Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 6 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 1 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 2 securities: (TSM) TAIWAN SEMICONDUCTOR-SP ADR (new buy) and (ADBE) ADOBE INC (added shares +15.53%).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (36.07%), (BROS) DUTCH BROS INC-CLASS A (20.47%), (ADBE) ADOBE INC (14.54%), (UBER) UBER TECHNOLOGIES INC (12.48%) and (PWR) QUANTA SERVICES INC (10.06%).

In the latest report(s) the following changes have been made to the top investments: (ADBE) ADOBE INC (added shares +15.53%) and (PWR) QUANTA SERVICES INC (reduced shares -7.45%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2022 Q4 (12 results)

SHLS

SHOALS TECHNOLOGIES GROUP -A

buy

+522,196

+5.87%

$24.67

78.80% $5.23

5.87%

ARRY

ARRAY TECHNOLOGIES INC

buy

+725,000

+4.53%

$19.33

60.99% $7.54

4.53%

PWR

QUANTA SERVICES INC

buy

+169,193

+7.80%

$142.50

152.93% $360.43

7.80%

SEDG

SOLAREDGE TECHNOLOGIES INC

buy

+85,000

+7.79%

$283.27

94.01% $16.98

7.79%

RIVN

RIVIAN AUTOMOTIVE INC-A

+151.46%

+342,000

+2.04%

$18.43

25.28% $13.77

3.39%

ADSK

AUTODESK INC

-14.64%

-3,100

-0.19%

$186.87

57.97% $295.19

1.09%

APH

AMPHENOL CORP-CL A

-16.62%

-13,552

-0.22%

$38.07

145.52% $93.47

1.09%

EEFT

EURONET WORLDWIDE INC

-31.53%

-190,531

-5.82%

$94.38

6.02% $100.06

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

80.24% $260.22

0.00%

GNRC

GENERAC HOLDINGS INC

-100.00%

-2,355

-0.22%

$178.07

29.51% $125.52

0.00%

BABA

ALIBABA GROUP HOLDING-SP ADR

-100.00%

-309,323

-12.41%

$79.99

41.88% $113.49

0.00%

2022 Q3 (7 results)

INTU

INTUIT INC

buy

+44,100

+4.78%

$387.32

94.88% $754.83

4.78%

RIVN

RIVIAN AUTOMOTIVE INC-A

buy

+132,093

+2.08%

$32.91

58.16% $13.77

2.08%

GNRC

GENERAC HOLDINGS INC

buy

+2,355

+0.19%

$178.07

29.51% $125.52

0.00%

EEFT

EURONET WORLDWIDE INC

+8.98%

+49,761

+1.05%

$75.76

32.08% $100.06

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

41.88% $113.49

0.00%

GPN

GLOBAL PAYMENTS INC

-100.00%

-187,002

-7.51%

$110.64

31.16% $76.16

0.00%

2022 Q2 (16 results)

ADSK

AUTODESK INC

+57.16%

+7,700

+0.30%

$171.94

71.68% $295.19

0.83%

ECL

ECOLAB INC

+22.02%

+1,700

+0.06%

$153.72

69.29% $260.22

0.33%

ESTEE LAUDER COMPANIES-CL A

+21.05%

+1,800

+0.10%

$254.64

70.66% $74.72

0.60%

MSFT

MICROSOFT CORP

-4.40%

-20,536

-1.60%

$256.83

86.99% $480.24

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

0.53% $100.06

12.75%

PROCTER & GAMBLE CO/THE

-17.24%

-4,800

-0.16%

$143.77

9.91% $158.02

0.76%

BABA

ALIBABA GROUP HOLDING-SP ADR

-20.25%

-167,512

-5.44%

$113.68

0.17% $113.49

21.42%

GPN

GLOBAL PAYMENTS INC

-66.94%

-378,696

-12.44%

$110.64

31.16% $76.16

0.00%

UBER

UBER TECHNOLOGIES INC

-100.00%

-26,950

-0.22%

$35.70

133.75% $83.44

0.00%

DYNATRACE INC

-100.00%

-1,466,050

-15.78%

$47.10

18.15% $55.65

0.00%

ADBE

ADOBE INC

-100.00%

-1,185

-0.12%

$455.70

17.04% $378.04

0.00%