Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 9 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 3, decreased the number of shares of 2 and completely sold out 4 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 3 securities: (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +50.11%), (UBER) UBER TECHNOLOGIES INC (added shares +22.08%) and (BMBL) BUMBLE INC-A (added shares +145.45%).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (41.21%), (UBER) UBER TECHNOLOGIES INC (12.79%), (ADBE) ADOBE INC (11.21%), (PWR) QUANTA SERVICES INC (10.43%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (8.51%).

In the latest report(s) the following changes have been made to the top investments: (UBER) UBER TECHNOLOGIES INC (added shares +22.08%), (ADBE) ADOBE INC (reduced shares -17.99%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +50.11%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q2 (9 results)
ADBE
ADOBE INC
-17.99%
-24,257
-2.46%
$555.54
5.98% $522.30
11.21%
ADSK
AUTODESK INC
-100.00%
-6,020
-0.22%
$260.42
2.64% $267.29
0.00%
BMBL
BUMBLE INC-A
+145.45%
+608,000
+1.19%
$10.51
42.06% $6.09
2.01%
STZ
CONSTELLATION BRANDS INC-A
-33.49%
-6,100
-0.22%
$257.28
3.57% $248.09
0.44%
MTCH
MATCH GROUP INC
-100.00%
-135,780
-0.95%
$36.28
0.06% $36.30
0.00%
MCD
MCDONALD'S CORP
-100.00%
-4,200
-0.17%
$281.95
5.28% $296.83
0.00%
NXT
NEXTRACKER INC-CL A
-100.00%
-408,743
-4.55%
$56.27
34.85% $36.66
0.00%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+50.11%
+3,219,000
+2.84%
$6.24
1.76% $6.13
8.51%
UBER
UBER TECHNOLOGIES INC
+22.08%
+225,000
+2.31%
$72.68
1.73% $73.94
12.79%
2024 Q1 (10 results)
ADBE
ADOBE INC
+108.88%
+90,700
+6.35%
$504.60
3.51% $522.30
12.18%
ADSK
AUTODESK INC
-39.31%
-3,900
-0.14%
$260.42
2.64% $267.29
0.00%
BMBL
BUMBLE INC-A
buy
+409,750
+0.87%
$11.35
46.34% $6.09
0.87%
BROS
DUTCH BROS INC-CLASS A
+428.88%
+1,106,511
+5.06%
$33.00
5.82% $34.92
6.25%
INTU
INTUIT INC
-100.00%
-2,638
-0.23%
$625.03
3.19% $644.99
0.00%
MTCH
MATCH GROUP INC
buy
+135,780
+0.94%
$36.28
0.06% $36.30
0.00%
NXT
NEXTRACKER INC-CL A
-31.67%
-189,475
-2.07%
$56.27
34.85% $36.66
0.00%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+85.30%
+981,000
+1.62%
$11.93
22.63% $14.63
3.53%
RIVN
RIVIAN AUTOMOTIVE INC-A
-100.00%
-367,000
-1.19%
$23.46
50.09% $11.71
0.00%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+111.58%
+3,387,539
+5.25%
$11.18
45.17% $6.13
9.96%
2023 Q4 (16 results)
ADBE
ADOBE INC
buy
+83,300
+9.01%
$596.60
12.45% $522.30
9.01%
GOOG
ALPHABET INC-CL C
-100.00%
-250,300
-5.98%
$131.85
24.87% $164.64
0.00%
APH
AMPHENOL CORP-CL A
+38.95%
+22,000
+0.20%
$49.57
32.98% $65.91
0.71%
ANSS
ANSYS INC
buy
+4,079
+0.34%
$362.88
11.75% $320.25
0.34%
ADSK
AUTODESK INC
-30.24%
-4,300
-0.19%
$243.48
9.78% $267.29
0.44%
BROS
DUTCH BROS INC-CLASS A
+1.26%
+2,448
+0.02%
$31.67
10.26% $34.92
1.48%
EL
ESTEE LAUDER COMPANIES-CL A
-100.00%
-11,802
-0.31%
$144.55
41.19% $85.01
0.00%
INTU
INTUIT INC
-93.97%
-41,092
-4.66%
$625.03
3.19% $644.99
0.00%
MCD
MCDONALD'S CORP
buy
+4,200
+0.23%
$296.51
0.11% $296.83
0.23%
MSFT
MICROSOFT CORP
+10.31%
+45,675
+4.15%
$376.04
15.75% $435.27
44.42%
NXT
NEXTRACKER INC-CL A
+2.14%
+17,500
+0.15%
$46.85
21.75% $36.66
7.10%
PWR
QUANTA SERVICES INC
+0.97%
+2,800
+0.11%
$215.80
34.80% $290.89
11.35%
RIVN
RIVIAN AUTOMOTIVE INC-A
-26.89%
-135,000
-0.57%
$23.46
50.09% $11.71
0.00%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+169.75%
+1,375,572
+5.38%
$15.54
60.55% $6.13
8.55%
SEDG
SOLAREDGE TECHNOLOGIES INC
-100.00%
-56,750
-1.33%
$129.51
84.27% $20.37
0.00%
UBER
UBER TECHNOLOGIES INC
+0.88%
+8,900
+0.10%
$61.57
20.09% $73.94
11.37%
2023 Q3 (9 results)
GOOG
ALPHABET INC-CL C
+65.43%
+99,000
+2.94%
$131.85
24.87% $164.64
0.00%
ARRY
ARRAY TECHNOLOGIES INC
-100.00%
-142,734
-0.73%
$22.60
71.64% $6.41
0.00%
CGNX
COGNEX CORP
-100.00%
-12,100
-0.15%
$56.02
29.06% $39.74
0.00%
BROS
DUTCH BROS INC-CLASS A
buy
+145,237
+1.33%
$23.25
50.19% $34.92
1.33%
EEFT
EURONET WORLDWIDE INC
-100.00%
-274,562
-9.61%
$117.37
14.24% $100.66
0.00%
LTHM
LIVENT CORP
-100.00%
-525,400
-4.38%
$27.43
39.81% $16.51
0.00%
NXT
NEXTRACKER INC-CL A
+1.36%
+11,000
+0.10%
$40.16
8.72% $36.66
7.40%
SEDG
SOLAREDGE TECHNOLOGIES INC
-33.24%
-28,250
-0.82%
$129.51
84.27% $20.37
0.00%
UBER
UBER TECHNOLOGIES INC
+130.59%
+572,000
+5.92%
$45.99
60.77% $73.94
10.45%
44 of 452

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.