Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 16 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 7, bought 3 totally new, decreased the number of shares of 3 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (ADBE) ADOBE INC (new buy), (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +169.75%), (MSFT) MICROSOFT CORP (added shares +10.31%), (ANSS) ANSYS INC (new buy) and (MCD) MCDONALD'S CORP (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (44.42%), (UBER) UBER TECHNOLOGIES INC (11.37%), (PWR) QUANTA SERVICES INC (11.35%), (ADBE) ADOBE INC (9.01%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (8.55%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (added shares +10.31%), (UBER) UBER TECHNOLOGIES INC (added shares +0.88%), (PWR) QUANTA SERVICES INC (added shares +0.97%), (ADBE) ADOBE INC (new buy) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +169.75%).

2023 Q4 (16 results)
UBER
+0.88%
+8,900
+0.10%
$61.57
25.04% $76.99
11.37%
SHLS
+169.75%
+1,910,518
+5.38%
$15.54
28.06% $11.18
8.55%
SEDG
-100.00%
-56,750
-1.33%
$129.51
45.19% $70.98
0.00%
RIVN
-26.89%
-135,000
-0.57%
$23.46
53.32% $10.95
1.56%
PWR
+0.97%
+2,800
+0.11%
$215.80
20.39% $259.80
11.35%
NXT
+2.14%
+17,500
+0.15%
$46.85
20.11% $56.27
7.10%
MSFT
+10.31%
+60,900
+4.15%
$376.04
11.88% $420.72
44.42%
MCD
buy
+4,200
+0.23%
$296.51
4.91% $281.95
0.23%
INTU
-93.97%
-41,092
-4.66%
$625.03
4.00% $650.00
0.30%
GOOG
-100.00%
-250,300
-5.98%
$131.85
15.48% $152.26
0.00%
EL
-100.00%
-11,802
-0.31%
$144.55
6.64% $154.15
0.00%
BROS
+1.26%
+3,200
+0.02%
$31.67
4.20% $33.00
1.48%
APH
+38.95%
+11,000
+0.20%
$99.13
16.36% $115.35
0.71%
ANSS
buy
+5,230
+0.34%
$362.88
4.33% $347.16
0.34%
ADSK
-30.24%
-4,300
-0.19%
$243.48
6.96% $260.42
0.44%
ADBE
buy
+83,300
+9.01%
$596.60
15.42% $504.60
9.01%
2023 Q3 (9 results)
UBER
+130.59%
+572,000
+5.92%
$45.99
67.41% $76.99
10.45%
SEDG
-33.24%
-28,250
-0.82%
$129.51
45.19% $70.98
0.00%
NXT
+1.36%
+11,000
+0.10%
$40.16
40.11% $56.27
7.40%
LTHM
-100.00%
-710,000
-4.38%
$27.43
39.81% $16.51
0.00%
GOOG
+65.43%
+99,000
+2.94%
$131.85
15.48% $152.26
0.00%
EEFT
-100.00%
-363,659
-9.61%
$117.37
6.34% $109.93
0.00%
CGNX
-100.00%
-12,100
-0.15%
$56.02
24.28% $42.42
0.00%
BROS
buy
+254,803
+1.33%
$23.25
41.94% $33.00
1.33%
ARRY
-100.00%
-142,734
-0.73%
$22.60
34.03% $14.91
0.00%
2023 Q2 (13 results)
UBER
buy
+438,000
+3.80%
$43.17
78.34% $76.99
3.80%
SPG
-100.00%
-13,970
-0.31%
$111.97
39.76% $156.49
0.00%
SHLS
+53.03%
+390,000
+2.00%
$25.56
56.26% $11.18
5.78%
NXT
buy
+808,169
+6.46%
$39.81
41.35% $56.27
6.46%
NU
buy
+1,150,000
+1.82%
$7.89
51.20% $11.93
1.82%
LTHM
buy
+710,000
+3.91%
$27.43
39.81% $16.51
0.00%
INTU
+4.87%
+2,030
+0.19%
$458.19
41.86% $650.00
4.03%
GOOG
buy
+151,300
+3.68%
$120.97
25.87% $152.26
3.68%
EL
+14.01%
+1,450
+0.06%
$196.38
21.50% $154.15
0.47%
EEFT
-12.09%
-50,000
-1.18%
$117.37
6.34% $109.93
0.00%
BROS
-100.00%
-356,803
-2.27%
$31.63
4.33% $33.00
0.00%
ARRY
-87.94%
-1,040,866
-4.73%
$22.60
34.03% $14.91
0.00%
APTV
-100.00%
-4,800
-0.11%
$112.19
29.00% $79.65
0.00%
2023 Q1 (10 results)
RIVN
-11.59%
-65,800
-0.26%
$15.48
29.26% $10.95
2.00%
PWR
+69.83%
+118,150
+5.07%
$166.64
55.90% $259.80
12.32%
LTHM
-100.00%
-84,080
-0.43%
$19.87
16.91% $16.51
0.00%
INTU
-5.44%
-2,400
-0.28%
$445.83
45.80% $650.00
4.78%
CGNX
buy
+12,100
+0.15%
$49.55
14.39% $42.42
0.15%
BROS
buy
+356,803
+2.90%
$31.63
4.33% $33.00
0.00%
ARRY
+63.26%
+458,600
+2.58%
$21.88
31.86% $14.91
6.66%
APTV
buy
+4,800
+0.14%
$112.19
29.00% $79.65
0.00%
APH
-36.02%
-15,900
-0.33%
$81.72
41.15% $115.35
0.59%
ADSK
-21.31%
-3,850
-0.21%
$208.16
25.11% $260.42
0.76%
48 of 433

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.