Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $578.89M≈ (+$3M≈)
- Previous value:
- $576.27M≈
- # of changes:
- 6
- New positions:
- 1
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 14 May 2025
Joho Capital has disclosed a total of 6 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 1 and completely sold out 3 position(s).
6 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Taiwan Semiconductor Manufacturing
|
new
|
+168,000
|
168,000
|
+4.82%
|
$166.00
|
+144.53%($405.92)
|
4.82%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Adobe Systems Incorporated
|
+15.53%
|
+29,500
|
219,400
|
+1.95%
|
$383.53
|
-34.08%($252.82)
|
14.54%
|
2023 Q4
|
≈ 1.50 years
|
|
|
|
Quanta Services Inc
|
-7.45%
|
-18,450
|
229,193
|
-0.81%
|
$254.08
|
+166.01%($675.88)
|
10.06%
|
2022 Q4
|
≈ 2.50 years
|
|
|
|
Constellation Brands Inc, CL-A
|
-100%
|
-9,815
|
0
|
-0.38%
|
$221.00
|
-40.65%($131.16)
|
0.00%
|
2020 Q4
|
≈ 4.25 years
|
|
|
|
Bumble Inc
|
-100%
|
-675,000
|
0
|
-0.95%
|
$8.14
|
-62.78%($3.03)
|
0.00%
|
2024 Q1
|
≈ 1.00 year
|
|
|
|
ANSYS Inc
|
-100%
|
-5,230
|
0
|
-0.31%
|
$337.33
|
|
0.00%
|
2023 Q4
|
≈ 1.25 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.