Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $388.70M≈ (+$80M≈)
- Previous value:
- $309.04M≈
- # of changes:
- 10
- New positions:
- 3
- Reported for:
- 31 Mar 2023 (Q1)
- Latest filing date:
- 15 May 2023
Joho Capital has disclosed a total of 10 changes to the portfolio in the (2023 Q1) SEC report(s): increased the number of shares of 2, bought 3 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).
What stocks did Robert Karr buy in 2023 Q1?
10 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
APTIV IRISH HOLDINGS LTD
|
new
|
+4,800
|
4,800
|
+0.14%
|
$112.19
|
-56.93%($48.32)
|
0.14%
|
2023 Q1
|
≈ 0.25 years
|
|
|
|
Cognex Corp
|
new
|
+12,100
|
12,100
|
+0.15%
|
$49.55
|
+42.50%($70.61)
|
0.15%
|
2023 Q1
|
≈ 0.25 years
|
|
|
|
Dutch Bros Inc
|
new
|
+356,803
|
356,803
|
+2.9%
|
$31.63
|
+103.86%($64.48)
|
2.90%
|
2023 Q1
|
≈ 0.25 years
|
|
|
|
Quanta Services Inc
|
+69.83%
|
+118,150
|
287,343
|
+5.07%
|
$166.64
|
+315.71%($692.74)
|
12.32%
|
2022 Q4
|
≈ 0.50 years
|
|
|
|
Array TechnologiesInc
|
+63.26%
|
+458,600
|
1,183,600
|
+2.58%
|
$21.88
|
-72.94%($5.92)
|
6.66%
|
2022 Q4
|
≈ 0.50 years
|
|
|
|
Intuit Inc
|
-5.44%
|
-2,400
|
41,700
|
-0.35%
|
$445.83
|
-27.97%($321.14)
|
4.78%
|
2022 Q3
|
≈ 0.75 years
|
|
|
|
Rivian Automotive Inc
|
-11.59%
|
-65,800
|
502,000
|
-0.33%
|
$15.48
|
+2.03%($15.80)
|
2.00%
|
2022 Q3
|
≈ 0.75 years
|
|
|
|
Autodesk Inc
|
-21.31%
|
-3,850
|
14,220
|
-0.26%
|
$208.16
|
+13.36%($235.98)
|
0.76%
|
2021 Q1
|
≈ 2.25 years
|
|
|
|
Amphenol Corp
|
-36.02%
|
-31,800
|
56,480
|
-0.42%
|
$40.86
|
+309.88%($167.48)
|
0.59%
|
2021 Q1
|
≈ 2.25 years
|
|
|
|
Livent Corp
|
-100%
|
-84,080
|
0
|
-0.54%
|
$19.87
|
|
0.00%
|
2019 Q3
|
≈ 3.50 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.