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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2021 Q4 (14 results)
SPG
SIMON PROPERTY GROUP INC
buy
+9,900
+0.22%
$159.80
1.69% $157.10
0.22%
FIS
FIDELITY NATIONAL INFO SERV
buy
+5,292
+0.08%
$109.11
26.27% $80.44
0.00%
ADSK
AUTODESK INC
+47.91%
+3,100
+0.12%
$281.19
4.98% $295.19
0.37%
EEFT
EURONET WORLDWIDE INC
+44.24%
+207,915
+3.43%
$119.17
16.04% $100.06
11.18%
GOOGL
ALPHABET INC-CL A
+30.71%
+4,300
+0.09%
$144.86
19.64% $173.32
0.37%
UBER
UBER TECHNOLOGIES INC
+28.64%
+5,400
+0.03%
$41.93
99.00% $83.44
0.16%
AMZN
AMAZONCOM INC
+3.54%
+1,100
+0.03%
$166.71
27.48% $212.52
0.74%
DT
DYNATRACE INC
+0.45%
+4,752
+0.04%
$60.35
7.79% $55.65
9.30%
GPN
GLOBAL PAYMENTS INC
+0.38%
+3,000
+0.06%
$135.18
43.66% $76.16
14.77%
BABA
ALIBABA GROUP HOLDING-SP ADR
+0.10%
+990
+0.02%
$118.79
4.46% $113.49
15.74%
MSFT
MICROSOFT CORP
-13.87%
-99,500
-4.63%
$336.32
42.79% $480.24
28.76%
ADBE
ADOBE INC
-47.86%
-2,455
-0.19%
$567.10
33.34% $378.04
0.21%
PTON
PELOTON INTERACTIVE INC-A
-100.00%
-2,795
-0.06%
$87.07
92.86% $6.22
0.00%
PFGC
PERFORMANCE FOOD GROUP CO
-100.00%
-39,500
-0.25%
$46.46
82.95% $84.99
0.00%
2021 Q3 (10 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+67.60%
+385,900
+7.68%
$148.05
23.34% $113.49
19.05%
GPN
GLOBAL PAYMENTS INC
+31.78%
+189,693
+4.02%
$157.58
51.67% $76.16
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
70.35% $480.24
27.20%
NOW
SERVICENOW INC
-7.29%
-246
-0.04%
$622.22
57.84% $982.08
0.52%
ADBE
ADOBE INC
-8.56%
-285
-0.04%
$575.63
34.33% $378.04
0.40%
AMZN
AMAZONCOM INC
-10.80%
-2,180
-0.08%
$164.24
29.40% $212.52
0.69%
EL
ESTEE LAUDER COMPANIES-CL A
-18.10%
-949
-0.07%
$299.93
75.09% $74.72
0.32%
SPG
SIMON PROPERTY GROUP INC
-100.00%
-8,100
-0.14%
$130.49
20.39% $157.10
0.00%
CDAY
CERIDIAN HCM HOLDING INC
-100.00%
-185,037
-2.39%
$95.92
27.52% $69.52
0.00%
2021 Q2 (5 results)
PTON
PELOTON INTERACTIVE INC-A
buy
+3,359
+0.09%
$124.09
94.99% $6.22
0.09%
DT
DYNATRACE INC
+50.91%
+374,000
+3.10%
$58.42
4.74% $55.65
9.20%
STZ
CONSTELLATION BRANDS INC-A
+10.83%
+1,192
+0.06%
$233.87
31.59% $160.00
0.61%
EL
ESTEE LAUDER COMPANIES-CL A
+10.10%
+576
+0.04%
$318.04
76.51% $74.72
0.44%
GPN
GLOBAL PAYMENTS INC
+0.25%
+1,500
+0.04%
$187.54
59.39% $76.16
15.91%
2021 Q1 (20 results)
APH
AMPHENOL CORP-CL A
buy
+83,645
+0.54%
$32.98
183.41% $93.47
0.54%
ADSK
AUTODESK INC
buy
+6,470
+0.28%
$277.13
6.52% $295.19
0.28%
SPG
SIMON PROPERTY GROUP INC
buy
+5,791
+0.14%
$113.83
38.02% $157.10
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
53.07% $83.44
0.18%
DT
DYNATRACE INC
+5,465.15%
+721,400
+5.40%
$48.24
15.36% $55.65
5.50%
PFGC
PERFORMANCE FOOD GROUP CO
+211.02%
+19,564
+0.24%
$57.62
47.50% $84.99
0.35%
GOOGL
ALPHABET INC-CL A
+86.67%
+6,500
+0.10%
$103.14
68.04% $173.32
0.22%
GPN
GLOBAL PAYMENTS INC
+72.31%
+249,875
+7.82%
$201.58
62.22% $76.16
18.64%
ECL
ECOLAB INC
+56.91%
+2,800
+0.09%
$214.12
21.53% $260.22
0.26%
STZ
CONSTELLATION BRANDS INC-A
+53.10%
+4,417
+0.20%
$227.99
29.82% $160.00
0.58%
PG
PROCTER & GAMBLE CO/THE
+45.96%
+8,770
+0.18%
$135.44
16.67% $158.02
0.59%
EL
ESTEE LAUDER COMPANIES-CL A
+36.57%
+1,776
+0.11%
$290.89
74.31% $74.72
0.40%
NOW
SERVICENOW INC
+19.25%
+1,080
+0.08%
$500.15
96.36% $982.08
0.52%
EEFT
EURONET WORLDWIDE INC
+2.56%
+8,911
+0.25%
$138.30
27.65% $100.06
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
103.69% $480.24
27.21%
BABA
ALIBABA GROUP HOLDING-SP ADR
-24.34%
-147,878
-6.47%
$226.73
49.94% $113.49
20.10%
CGNX
COGNEX CORP
-100.00%
-12,418
-0.18%
$80.29
62.67% $29.97
0.00%
FND
FLOOR & DECOR HOLDINGS INC-A
-100.00%
-29,412
-0.50%
$92.85
20.52% $73.80
0.00%
49 of 470

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.