Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 10 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 2 and completely sold out 2 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (ADBE) ADOBE INC (added shares +108.88%), (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +111.58%), (BROS) DUTCH BROS INC-CLASS A (added shares +428.88%), (NU) NU HOLDINGS LTD/CAYMAN ISL-A (added shares +85.3%) and (MTCH) MATCH GROUP INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (38.03%), (ADBE) ADOBE INC (12.18%), (UBER) UBER TECHNOLOGIES INC (10.88%), (PWR) QUANTA SERVICES INC (10.45%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (9.96%).

In the latest report(s) the following changes have been made to the top investments: (ADBE) ADOBE INC (added shares +108.88%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +111.58%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q1 (10 results)
RIVN
RIVIAN AUTOMOTIVE INC-A
-100.00%
-367,000
-1.19%
$23.46
55.24% $10.50
0.00%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+111.58%
+3,387,539
+5.25%
$11.18
42.67% $6.41
9.96%
NXT
NEXTRACKER INC-CL A
-31.67%
-189,475
-2.07%
$56.27
21.45% $44.20
4.46%
ADSK
AUTODESK INC
-39.31%
-3,900
-0.14%
$260.42
15.06% $221.21
0.22%
MTCH
MATCH GROUP INC
buy
+135,780
+0.94%
$36.28
13.97% $31.21
0.94%
ADBE
ADOBE INC
+108.88%
+90,700
+6.35%
$504.60
4.20% $483.43
12.18%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+85.30%
+981,000
+1.62%
$11.93
2.26% $11.66
3.53%
INTU
INTUIT INC
-100.00%
-2,638
-0.23%
$625.03
5.78% $661.18
0.00%
BMBL
BUMBLE INC-A
buy
+409,750
+0.87%
$11.35
8.37% $12.30
0.87%
BROS
DUTCH BROS INC-CLASS A
+428.88%
+1,106,511
+5.06%
$33.00
11.21% $36.70
6.25%
2023 Q4 (16 results)
SEDG
SOLAREDGE TECHNOLOGIES INC
-100.00%
-56,750
-1.33%
$129.51
62.62% $48.41
0.00%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+169.75%
+1,375,572
+5.38%
$15.54
58.75% $6.41
8.55%
RIVN
RIVIAN AUTOMOTIVE INC-A
-26.89%
-135,000
-0.57%
$23.46
55.24% $10.50
0.00%
ADBE
ADOBE INC
buy
+83,300
+9.01%
$596.60
18.97% $483.43
9.01%
ANSS
ANSYS INC
buy
+4,079
+0.34%
$362.88
9.69% $327.71
0.34%
ADSK
AUTODESK INC
-30.24%
-4,300
-0.19%
$243.48
9.15% $221.21
0.44%
MCD
MCDONALD'S CORP
buy
+4,200
+0.23%
$296.51
8.14% $272.38
0.23%
EL
ESTEE LAUDER COMPANIES-CL A
-100.00%
-11,802
-0.31%
$144.55
6.78% $134.75
0.00%
NXT
NEXTRACKER INC-CL A
+2.14%
+17,500
+0.15%
$46.85
5.66% $44.20
7.10%
INTU
INTUIT INC
-93.97%
-41,092
-4.66%
$625.03
5.78% $661.18
0.00%
UBER
UBER TECHNOLOGIES INC
+0.88%
+8,900
+0.10%
$61.57
6.66% $65.67
11.37%
MSFT
MICROSOFT CORP
+10.31%
+45,675
+4.15%
$376.04
11.75% $420.21
44.42%
BROS
DUTCH BROS INC-CLASS A
+1.26%
+2,448
+0.02%
$31.67
15.88% $36.70
1.48%
PWR
QUANTA SERVICES INC
+0.97%
+2,800
+0.11%
$215.80
22.52% $264.40
11.35%
APH
AMPHENOL CORP-CL A
+38.95%
+11,000
+0.20%
$99.13
33.07% $131.91
0.71%
GOOG
ALPHABET INC-CL C
-100.00%
-250,300
-5.98%
$131.85
34.46% $177.29
0.00%
2023 Q3 (9 results)
SEDG
SOLAREDGE TECHNOLOGIES INC
-33.24%
-28,250
-0.82%
$129.51
62.62% $48.41
0.00%
ARRY
ARRAY TECHNOLOGIES INC
-100.00%
-142,734
-0.73%
$22.60
51.50% $10.96
0.00%
LTHM
LIVENT CORP
-100.00%
-525,400
-4.38%
$27.43
39.81% $16.51
0.00%
CGNX
COGNEX CORP
-100.00%
-12,100
-0.15%
$56.02
14.58% $47.85
0.00%
EEFT
EURONET WORLDWIDE INC
-100.00%
-274,562
-9.61%
$117.37
1.60% $115.49
0.00%
NXT
NEXTRACKER INC-CL A
+1.36%
+11,000
+0.10%
$40.16
10.06% $44.20
7.40%
GOOG
ALPHABET INC-CL C
+65.43%
+99,000
+2.94%
$131.85
34.46% $177.29
0.00%
UBER
UBER TECHNOLOGIES INC
+130.59%
+572,000
+5.92%
$45.99
42.79% $65.67
10.45%
BROS
DUTCH BROS INC-CLASS A
buy
+145,237
+1.33%
$23.25
57.85% $36.70
1.33%
2023 Q2 (13 results)
SHLS
SHOALS TECHNOLOGIES GROUP -A
+53.03%
+390,000
+2.00%
$25.56
74.92% $6.41
5.78%
ARRY
ARRAY TECHNOLOGIES INC
-87.94%
-1,040,866
-4.73%
$22.60
51.50% $10.96
0.00%
LTHM
LIVENT CORP
buy
+525,400
+3.91%
$27.43
39.81% $16.51
0.00%
EL
ESTEE LAUDER COMPANIES-CL A
+14.01%
+1,450
+0.06%
$196.38
31.38% $134.75
0.47%
APTV
APTIV PLC
-100.00%
-4,800
-0.11%
$112.19
26.81% $82.11
0.00%
EEFT
EURONET WORLDWIDE INC
-12.09%
-37,750
-1.18%
$117.37
1.60% $115.49
0.00%
NXT
NEXTRACKER INC-CL A
buy
+808,169
+6.46%
$39.81
11.03% $44.20
6.46%
BROS
DUTCH BROS INC-CLASS A
-100.00%
-356,803
-2.27%
$31.63
16.03% $36.70
0.00%
SPG
SIMON PROPERTY GROUP INC
-100.00%
-13,970
-0.31%
$111.97
32.88% $148.79
0.00%
INTU
INTUIT INC
+4.87%
+2,030
+0.19%
$458.19
44.30% $661.18
4.03%
GOOG
ALPHABET INC-CL C
buy
+118,770
+3.68%
$120.97
46.56% $177.29
3.68%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
buy
+833,750
+1.82%
$7.89
47.78% $11.66
1.82%
UBER
UBER TECHNOLOGIES INC
buy
+304,410
+3.80%
$43.17
52.12% $65.67
3.80%
48 of 443

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.