Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 4 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 2 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 2 securities: (TSM) TAIWAN SEMICONDUCTOR-SP ADR (added shares +48.27%) and (MNDY) MONDAYCOM LTD (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (38.97%), (BROS) DUTCH BROS INC-CLASS A (16.9%), (UBER) UBER TECHNOLOGIES INC (13.04%), (PWR) QUANTA SERVICES INC (12.21%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (7.95%).

In the latest report(s) the following changes have been made to the top investments: (BROS) DUTCH BROS INC-CLASS A (reduced shares -8.58%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (added shares +48.27%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q4 (16 results)
ANSS
ANSYS INC
buy
+5,230
+0.34%
$362.88
3.15% $374.30
0.34%
MCD
MCDONALD'S CORP
buy
+4,200
+0.23%
$296.51
5.71% $313.44
0.23%
ADBE
ADOBE INC
buy
+83,300
+9.01%
$596.60
39.12% $363.21
9.01%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+169.75%
+1,910,518
+5.38%
$15.54
56.24% $6.80
8.55%
APH
AMPHENOL CORP-CL A
+38.95%
+22,000
+0.20%
$49.57
121.39% $109.73
0.71%
MSFT
MICROSOFT CORP
+10.31%
+60,900
+4.15%
$376.04
34.10% $504.26
44.42%
NXT
NEXTRACKER INC-CL A
+2.14%
+17,500
+0.15%
$46.85
44.27% $67.59
7.10%
BROS
DUTCH BROS INC-CLASS A
+1.26%
+3,200
+0.02%
$31.67
119.89% $69.64
1.48%
PWR
QUANTA SERVICES INC
+0.97%
+2,800
+0.11%
$215.80
75.31% $378.31
11.35%
UBER
UBER TECHNOLOGIES INC
+0.88%
+8,900
+0.10%
$61.57
54.56% $95.16
11.37%
RIVN
RIVIAN AUTOMOTIVE INC-A
-26.89%
-135,000
-0.57%
$23.46
44.12% $13.11
0.00%
ADSK
AUTODESK INC
-30.24%
-4,300
-0.19%
$243.48
17.19% $285.34
0.44%
INTU
INTUIT INC
-93.97%
-41,092
-4.66%
$625.03
5.11% $656.96
0.00%
GOOG
ALPHABET INC-CL C
-100.00%
-250,300
-5.98%
$131.85
58.63% $209.16
0.00%
EL
ESTEE LAUDER COMPANIES-CL A
-100.00%
-11,802
-0.31%
$144.55
38.65% $88.68
0.00%
SEDG
SOLAREDGE TECHNOLOGIES INC
-100.00%
-56,750
-1.33%
$129.51
75.30% $31.99
0.00%
2023 Q3 (9 results)
BROS
DUTCH BROS INC-CLASS A
buy
+254,803
+1.33%
$23.25
199.53% $69.64
1.33%
UBER
UBER TECHNOLOGIES INC
+130.59%
+572,000
+5.92%
$45.99
106.91% $95.16
10.45%
GOOG
ALPHABET INC-CL C
+65.43%
+99,000
+2.94%
$131.85
58.63% $209.16
0.00%
NXT
NEXTRACKER INC-CL A
+1.36%
+11,000
+0.10%
$40.16
68.30% $67.59
7.40%
SEDG
SOLAREDGE TECHNOLOGIES INC
-33.24%
-28,250
-0.82%
$129.51
75.30% $31.99
0.00%
CGNX
COGNEX CORP
-100.00%
-12,100
-0.15%
$56.02
21.42% $44.02
0.00%
EEFT
EURONET WORLDWIDE INC
-100.00%
-363,659
-9.61%
$117.37
18.25% $95.95
0.00%
LTHM
LIVENT CORP
-100.00%
-710,000
-4.38%
$27.43
39.81% $16.51
0.00%
ARRY
ARRAY TECHNOLOGIES INC
-100.00%
-142,734
-0.73%
$22.60
58.76% $9.32
0.00%
2023 Q2 (13 results)
NU
NU HOLDINGS LTD/CAYMAN ISL-A
buy
+1,150,000
+1.82%
$7.89
80.35% $14.23
1.82%
LTHM
LIVENT CORP
buy
+710,000
+3.91%
$27.43
39.81% $16.51
0.00%
UBER
UBER TECHNOLOGIES INC
buy
+438,000
+3.80%
$43.17
120.43% $95.16
3.80%
NXT
NEXTRACKER INC-CL A
buy
+808,169
+6.46%
$39.81
69.78% $67.59
6.46%
GOOG
ALPHABET INC-CL C
buy
+151,300
+3.68%
$120.97
72.90% $209.16
3.68%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+53.03%
+390,000
+2.00%
$25.56
73.40% $6.80
5.78%
EL
ESTEE LAUDER COMPANIES-CL A
+14.01%
+1,450
+0.06%
$196.38
54.84% $88.68
0.47%
INTU
INTUIT INC
+4.87%
+2,030
+0.19%
$458.19
43.38% $656.96
4.03%
EEFT
EURONET WORLDWIDE INC
-12.09%
-50,000
-1.18%
$117.37
18.25% $95.95
0.00%
ARRY
ARRAY TECHNOLOGIES INC
-87.94%
-1,040,866
-4.73%
$22.60
58.76% $9.32
0.00%
APTV
APTIV PLC
-100.00%
-4,800
-0.11%
$112.19
29.74% $78.83
0.00%
BROS
DUTCH BROS INC-CLASS A
-100.00%
-356,803
-2.27%
$31.63
120.17% $69.64
0.00%
SPG
SIMON PROPERTY GROUP INC
-100.00%
-13,970
-0.31%
$111.97
57.55% $176.41
0.00%
2023 Q1 (10 results)
CGNX
COGNEX CORP
buy
+12,100
+0.15%
$49.55
11.16% $44.02
0.15%
APTV
APTIV PLC
buy
+4,800
+0.14%
$112.19
29.74% $78.83
0.00%
BROS
DUTCH BROS INC-CLASS A
buy
+356,803
+2.90%
$31.63
120.17% $69.64
0.00%
PWR
QUANTA SERVICES INC
+69.83%
+118,150
+5.07%
$166.64
127.02% $378.31
12.32%
ARRY
ARRAY TECHNOLOGIES INC
+63.26%
+458,600
+2.58%
$21.88
57.40% $9.32
6.66%
INTU
INTUIT INC
-5.44%
-2,400
-0.28%
$445.83
47.36% $656.96
4.78%
RIVN
RIVIAN AUTOMOTIVE INC-A
-11.59%
-65,800
-0.26%
$15.48
15.31% $13.11
2.00%
ADSK
AUTODESK INC
-21.31%
-3,850
-0.21%
$208.16
37.08% $285.34
0.76%
APH
AMPHENOL CORP-CL A
-36.02%
-31,800
-0.33%
$40.86
168.55% $109.73
0.59%
LTHM
LIVENT CORP
-100.00%
-84,080
-0.43%
$19.87
16.91% $16.51
0.00%
48 of 474

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.