Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 7 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 1, decreased the number of shares of 4 and completely sold out 2 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought (ADBE) ADOBE INC (added shares +64.13%).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (40.68%), (BROS) DUTCH BROS INC-CLASS A (17.45%), (ADBE) ADOBE INC (14.65%), (PWR) QUANTA SERVICES INC (13.58%) and (UBER) UBER TECHNOLOGIES INC (10.38%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -14.65%), (ADBE) ADOBE INC (added shares +64.13%), (PWR) QUANTA SERVICES INC (reduced shares -14.65%) and (UBER) UBER TECHNOLOGIES INC (reduced shares -20.26%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q3 (7 results)
RIVN
RIVIAN AUTOMOTIVE INC-A
buy
+132,093
+2.08%
$32.91
64.75% $11.60
2.08%
GNRC
GENERAC HOLDINGS INC
buy
+2,355
+0.19%
$178.07
37.26% $111.72
0.00%
INTU
INTUIT INC
buy
+44,100
+4.78%
$387.32
51.13% $585.38
4.78%
EEFT
EURONET WORLDWIDE INC
+8.98%
+49,761
+1.05%
$75.76
25.00% $94.70
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
36.10% $108.87
0.00%
GPN
GLOBAL PAYMENTS INC
-100.00%
-187,002
-7.51%
$110.64
37.22% $69.46
0.00%
2022 Q2 (16 results)
ADSK
AUTODESK INC
+57.16%
+7,700
+0.30%
$171.94
50.91% $259.47
0.83%
ECL
ECOLAB INC
+22.02%
+1,700
+0.06%
$153.72
55.31% $238.73
0.33%
EL
ESTEE LAUDER COMPANIES-CL A
+21.05%
+1,800
+0.10%
$254.64
78.61% $54.47
0.60%
MSFT
MICROSOFT CORP
-4.40%
-20,536
-1.60%
$256.83
43.20% $367.78
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
5.86% $94.70
12.75%
PG
PROCTER & GAMBLE CO/THE
-17.24%
-4,800
-0.16%
$143.77
18.68% $170.63
0.76%
BABA
ALIBABA GROUP HOLDING-SP ADR
-20.25%
-167,512
-5.44%
$113.68
4.23% $108.87
21.42%
GPN
GLOBAL PAYMENTS INC
-66.94%
-378,696
-12.44%
$110.64
37.22% $69.46
0.00%
META
META PLATFORMS INC-CLASS A
-100.00%
-5,180
-0.26%
$222.39
125.49% $501.48
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-21,576
-0.77%
$139.05
8.71% $151.16
0.00%
NOW
SERVICENOW INC
-100.00%
-6,202
-0.79%
$556.92
38.65% $772.16
0.00%
AMZN
AMAZONCOM INC
-100.00%
-32,140
-1.20%
$163.01
5.89% $172.61
0.00%
UBER
UBER TECHNOLOGIES INC
-100.00%
-26,950
-0.22%
$35.70
110.78% $75.24
0.00%
DT
DYNATRACE INC
-100.00%
-1,466,050
-15.78%
$47.10
8.49% $43.10
0.00%
ADBE
ADOBE INC
-100.00%
-1,185
-0.12%
$455.70
23.46% $348.80
0.00%
2022 Q1 (11 results)
SPG
SIMON PROPERTY GROUP INC
+41.11%
+3,296
+0.08%
$131.57
14.31% $150.40
0.26%
ADSK
AUTODESK INC
+40.75%
+3,393
+0.12%
$214.33
21.06% $259.47
0.41%
GOOGL
ALPHABET INC-CL A
+33.22%
+5,380
+0.12%
$139.05
8.71% $151.16
0.00%
DT
DYNATRACE INC
+31.66%
+352,500
+2.37%
$47.10
8.49% $43.10
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
+7.95%
+76,170
+1.18%
$108.80
0.06% $108.87
16.06%
EL
ESTEE LAUDER COMPANIES-CL A
+6.47%
+436
+0.02%
$272.33
80.00% $54.47
0.33%
GPN
GLOBAL PAYMENTS INC
-6.96%
-54,975
-1.07%
$136.84
49.24% $69.46
14.35%
EEFT
EURONET WORLDWIDE INC
-8.17%
-55,350
-1.03%
$130.15
27.24% $94.70
11.56%
ADBE
ADOBE INC
-55.70%
-1,490
-0.10%
$455.70
23.46% $348.80
0.00%
META
META PLATFORMS INC-CLASS A
-57.65%
-7,050
-0.22%
$222.39
125.49% $501.48
0.00%
FIS
FIDELITY NATIONAL INFO SERV
-100.00%
-5,292
-0.09%
$109.11
31.65% $74.58
0.00%
2021 Q4 (14 results)
SPG
SIMON PROPERTY GROUP INC
buy
+9,900
+0.22%
$159.80
5.88% $150.40
0.22%
FIS
FIDELITY NATIONAL INFO SERV
buy
+5,292
+0.08%
$109.11
31.65% $74.58
0.00%
ADSK
AUTODESK INC
+47.91%
+3,100
+0.12%
$281.19
7.72% $259.47
0.37%
EEFT
EURONET WORLDWIDE INC
+44.24%
+207,915
+3.43%
$119.17
20.53% $94.70
11.18%
GOOGL
ALPHABET INC-CL A
+30.71%
+4,300
+0.09%
$144.86
4.35% $151.16
0.37%
UBER
UBER TECHNOLOGIES INC
+28.64%
+5,400
+0.03%
$41.93
79.44% $75.24
0.16%
AMZN
AMAZONCOM INC
+3.54%
+1,100
+0.03%
$166.71
3.54% $172.61
0.74%
DT
DYNATRACE INC
+0.45%
+4,752
+0.04%
$60.35
28.58% $43.10
9.30%
GPN
GLOBAL PAYMENTS INC
+0.38%
+3,000
+0.06%
$135.18
48.62% $69.46
14.77%
BABA
ALIBABA GROUP HOLDING-SP ADR
+0.10%
+990
+0.02%
$118.79
8.35% $108.87
15.74%
MSFT
MICROSOFT CORP
-13.87%
-99,500
-4.63%
$336.32
9.35% $367.78
28.76%
ADBE
ADOBE INC
-47.86%
-2,455
-0.19%
$567.10
38.49% $348.80
0.21%
PFGC
PERFORMANCE FOOD GROUP CO
-100.00%
-39,500
-0.25%
$46.46
63.60% $76.00
0.00%
PTON
PELOTON INTERACTIVE INC-A
-100.00%
-2,795
-0.06%
$87.07
93.81% $5.39
0.00%
48 of 464

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.