Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $309.04M≈ (-$49M≈)
- Previous value:
- $357.66M≈
- # of changes:
- 12
- New positions:
- 4
- Reported for:
- 31 Dec 2022 (Q4)
- Latest filing date:
- 14 Feb 2023
Joho Capital has disclosed a total of 12 changes to the portfolio in the (2022 Q4) SEC report(s): increased the number of shares of 1, bought 4 totally new, decreased the number of shares of 4 and completely sold out 3 position(s).
What stocks did Robert Karr buy in 2022 Q4?
12 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Array TechnologiesInc
|
new
|
+725,000
|
725,000
|
+4.53%
|
$19.33
|
-69.37%($5.92)
|
4.53%
|
2022 Q4
|
≈ 0.25 years
|
|
|
|
Quanta Services Inc
|
new
|
+169,193
|
169,193
|
+7.8%
|
$142.50
|
+386.13%($692.74)
|
7.80%
|
2022 Q4
|
≈ 0.25 years
|
|
|
|
Shoals Technologies Group Inc
|
new
|
+735,488
|
735,488
|
+5.87%
|
$24.67
|
-63.66%($8.96)
|
5.87%
|
2022 Q4
|
≈ 0.25 years
|
|
|
|
SolarEdge Technologies Inc
|
new
|
+85,000
|
85,000
|
+7.79%
|
$283.27
|
-83.32%($47.26)
|
7.79%
|
2022 Q4
|
≈ 0.25 years
|
|
|
|
Rivian Automotive Inc
|
+151.46%
|
+342,000
|
567,800
|
+2.04%
|
$18.43
|
-14.30%($15.80)
|
3.39%
|
2022 Q3
|
≈ 0.50 years
|
|
|
|
Autodesk Inc
|
-14.64%
|
-3,100
|
18,070
|
-0.16%
|
$186.87
|
+26.28%($235.98)
|
1.09%
|
2021 Q1
|
≈ 2.00 years
|
|
|
|
Amphenol Corp
|
-16.62%
|
-17,600
|
88,280
|
-0.19%
|
$38.07
|
+339.91%($167.48)
|
1.09%
|
2021 Q1
|
≈ 2.00 years
|
|
|
|
Euronet Worldwide Inc
|
-31.53%
|
-190,531
|
413,659
|
-5.03%
|
$94.38
|
-21.14%($74.43)
|
12.63%
|
2020 Q3
|
≈ 2.50 years
|
|
|
|
Livent Corp
|
-97.18%
|
-2,894,500
|
84,080
|
-16.08%
|
$19.87
|
|
0.54%
|
2019 Q3
|
≈ 3.50 years
|
|
|
|
Alibaba Group Holding Ltd
|
-100%
|
-479,571
|
0
|
-10.73%
|
$79.99
|
+59.64%($127.70)
|
0.00%
|
2015 Q2
|
≈ 7.50 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.