Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 11 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, bought 4 totally new, decreased the number of shares of 2 and completely sold out 3 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 (WIX) WIXCOM LTD (new buy), (WMT) WALMART INC (added shares +474.82%), (HUBB) HUBBELL INC (new buy), (WRD) WERIDE INC-ADR (new buy) and (SN) SHARKNINJA INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (30.59%), (BROS) DUTCH BROS INC-CLASS A (19.26%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (17.22%), (AMZN) AMAZONCOM INC (14.89%) and (WIX) WIXCOM LTD (6.67%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -14.19%), (AMZN) AMAZONCOM INC (added shares +0.87%) and (WIX) WIXCOM LTD (new buy).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q2 (13 results)
NU
NU HOLDINGS LTD/CAYMAN ISL-A
buy
+1,150,000
+1.82%
$7.89
47.53% $11.64
1.82%
LTHM
LIVENT CORP
buy
+710,000
+3.91%
$27.43
-
0.00%
NXT
NEXTRACKER INC-CL A
buy
+808,169
+6.46%
$39.81
267.92% $146.47
6.46%
UBER
UBER TECHNOLOGIES INC
buy
+438,000
+3.80%
$43.17
66.06% $71.69
3.80%
GOOG
ALPHABET INC-CL C
buy
+151,300
+3.68%
$120.97
194.02% $355.68
3.68%
SHLS
SHOALS TECHNOLOGIES GROUP -A
+53.03%
+390,000
+2.00%
$25.56
51.53% $12.39
5.78%
EL
ESTEE LAUDER COMPANIES-CL A
+14.01%
+1,450
+0.06%
$196.38
58.22% $82.05
0.47%
INTU
INTUIT INC
+4.87%
+2,030
+0.19%
$458.19
32.03% $311.44
4.03%
EEFT
EURONET WORLDWIDE INC
-12.09%
-50,000
-1.18%
$117.37
40.68% $69.62
0.00%
ARRY
ARRAY TECHNOLOGIES INC
-87.94%
-1,040,866
-4.73%
$22.60
61.28% $8.75
0.00%
SPG
SIMON PROPERTY GROUP INC
-100.00%
-13,970
-0.31%
$111.97
81.79% $203.55
0.00%
APTV
APTIV PLC
-100.00%
-4,800
-0.11%
$112.19
31.53% $76.82
0.00%
BROS
DUTCH BROS INC-CLASS A
-100.00%
-356,803
-2.27%
$31.63
78.94% $56.60
0.00%
2023 Q1 (10 results)
CGNX
COGNEX CORP
buy
+12,100
+0.15%
$49.55
33.32% $66.06
0.15%
APTV
APTIV PLC
buy
+4,800
+0.14%
$112.19
31.53% $76.82
0.00%
BROS
DUTCH BROS INC-CLASS A
buy
+356,803
+2.90%
$31.63
78.94% $56.60
0.00%
PWR
QUANTA SERVICES INC
+69.83%
+118,150
+5.07%
$166.64
329.47% $715.67
12.32%
ARRY
ARRAY TECHNOLOGIES INC
+63.26%
+458,600
+2.58%
$21.88
60.01% $8.75
6.66%
INTU
INTUIT INC
-5.44%
-2,400
-0.28%
$445.83
30.14% $311.44
4.78%
RIVN
RIVIAN AUTOMOTIVE INC-A
-11.59%
-65,800
-0.26%
$15.48
18.02% $18.27
2.00%
ADSK
AUTODESK INC
-21.31%
-3,850
-0.21%
$208.16
10.30% $229.60
0.76%
APH
AMPHENOL CORP-CL A
-36.02%
-31,800
-0.33%
$40.86
261.28% $147.62
0.59%
LTHM
LIVENT CORP
-100.00%
-84,080
-0.43%
$19.87
-
0.00%
2022 Q4 (12 results)
SHLS
SHOALS TECHNOLOGIES GROUP -A
buy
+735,488
+5.87%
$24.67
49.78% $12.39
5.87%
ARRY
ARRAY TECHNOLOGIES INC
buy
+725,000
+4.53%
$19.33
54.73% $8.75
4.53%
SEDG
SOLAREDGE TECHNOLOGIES INC
buy
+85,000
+7.79%
$283.27
73.87% $74.02
7.79%
PWR
QUANTA SERVICES INC
buy
+169,193
+7.80%
$142.50
402.22% $715.67
7.80%
RIVN
RIVIAN AUTOMOTIVE INC-A
+151.46%
+342,000
+2.04%
$18.43
0.87% $18.27
3.39%
ADSK
AUTODESK INC
-14.64%
-3,100
-0.19%
$186.87
22.87% $229.60
1.09%
APH
AMPHENOL CORP-CL A
-16.62%
-17,600
-0.22%
$38.07
287.76% $147.62
1.09%
EEFT
EURONET WORLDWIDE INC
-31.53%
-190,531
-5.82%
$94.38
26.23% $69.62
12.63%
LTHM
LIVENT CORP
-97.18%
-2,894,500
-18.61%
$19.87
-
0.00%
GNRC
GENERAC HOLDINGS INC
-100.00%
-3,830
-0.22%
$178.07
60.23% $285.31
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-479,571
-12.41%
$79.99
-
0.00%
ECL
ECOLAB INC
-100.00%
-9,420
-0.44%
$144.37
77.09% $255.67
0.00%
2022 Q3 (7 results)
GNRC
GENERAC HOLDINGS INC
buy
+3,830
+0.19%
$178.07
60.23% $285.31
0.00%
INTU
INTUIT INC
buy
+44,100
+4.78%
$387.32
19.59% $311.44
4.78%
RIVN
RIVIAN AUTOMOTIVE INC-A
buy
+225,800
+2.08%
$32.91
44.48% $18.27
2.08%
EEFT
EURONET WORLDWIDE INC
+8.98%
+49,761
+1.05%
$75.76
8.10% $69.62
12.80%
LTHM
LIVENT CORP
-24.40%
-961,500
-8.24%
$30.65
-
25.53%
BABA
ALIBABA GROUP HOLDING-SP ADR
-41.84%
-345,000
-7.72%
$79.99
-
0.00%
GPN
GLOBAL PAYMENTS INC
-100.00%
-242,860
-7.51%
$110.64
38.67% $67.85
0.00%
42 of 499

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.