Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 5 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 2 securities: (BROS) DUTCH BROS INC-CLASS A (added shares +40.67%) and (TXRH) TEXAS ROADHOUSE INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (44.29%), (UBER) UBER TECHNOLOGIES INC (14.77%), (PWR) QUANTA SERVICES INC (13.66%), (BROS) DUTCH BROS INC-CLASS A (9.71%) and (ADBE) ADOBE INC (9.46%).

In the latest report(s) the following changes have been made to the top investments: (BROS) DUTCH BROS INC-CLASS A (added shares +40.67%) and (ADBE) ADOBE INC (reduced shares -18.92%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2014 Q2 (12 results)
9999000D
GOOGLE INC-CL C
buy
+85,964
+7.55%
$575.28
-
7.55%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
buy
+2,233,297
+4.48%
$13.13
-
4.48%
8888000D
GOOGLE LLC
+2.26%
+1,188
+0.17%
$584.68
-
7.67%
WUBA
58COM INC-ADR
+2.02%
+18,172
+0.15%
$54.06
-
7.59%
MJN
MEAD JOHNSON NUTRITION CO
+1.91%
+5,264
+0.12%
$93.17
-
6.54%
TAL
TAL EDUCATION GROUP- ADR
-1.17%
-182,418
-0.13%
$4.58
112.29% $9.73
10.80%
VNET
21VIANET GROUP INC-ADR
-4.77%
-51,381
-0.37%
$29.97
87.49% $3.75
7.33%
YELP
YELP INC
-5.20%
-32,021
-0.37%
$76.68
52.88% $36.13
6.84%
BIDU
BAIDU INC - SPON ADR
-11.16%
-101,856
-2.91%
$186.81
57.00% $80.33
23.12%
VECO
VEECO INSTRUMENTS INC
-11.98%
-109,153
-1.04%
$37.26
26.46% $27.40
7.67%
VIPS
VIPSHOP HOLDINGS LTD - ADR
-25.98%
-850,000
-2.44%
$18.77
29.48% $13.24
6.94%
YOKU
YOUKU TUDOU INC-ADR
-100.00%
-947,383
-4.06%
$28.04
-
0.00%
2014 Q1 (18 results)
WUBA
58COM INC-ADR
-1.98%
-18,172
-0.12%
$41.63
-
6.00%
TAL
TAL EDUCATION GROUP- ADR
-4.43%
-723,780
-0.43%
$3.75
159.24% $9.73
9.36%
VNET
21VIANET GROUP INC-ADR
-27.32%
-632,565
-2.90%
$28.70
86.93% $3.75
7.72%
BIDU
BAIDU INC - SPON ADR
-38.71%
-394,658
-14.03%
$152.38
47.28% $80.33
22.21%
VECO
VEECO INSTRUMENTS INC
-39.62%
-1,004,682
-6.73%
$41.93
34.65% $27.40
10.26%
VIPS
VIPSHOP HOLDINGS LTD - ADR
-57.26%
-2,870,865
-10.46%
$14.93
11.32% $13.24
7.81%
HXL
HEXCEL CORP
-59.69%
-821,101
-5.71%
$43.54
40.54% $61.19
3.86%
8888000D
GOOGLE LLC
-62.54%
-140,371
-25.00%
$1,114.51
-
14.97%
YOKU
YOUKU TUDOU INC-ADR
-62.88%
-1,605,000
-7.19%
$28.04
-
0.00%
YELP
YELP INC
-68.13%
-1,317,479
-16.19%
$76.93
53.04% $36.13
7.58%
MJN
MEAD JOHNSON NUTRITION CO
-74.24%
-871,422
-17.28%
$83.14
-
5.99%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
-100.00%
-25,000
-0.11%
$26.52
-
0.00%
EL
ESTEE LAUDER COMPANIES-CL A
-100.00%
-793,024
-12.56%
$75.32
7.16% $69.93
0.00%
SBUX
STARBUCKS CORP
-100.00%
-620,700
-3.89%
$39.19
161.52% $102.50
0.00%
MU
MICRON TECHNOLOGY INC
-100.00%
-2,361,697
-8.21%
$21.76
371.69% $102.64
0.00%
TRIP
TRIPADVISOR INC
-100.00%
-325,000
-4.30%
$82.83
83.26% $13.87
0.00%
1683932D
MINDRAY MEDICAL INTL LTD-ADR
-100.00%
-489,252
-3.82%
$36.36
-
0.00%
VAR
VARIAN MEDICAL SYSTEMS INC
-100.00%
-305,000
-3.79%
$77.69
-
0.00%
2013 Q4 (14 results)
WUBA
58COM INC-ADR
buy
+920,000
+2.41%
$38.34
-
2.41%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
buy
+25,000
+0.05%
$26.52
-
0.00%
VECO
VEECO INSTRUMENTS INC
+169.51%
+1,140,407
+3.59%
$32.91
16.74% $27.40
5.71%
VIPS
VIPSHOP HOLDINGS LTD - ADR
+98.83%
+3,805,000
+2.18%
$8.37
58.22% $13.24
4.38%
YOKU
YOUKU TUDOU INC-ADR
+33.54%
+448,700
+1.33%
$30.30
-
5.29%
MJN
MEAD JOHNSON NUTRITION CO
+27.70%
+380,000
+2.18%
$83.76
-
10.04%
VNET
21VIANET GROUP INC-ADR
+7.72%
+166,000
+0.27%
$23.52
84.06% $3.75
3.73%
YELP
YELP INC
-1.64%
-32,200
-0.15%
$68.95
47.60% $36.13
9.12%
8888000D
GOOGLE LLC
-9.16%
-22,630
-1.73%
$1,120.71
-
17.21%
BIDU
BAIDU INC - SPON ADR
-18.70%
-265,360
-4.17%
$177.88
54.84% $80.33
18.11%
EL
ESTEE LAUDER COMPANIES-CL A
-30.25%
-343,900
-2.33%
$75.32
7.16% $69.93
0.00%
SBUX
STARBUCKS CORP
-50.00%
-620,700
-1.66%
$39.19
161.52% $102.50
0.00%
MU
MICRON TECHNOLOGY INC
-51.09%
-2,467,000
-3.67%
$21.76
371.69% $102.64
0.00%
1683932D
MINDRAY MEDICAL INTL LTD-ADR
-67.40%
-1,011,573
-3.38%
$36.36
-
0.00%
44 of 457

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.