Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $700.63M≈ (-$22M≈)
- Previous value:
- $722.75M≈
- # of changes:
- 11
- New positions:
- 0
- Reported for:
- 31 Mar 2022 (Q1)
- Latest filing date:
- 16 May 2022
Joho Capital has disclosed a total of 11 changes to the portfolio in the (2022 Q1) SEC report(s): increased the number of shares of 6, decreased the number of shares of 4 and completely sold out 1 position(s).
What stocks did Robert Karr buy in 2022 Q1?
During 2022 Q1 Robert Karr has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (BABA) Alibaba Group Holding Ltd (added shares +7.95%), (DT) Dynatrace Holdings LLC (added shares +31.66%), (GOOGL) Alphabet Inc, CL-A (added shares +33.22%), (ADSK) Autodesk Inc (added shares +40.75%) and (EL) Estee Lauder Companies Inc (added shares +6.47%).
11 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Simon Property Group Inc
|
+41.11%
|
+4,070
|
13,970
|
+0.08%
|
$131.57
|
+70.38%($224.16)
|
0.26%
|
2021 Q4
|
≈ 0.50 years
|
|
|
|
Autodesk Inc
|
+40.75%
|
+3,900
|
13,470
|
+0.12%
|
$214.33
|
+10.84%($237.56)
|
0.41%
|
2021 Q1
|
≈ 1.25 years
|
|
|
|
Alphabet Inc, CL-A
|
+33.22%
|
+6,080
|
24,380
|
+0.12%
|
$139.05
|
+159.71%($361.12)
|
0.48%
|
2020 Q4
|
≈ 1.50 years
|
|
|
|
Dynatrace Holdings LLC
|
+31.66%
|
+352,500
|
1,466,050
|
+2.37%
|
$47.10
|
+9.24%($51.45)
|
9.86%
|
2020 Q4
|
≈ 1.50 years
|
|
|
|
Alibaba Group Holding Ltd
|
+7.95%
|
+76,170
|
1,033,961
|
+1.18%
|
$108.80
|
+18.02%($128.41)
|
16.06%
|
2015 Q2
|
≈ 7.00 years
|
|
|
|
Estee Lauder Companies Inc
|
+6.47%
|
+520
|
8,552
|
+0.02%
|
$272.33
|
-67.77%($87.77)
|
0.33%
|
2018 Q1
|
≈ 4.25 years
|
|
|
|
Global Payments Inc
|
-6.96%
|
-54,975
|
734,673
|
-1.04%
|
$136.84
|
-35.37%($88.44)
|
14.35%
|
2019 Q2
|
≈ 3.00 years
|
|
|
|
Euronet Worldwide Inc
|
-8.17%
|
-55,350
|
622,504
|
-1%
|
$130.15
|
-41.79%($75.76)
|
11.56%
|
2020 Q3
|
≈ 1.75 years
|
|
|
|
Adobe Systems Incorporated
|
-55.70%
|
-1,490
|
1,185
|
-0.09%
|
$455.70
|
-43.33%($258.23)
|
0.08%
|
2020 Q4
|
≈ 1.50 years
|
|
|
|
Meta Platforms Inc
|
-57.65%
|
-7,050
|
5,180
|
-0.22%
|
$222.39
|
+162.33%($583.41)
|
0.16%
|
2020 Q4
|
≈ 1.50 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.