Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 10 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 2 and completely sold out 2 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (ADBE) ADOBE INC (added shares +108.88%), (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +111.58%), (BROS) DUTCH BROS INC-CLASS A (added shares +428.88%), (NU) NU HOLDINGS LTD/CAYMAN ISL-A (added shares +85.3%) and (MTCH) MATCH GROUP INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (38.03%), (ADBE) ADOBE INC (12.18%), (UBER) UBER TECHNOLOGIES INC (10.88%), (PWR) QUANTA SERVICES INC (10.45%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (9.96%).

In the latest report(s) the following changes have been made to the top investments: (ADBE) ADOBE INC (added shares +108.88%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +111.58%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q1 (10 results)
BROS
DUTCH BROS INC-CLASS A
buy
+356,803
+2.90%
$31.63
20.20% $38.02
0.00%
CGNX
COGNEX CORP
buy
+12,100
+0.15%
$49.55
0.26% $49.68
0.15%
APTV
APTIV PLC
buy
+4,800
+0.14%
$112.19
38.73% $68.74
0.00%
PWR
QUANTA SERVICES INC
+69.83%
+118,150
+5.07%
$166.64
54.06% $256.73
12.32%
ARRY
ARRAY TECHNOLOGIES INC
+63.26%
+421,912
+2.58%
$21.88
48.72% $11.22
6.66%
INTU
INTUIT INC
-5.44%
-2,136
-0.28%
$445.83
42.06% $633.36
4.78%
RIVN
RIVIAN AUTOMOTIVE INC-A
-11.59%
-65,800
-0.26%
$15.48
4.72% $16.21
2.00%
ADSK
AUTODESK INC
-21.31%
-3,850
-0.21%
$208.16
15.71% $240.86
0.76%
APH
AMPHENOL CORP-CL A
-36.02%
-31,800
-0.33%
$40.86
56.29% $63.86
0.59%
LTHM
LIVENT CORP
-100.00%
-84,080
-0.43%
$19.87
16.91% $16.51
0.00%
2022 Q4 (12 results)
ARRY
ARRAY TECHNOLOGIES INC
buy
+725,000
+4.53%
$19.33
41.96% $11.22
4.53%
SEDG
SOLAREDGE TECHNOLOGIES INC
buy
+85,000
+7.79%
$283.27
90.27% $27.57
7.79%
PWR
QUANTA SERVICES INC
buy
+169,193
+7.80%
$142.50
80.16% $256.73
7.80%
SHLS
SHOALS TECHNOLOGIES GROUP -A
buy
+522,196
+5.87%
$24.67
72.72% $6.73
5.87%
RIVN
RIVIAN AUTOMOTIVE INC-A
+151.46%
+342,000
+2.04%
$18.43
12.05% $16.21
3.39%
ADSK
AUTODESK INC
-14.64%
-3,100
-0.19%
$186.87
28.89% $240.86
1.09%
APH
AMPHENOL CORP-CL A
-16.62%
-13,552
-0.22%
$38.07
67.74% $63.86
1.09%
EEFT
EURONET WORLDWIDE INC
-31.53%
-190,531
-5.82%
$94.38
5.97% $100.01
12.63%
LTHM
LIVENT CORP
-97.18%
-2,894,500
-18.61%
$19.87
16.91% $16.51
0.00%
ECL
ECOLAB INC
-100.00%
-9,420
-0.44%
$144.37
69.86% $245.24
0.00%
GNRC
GENERAC HOLDINGS INC
-100.00%
-2,355
-0.22%
$178.07
10.47% $159.43
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-309,323
-12.41%
$79.99
4.33% $76.53
0.00%
2022 Q3 (7 results)
RIVN
RIVIAN AUTOMOTIVE INC-A
buy
+132,093
+2.08%
$32.91
50.74% $16.21
2.08%
GNRC
GENERAC HOLDINGS INC
buy
+2,355
+0.19%
$178.07
10.47% $159.43
0.00%
INTU
INTUIT INC
buy
+44,100
+4.78%
$387.32
63.52% $633.36
4.78%
EEFT
EURONET WORLDWIDE INC
+8.98%
+49,761
+1.05%
$75.76
32.01% $100.01
12.80%
LTHM
LIVENT CORP
-24.40%
-576,900
-8.24%
$30.65
46.13% $16.51
25.53%
BABA
ALIBABA GROUP HOLDING-SP ADR
-41.84%
-222,525
-7.72%
$79.99
4.33% $76.53
0.00%
GPN
GLOBAL PAYMENTS INC
-100.00%
-187,002
-7.51%
$110.64
8.54% $101.19
0.00%
2022 Q2 (16 results)
ADSK
AUTODESK INC
+57.16%
+7,700
+0.30%
$171.94
40.08% $240.86
0.83%
ECL
ECOLAB INC
+22.02%
+1,700
+0.06%
$153.72
59.54% $245.24
0.33%
EL
ESTEE LAUDER COMPANIES-CL A
+21.05%
+1,800
+0.10%
$254.64
60.45% $100.72
0.60%
MSFT
MICROSOFT CORP
-4.40%
-20,536
-1.60%
$256.83
65.58% $425.27
34.68%
LTHM
LIVENT CORP
-7.79%
-333,000
-1.73%
$22.69
27.24% $16.51
20.43%
EEFT
EURONET WORLDWIDE INC
-10.94%
-68,075
-1.57%
$100.59
0.58% $100.01
12.75%
PG
PROCTER & GAMBLE CO/THE
-17.24%
-4,800
-0.16%
$143.77
17.62% $169.11
0.76%
BABA
ALIBABA GROUP HOLDING-SP ADR
-20.25%
-167,512
-5.44%
$113.68
32.68% $76.53
21.42%
GPN
GLOBAL PAYMENTS INC
-66.94%
-378,696
-12.44%
$110.64
8.54% $101.19
0.00%
AMZN
AMAZONCOM INC
-100.00%
-32,140
-1.20%
$163.01
11.96% $182.50
0.00%
UBER
UBER TECHNOLOGIES INC
-100.00%
-26,950
-0.22%
$35.70
80.41% $64.40
0.00%
DT
DYNATRACE INC
-100.00%
-1,466,050
-15.78%
$47.10
5.94% $44.30
0.00%
ADBE
ADOBE INC
-100.00%
-1,185
-0.12%
$455.70
19.04% $542.44
0.00%
META
META PLATFORMS INC-CLASS A
-100.00%
-5,180
-0.26%
$222.39
109.40% $465.70
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-21,576
-0.77%
$139.05
20.10% $167.00
0.00%
NOW
SERVICENOW INC
-100.00%
-6,202
-0.79%
$556.92
48.61% $827.61
0.00%
45 of 443

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.