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
2013 Q3 (13 results)
VAR
VARIAN MEDICAL SYSTEMS INC
buy
+305,000
+1.71%
$74.73
-
1.71%
VIPS
VIPSHOP HOLDINGS LTD - ADR
buy
+3,850,000
+1.64%
$5.68
131.34% $13.14
1.64%
YOKU
YOUKU TUDOU INC-ADR
+88.99%
+900,000
+1.85%
$27.40
-
3.93%
YELP
YELP INC
+2.18%
+42,000
+0.21%
$66.18
48.20% $34.28
9.76%
EL
ESTEE LAUDER COMPANIES-CL A
-6.45%
-103,101
-0.54%
$69.90
21.62% $85.01
7.85%
MU
MICRON TECHNOLOGY INC
-10.36%
-558,000
-0.73%
$17.47
420.32% $90.90
6.33%
1683932D
MINDRAY MEDICAL INTL LTD-ADR
-10.38%
-233,349
-0.68%
$38.89
-
5.88%
SBUX
STARBUCKS CORP
-11.79%
-166,000
-0.48%
$38.48
149.58% $96.05
3.59%
8888000D
GOOGLE LLC
-14.17%
-40,800
-2.68%
$875.91
-
16.24%
BIDU
BAIDU INC - SPON ADR
-20.09%
-460,400
-5.36%
$155.18
44.43% $86.24
21.32%
MJN
MEAD JOHNSON NUTRITION CO
-22.36%
-395,000
-2.20%
$74.26
-
7.65%
PACT
PACTERA TECHNOLOGY-ADR
-100.00%
-182,916
-0.09%
$6.75
-
0.00%
SFUN
SOUFUN HLDGS LTD ADR REPSTG 1 ADS 020 OF A CL A ORD SHS CYM
-100.00%
-15,146
-0.28%
$248.18
98.87% $2.80
0.00%
13 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.