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
2021 Q3 (10 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+67.60%
+385,900
+7.68%
$148.05
26.46% $108.87
19.05%
GPN
GLOBAL PAYMENTS INC
+31.78%
+189,693
+4.02%
$157.58
55.92% $69.46
16.67%
LTHM
LIVENT CORP
+13.13%
+496,000
+1.54%
$23.11
28.56% $16.51
13.28%
MSFT
MICROSOFT CORP
-3.46%
-25,700
-0.97%
$281.92
30.46% $367.78
27.20%
NOW
SERVICENOW INC
-7.29%
-246
-0.04%
$622.22
24.10% $772.16
0.52%
ADBE
ADOBE INC
-8.56%
-285
-0.04%
$575.63
39.41% $348.80
0.40%
AMZN
AMAZONCOM INC
-10.80%
-2,180
-0.08%
$164.24
5.10% $172.61
0.69%
EL
ESTEE LAUDER COMPANIES-CL A
-18.10%
-949
-0.07%
$299.93
81.84% $54.47
0.32%
CDAY
CERIDIAN HCM HOLDING INC
-100.00%
-185,037
-2.39%
$95.92
27.52% $69.52
0.00%
SPG
SIMON PROPERTY GROUP INC
-100.00%
-8,100
-0.14%
$130.49
15.25% $150.40
0.00%
2021 Q2 (5 results)
PTON
PELOTON INTERACTIVE INC-A
buy
+3,359
+0.09%
$124.09
95.66% $5.39
0.09%
DT
DYNATRACE INC
+50.91%
+374,000
+3.10%
$58.42
26.22% $43.10
9.20%
STZ
CONSTELLATION BRANDS INC-A
+10.83%
+1,192
+0.06%
$233.87
20.20% $186.63
0.61%
EL
ESTEE LAUDER COMPANIES-CL A
+10.10%
+576
+0.04%
$318.04
82.87% $54.47
0.44%
GPN
GLOBAL PAYMENTS INC
+0.25%
+1,500
+0.04%
$187.54
62.96% $69.46
15.91%
2021 Q1 (20 results)
ADSK
AUTODESK INC
buy
+6,470
+0.28%
$277.13
6.37% $259.47
0.28%
SPG
SIMON PROPERTY GROUP INC
buy
+5,791
+0.14%
$113.83
32.13% $150.40
0.14%
CDAY
CERIDIAN HCM HOLDING INC
buy
+185,037
+2.42%
$84.27
17.50% $69.52
2.42%
UBER
UBER TECHNOLOGIES INC
buy
+20,950
+0.18%
$54.51
38.03% $75.24
0.18%
APH
AMPHENOL CORP-CL A
buy
+83,645
+0.54%
$32.98
97.27% $65.06
0.54%
DT
DYNATRACE INC
+5,465.15%
+721,400
+5.40%
$48.24
10.65% $43.10
5.50%
PFGC
PERFORMANCE FOOD GROUP CO
+211.02%
+19,564
+0.24%
$57.62
31.90% $76.00
0.35%
GOOGL
ALPHABET INC-CL A
+86.67%
+6,500
+0.10%
$103.14
46.55% $151.16
0.22%
GPN
GLOBAL PAYMENTS INC
+72.31%
+249,875
+7.82%
$201.58
65.54% $69.46
18.64%
ECL
ECOLAB INC
+56.91%
+2,800
+0.09%
$214.12
11.49% $238.73
0.26%
STZ
CONSTELLATION BRANDS INC-A
+53.10%
+4,417
+0.20%
$227.99
18.14% $186.63
0.58%
PG
PROCTER & GAMBLE CO/THE
+45.96%
+8,770
+0.18%
$135.44
25.98% $170.63
0.59%
EL
ESTEE LAUDER COMPANIES-CL A
+36.57%
+1,776
+0.11%
$290.89
81.28% $54.47
0.40%
NOW
SERVICENOW INC
+19.25%
+1,080
+0.08%
$500.15
54.39% $772.16
0.52%
EEFT
EURONET WORLDWIDE INC
+2.56%
+8,911
+0.25%
$138.30
31.53% $94.70
10.09%
LTHM
LIVENT CORP
+0.43%
+16,000
+0.04%
$17.32
4.68% $16.51
10.16%
MSFT
MICROSOFT CORP
-2.54%
-19,400
-0.71%
$235.77
55.99% $367.78
27.21%
BABA
ALIBABA GROUP HOLDING-SP ADR
-24.34%
-147,878
-6.47%
$226.73
51.98% $108.87
20.10%
FND
FLOOR & DECOR HOLDINGS INC-A
-100.00%
-29,412
-0.50%
$92.85
24.28% $70.31
0.00%
CGNX
COGNEX CORP
-100.00%
-12,418
-0.18%
$80.29
70.39% $23.77
0.00%
35 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.