Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $576.27M≈ (-$57M≈)
- Previous value:
- $633.10M≈
- # of changes:
- 7
- New positions:
- 0
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 14 Feb 2025
Joho Capital has disclosed a total of 7 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 1, decreased the number of shares of 4 and completely sold out 2 position(s).
What stocks did Robert Karr buy in 2024 Q4?
During 2024 Q4 Robert Karr has bought (ADBE) Adobe Systems Incorporated (added shares +64.13%).
In the 2024 Q4 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -14.65%), (ADBE) Adobe Systems Incorporated (added shares +64.13%), (PWR) Quanta Services Inc (reduced shares -14.65%) and (UBER) Uber Technologies Inc (reduced shares -20.26%).
7 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Adobe Systems Incorporated
|
+64.13%
|
+74,200
|
189,900
|
+5.73%
|
$444.68
|
-43.15%($252.82)
|
14.65%
|
2023 Q4
|
≈ 1.25 years
|
|
|
|
Quanta Services Inc
|
-14.65%
|
-42,500
|
247,643
|
-2.12%
|
$316.05
|
+113.85%($675.88)
|
13.58%
|
2022 Q4
|
≈ 2.25 years
|
|
|
|
Microsoft Corp
|
-14.65%
|
-95,500
|
556,200
|
-6.36%
|
$421.50
|
+15.97%($488.80)
|
40.68%
|
2019 Q1
|
≈ 6.00 years
|
|
|
|
Uber Technologies Inc
|
-20.26%
|
-252,000
|
991,900
|
-2.4%
|
$60.32
|
+18.00%($71.18)
|
10.38%
|
2023 Q2
|
≈ 1.75 years
|
|
|
|
Bumble Inc
|
-50.00%
|
-675,000
|
675,000
|
-0.87%
|
$8.14
|
-62.78%($3.03)
|
0.95%
|
2024 Q1
|
≈ 1.00 year
|
|
|
|
NU HOLDINGS LTD/CAYMAN ISL-A
|
-100%
|
-2,131,000
|
0
|
-4.59%
|
$13.65
|
+5.93%($14.46)
|
0.00%
|
2023 Q2
|
≈ 1.50 years
|
|
|
|
Texas Roadhouse Inc
|
-100%
|
-1,600
|
0
|
-0.04%
|
$176.60
|
+19.78%($211.54)
|
0.00%
|
2024 Q3
|
≈ 0.25 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.