Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 16 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 7, bought 3 totally new, decreased the number of shares of 3 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (ADBE) ADOBE INC (new buy), (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +169.75%), (MSFT) MICROSOFT CORP (added shares +10.31%), (ANSS) ANSYS INC (new buy) and (MCD) MCDONALD'S CORP (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (44.42%), (UBER) UBER TECHNOLOGIES INC (11.37%), (PWR) QUANTA SERVICES INC (11.35%), (ADBE) ADOBE INC (9.01%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (8.55%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (added shares +10.31%), (UBER) UBER TECHNOLOGIES INC (added shares +0.88%), (PWR) QUANTA SERVICES INC (added shares +0.97%), (ADBE) ADOBE INC (new buy) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +169.75%).

2022 Q4 (12 results)
SEDG
buy
+85,000
+7.79%
$283.27
70.20% $84.42
7.79%
PWR
buy
+169,193
+7.80%
$142.50
46.81% $209.20
7.80%
SHLS
buy
+735,488
+5.87%
$24.67
35.39% $15.94
5.87%
ARRY
buy
+725,000
+4.53%
$19.33
26.28% $14.25
4.53%
RIVN
+151.46%
+342,000
+2.04%
$18.43
13.78% $15.89
3.39%
ADSK
-14.64%
-3,100
-0.19%
$186.87
36.60% $255.26
1.09%
APH
-16.62%
-8,800
-0.22%
$76.14
37.39% $104.61
1.09%
EEFT
-31.53%
-190,531
-5.82%
$94.38
14.16% $107.74
12.63%
LTHM
-97.18%
-2,894,500
-18.61%
$19.87
16.91% $16.51
0.00%
BABA
-100.00%
-479,571
-12.41%
$79.99
8.56% $73.14
0.00%
ECL
-100.00%
-9,420
-0.44%
$144.37
49.88% $216.39
0.00%
GNRC
-100.00%
-3,830
-0.22%
$178.07
35.76% $114.39
0.00%
2022 Q3 (7 results)
RIVN
buy
+225,800
+2.08%
$32.91
51.72% $15.89
2.08%
GNRC
buy
+3,830
+0.19%
$178.07
35.76% $114.39
0.00%
INTU
buy
+44,100
+4.78%
$387.32
66.76% $645.91
4.78%
EEFT
+8.98%
+49,761
+1.05%
$75.76
42.21% $107.74
12.80%
LTHM
-24.40%
-961,500
-8.24%
$30.65
46.13% $16.51
25.53%
BABA
-41.84%
-345,000
-7.72%
$79.99
8.56% $73.14
0.00%
GPN
-100.00%
-242,860
-7.51%
$110.64
18.22% $130.80
0.00%
2022 Q2 (16 results)
ADSK
+57.16%
+7,700
+0.30%
$171.94
48.46% $255.26
0.83%
ECL
+22.02%
+1,700
+0.06%
$153.72
40.77% $216.39
0.33%
EL
+21.05%
+1,800
+0.10%
$254.64
43.01% $145.11
0.60%
MSFT
-4.40%
-27,200
-1.60%
$256.83
56.83% $402.79
34.68%
LTHM
-7.79%
-333,000
-1.73%
$22.69
27.24% $16.51
20.43%
EEFT
-10.94%
-68,075
-1.57%
$100.59
7.11% $107.74
12.75%
PG
-17.24%
-4,800
-0.16%
$143.77
10.25% $158.51
0.76%
BABA
-20.25%
-209,390
-5.44%
$113.68
35.66% $73.14
21.42%
GPN
-66.94%
-491,813
-12.44%
$110.64
18.22% $130.80
0.00%
GOOGL
-100.00%
-24,380
-0.77%
$139.05
1.49% $141.12
0.00%
NOW
-100.00%
-6,202
-0.79%
$556.92
35.18% $752.84
0.00%
AMZN
-100.00%
-32,140
-1.20%
$163.01
2.50% $167.08
0.00%
UBER
-100.00%
-26,950
-0.22%
$35.70
114.59% $76.60
0.00%
DT
-100.00%
-1,466,050
-15.78%
$47.10
6.71% $50.26
0.00%
ADBE
-100.00%
-1,185
-0.12%
$455.70
18.92% $541.91
0.00%
META
-100.00%
-5,180
-0.26%
$222.39
112.12% $471.75
0.00%
2022 Q1 (11 results)
SPG
+41.11%
+4,070
+0.08%
$131.57
13.17% $148.90
0.26%
ADSK
+40.75%
+3,900
+0.12%
$214.33
19.10% $255.26
0.41%
GOOGL
+33.22%
+6,080
+0.12%
$139.05
1.49% $141.12
0.00%
DT
+31.66%
+352,500
+2.37%
$47.10
6.71% $50.26
0.00%
BABA
+7.95%
+76,170
+1.18%
$108.80
32.78% $73.14
16.06%
EL
+6.47%
+520
+0.02%
$272.33
46.72% $145.11
0.33%
GPN
-6.96%
-54,975
-1.07%
$136.84
4.41% $130.80
14.35%
EEFT
-8.17%
-55,350
-1.03%
$130.15
17.22% $107.74
11.56%
ADBE
-55.70%
-1,490
-0.10%
$455.70
18.92% $541.91
0.00%
META
-57.65%
-7,050
-0.22%
$222.39
112.12% $471.75
0.00%
FIS
-100.00%
-5,600
-0.09%
$109.11
42.30% $62.96
0.00%
46 of 433

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.