Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $497.80M≈ (+$109M≈)
- Previous value:
- $388.70M≈
- # of changes:
- 13
- New positions:
- 5
- Reported for:
- 30 Jun 2023 (Q2)
- Latest filing date:
- 14 Aug 2023
Joho Capital has disclosed a total of 13 changes to the portfolio in the (2023 Q2) SEC report(s): increased the number of shares of 3, bought 5 totally new, decreased the number of shares of 2 and completely sold out 3 position(s).
What stocks did Robert Karr buy in 2023 Q2?
During 2023 Q2 Robert Karr has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (NXT) Nextracker Inc, CL-A (new buy), (SHLS) Shoals Technologies Group Inc (added shares +53.03%), (INTU) Intuit Inc (added shares +4.87%), (LTHM) Livent Corp (new buy) and (UBER) Uber Technologies Inc (new buy).
13 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alphabet Inc, CL-C
|
new
|
+151,300
|
151,300
|
+3.68%
|
$120.97
|
+208.51%($373.21)
|
3.68%
|
2023 Q2
|
≈ 0.25 years
|
|
|
|
Livent Corp
|
new
|
+710,000
|
710,000
|
+3.91%
|
$27.43
|
|
3.91%
|
2023 Q2
|
≈ 0.25 years
|
|
|
|
Nextracker Inc, CL-A
|
new
|
+808,169
|
808,169
|
+6.46%
|
$39.81
|
+131.45%($92.14)
|
6.46%
|
2023 Q2
|
≈ 0.25 years
|
|
|
|
NU HOLDINGS LTD/CAYMAN ISL-A
|
new
|
+1,150,000
|
1,150,000
|
+1.82%
|
$7.89
|
+83.27%($14.46)
|
1.82%
|
2023 Q2
|
≈ 0.25 years
|
|
|
|
Uber Technologies Inc
|
new
|
+438,000
|
438,000
|
+3.8%
|
$43.17
|
+64.88%($71.18)
|
3.80%
|
2023 Q2
|
≈ 0.25 years
|
|
|
|
Shoals Technologies Group Inc
|
+53.03%
|
+390,000
|
1,125,488
|
+2%
|
$25.56
|
-63.50%($9.33)
|
5.78%
|
2022 Q4
|
≈ 0.75 years
|
|
|
|
Estee Lauder Companies Inc
|
+14.01%
|
+1,450
|
11,802
|
+0.06%
|
$196.38
|
-56.96%($84.52)
|
0.47%
|
2018 Q1
|
≈ 5.50 years
|
|
|
|
Intuit Inc
|
+4.87%
|
+2,030
|
43,730
|
+0.19%
|
$458.19
|
-29.91%($321.14)
|
4.03%
|
2022 Q3
|
≈ 1.00 year
|
|
|
|
Euronet Worldwide Inc
|
-12.09%
|
-50,000
|
363,659
|
-1.51%
|
$117.37
|
-37.99%($72.78)
|
8.57%
|
2020 Q3
|
≈ 3.00 years
|
|
|
|
Array TechnologiesInc
|
-87.94%
|
-1,040,866
|
142,734
|
-6.05%
|
$22.60
|
-75.42%($5.56)
|
0.65%
|
2022 Q4
|
≈ 0.75 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.