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
2022 Q2 (16 results)
ADSK
AUTODESK INC
+57.16%
+7,700
+0.30%
$171.94
33.53% $229.60
0.83%
ECL
ECOLAB INC
+22.02%
+1,700
+0.06%
$153.72
66.33% $255.67
0.33%
EL
ESTEE LAUDER COMPANIES-CL A
+21.05%
+1,800
+0.10%
$254.64
67.78% $82.05
0.60%
MSFT
MICROSOFT CORP
-4.40%
-27,200
-1.60%
$256.83
66.39% $427.34
34.68%
LTHM
LIVENT CORP
-7.79%
-333,000
-1.73%
$22.69
-
20.43%
EEFT
EURONET WORLDWIDE INC
-10.94%
-68,075
-1.57%
$100.59
30.79% $69.62
12.75%
PG
PROCTER & GAMBLE CO/THE
-17.24%
-4,800
-0.16%
$143.77
2.49% $140.19
0.76%
BABA
ALIBABA GROUP HOLDING-SP ADR
-20.25%
-209,390
-5.44%
$113.68
-
21.42%
GPN
GLOBAL PAYMENTS INC
-66.94%
-491,813
-12.44%
$110.64
38.67% $67.85
0.00%
NOW
SERVICENOW INC
-100.00%
-6,202
-0.79%
$556.92
78.83% $117.90
0.00%
AMZN
AMAZONCOM INC
-100.00%
-32,140
-1.20%
$163.01
53.38% $250.02
0.00%
UBER
UBER TECHNOLOGIES INC
-100.00%
-26,950
-0.22%
$35.70
100.84% $71.69
0.00%
DT
DYNATRACE INC
-100.00%
-1,466,050
-15.78%
$47.10
7.77% $43.44
0.00%
ADBE
ADOBE INC
-100.00%
-1,185
-0.12%
$455.70
43.77% $256.24
0.00%
META
META PLATFORMS INC-CLASS A
-100.00%
-5,180
-0.26%
$222.39
180.12% $622.98
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-24,380
-0.77%
$139.05
158.18% $358.99
0.00%
2022 Q1 (11 results)
SPG
SIMON PROPERTY GROUP INC
+41.11%
+4,070
+0.08%
$131.57
54.71% $203.55
0.26%
ADSK
AUTODESK INC
+40.75%
+3,900
+0.12%
$214.33
7.13% $229.60
0.41%
GOOGL
ALPHABET INC-CL A
+33.22%
+6,080
+0.12%
$139.05
158.18% $358.99
0.00%
DT
DYNATRACE INC
+31.66%
+352,500
+2.37%
$47.10
7.77% $43.44
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
+7.95%
+76,170
+1.18%
$108.80
-
16.06%
EL
ESTEE LAUDER COMPANIES-CL A
+6.47%
+520
+0.02%
$272.33
69.87% $82.05
0.33%
GPN
GLOBAL PAYMENTS INC
-6.96%
-54,975
-1.07%
$136.84
50.42% $67.85
14.35%
EEFT
EURONET WORLDWIDE INC
-8.17%
-55,350
-1.03%
$130.15
46.51% $69.62
11.56%
ADBE
ADOBE INC
-55.70%
-1,490
-0.10%
$455.70
43.77% $256.24
0.00%
META
META PLATFORMS INC-CLASS A
-57.65%
-7,050
-0.22%
$222.39
180.12% $622.98
0.00%
FIS
FIDELITY NATIONAL INFO SERV
-100.00%
-5,600
-0.09%
$109.11
62.55% $40.86
0.00%
2021 Q4 (14 results)
FIS
FIDELITY NATIONAL INFO SERV
buy
+5,600
+0.08%
$109.11
62.55% $40.86
0.00%
SPG
SIMON PROPERTY GROUP INC
buy
+9,900
+0.22%
$159.80
27.38% $203.55
0.22%
ADSK
AUTODESK INC
+47.91%
+3,100
+0.12%
$281.19
18.35% $229.60
0.37%
EEFT
EURONET WORLDWIDE INC
+44.24%
+207,915
+3.43%
$119.17
41.58% $69.62
11.18%
GOOGL
ALPHABET INC-CL A
+30.71%
+4,300
+0.09%
$144.86
147.81% $358.99
0.37%
UBER
UBER TECHNOLOGIES INC
+28.64%
+6,000
+0.03%
$41.93
70.98% $71.69
0.16%
AMZN
AMAZONCOM INC
+3.54%
+1,100
+0.03%
$166.71
49.97% $250.02
0.74%
DT
DYNATRACE INC
+0.45%
+4,950
+0.04%
$60.35
28.02% $43.44
9.30%
GPN
GLOBAL PAYMENTS INC
+0.38%
+3,000
+0.06%
$135.18
49.81% $67.85
14.77%
BABA
ALIBABA GROUP HOLDING-SP ADR
+0.10%
+1,000
+0.02%
$118.79
-
15.74%
MSFT
MICROSOFT CORP
-13.87%
-99,500
-4.63%
$336.32
27.06% $427.34
28.76%
ADBE
ADOBE INC
-47.86%
-2,455
-0.19%
$567.10
54.82% $256.24
0.21%
PTON
PELOTON INTERACTIVE INC-A
-100.00%
-5,375
-0.06%
$87.07
93.11% $6.00
0.00%
PFGC
PERFORMANCE FOOD GROUP CO
-100.00%
-39,500
-0.25%
$46.46
107.81% $96.54
0.00%
41 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.