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Robert Karr

Joho Capital

Joho Capital Portfolio 13F

Robert Karr Holdings Activity

Portfolio value:
$633.10M≈ (-$74M≈)
Previous value:
$706.89M≈
# of changes:
5
New positions:
1
Reported for:
30 Sep 2024 (Q3)
Latest filing date:
14 Nov 2024
Joho Capital has disclosed a total of 5 changes to the portfolio in the (2024 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).

What stocks did Robert Karr buy in 2024 Q3?

During 2024 Q3 Robert Karr has purchased 2 securities: (BROS) Dutch Bros Inc (added shares +40.67%) and (TXRH) Texas Roadhouse Inc (new buy).

What did Robert Karr invest in during 2024 Q3?

Robert Karr's top 5 holdings (by % of portfolio) were (MSFT) Microsoft Corp (44.29%), (UBER) Uber Technologies Inc (14.77%), (PWR) Quanta Services Inc (13.66%), (BROS) Dutch Bros Inc (9.71%) and (ADBE) Adobe Systems Incorporated (9.46%).
In the 2024 Q3 report(s) the following changes have been made to the top investments: (BROS) Dutch Bros Inc (added shares +40.67%) and (ADBE) Adobe Systems Incorporated (reduced shares -18.92%).
5 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*
Texas Roadhouse Inc TXRH
Texas Roadhouse Inc
new
+1,600
1,600
+0.04%
$176.60
+19.78%($211.54)
0.04%
2024 Q3
≈ 0.25 years
Dutch Bros Inc BROS
Dutch Bros Inc
+40.67%
+555,000
1,919,514
+2.81%
$32.03
+108.01%($66.62)
9.71%
2023 Q3
≈ 1.25 years
Adobe Systems Incorporated ADBE
Adobe Systems Incorporated
-18.92%
-27,000
115,700
-1.98%
$517.78
-51.17%($252.82)
9.46%
2023 Q4
≈ 1.00 year
Constellation Brands Inc, CL-A STZ
Constellation Brands Inc, CL-A
-18.98%
-2,300
9,815
-0.08%
$257.69
-49.10%($131.16)
0.40%
2020 Q4
≈ 4.00 years
Shoals Technologies Group Inc SHLS
Shoals Technologies Group Inc
-100%
-9,642,545
0
-8.51%
$6.24
+49.52%($9.33)
0.00%
2022 Q4
≈ 1.75 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.