (by % change to portfolio) were (BABA) Alibaba Group Holding Ltd (added shares +0.10%), (GPN) Global Payments Inc (added shares +0.38%), (EEFT) Euronet Worldwide Inc (added shares +44.24%), (DT) Dynatrace Holdings LLC (added shares +0.45%) and (AMZN) Amazon.com Inc (added shares +3.54%).
14 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Fidelity National Information Services Inc
|
new
|
+5,600
|
5,600
|
+0.08%
|
$109.11
|
-60.61%($42.98)
|
0.08%
|
2021 Q4
|
≈ 0.25 years
|
|
|
|
Simon Property Group Inc
|
new
|
+9,900
|
9,900
|
+0.22%
|
$159.80
|
+40.28%($224.16)
|
0.22%
|
2021 Q4
|
≈ 0.25 years
|
|
|
|
Autodesk Inc
|
+47.91%
|
+3,100
|
9,570
|
+0.12%
|
$281.19
|
-15.52%($237.56)
|
0.37%
|
2021 Q1
|
≈ 1.00 year
|
|
|
|
Euronet Worldwide Inc
|
+44.24%
|
+207,915
|
677,854
|
+3.43%
|
$119.17
|
-36.43%($75.76)
|
11.18%
|
2020 Q3
|
≈ 1.50 years
|
|
|
|
Alphabet Inc, CL-A
|
+30.71%
|
+4,300
|
18,300
|
+0.09%
|
$144.86
|
+149.28%($361.12)
|
0.37%
|
2020 Q4
|
≈ 1.25 years
|
|
|
|
Uber Technologies Inc
|
+28.64%
|
+6,000
|
26,950
|
+0.03%
|
$41.93
|
+60.10%($67.13)
|
0.16%
|
2021 Q1
|
≈ 1.00 year
|
|
|
|
Amazon.com Inc
|
+3.54%
|
+1,100
|
32,140
|
+0.03%
|
$166.71
|
+62.93%($271.62)
|
0.74%
|
2020 Q4
|
≈ 1.25 years
|
|
|
|
Dynatrace Holdings LLC
|
+0.45%
|
+4,950
|
1,113,550
|
+0.04%
|
$60.35
|
-14.75%($51.45)
|
9.30%
|
2020 Q4
|
≈ 1.25 years
|
|
|
|
Global Payments Inc
|
+0.38%
|
+3,000
|
789,648
|
+0.06%
|
$135.18
|
-34.58%($88.44)
|
14.77%
|
2019 Q2
|
≈ 2.75 years
|
|
|
|
Alibaba Group Holding Ltd
|
+0.10%
|
+1,000
|
957,791
|
+0.02%
|
$118.79
|
+8.10%($128.41)
|
15.74%
|
2015 Q2
|
≈ 6.75 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.