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
0.08% $159.93
0.22%
FIS
FIDELITY NATIONAL INFO SERV
buy
+5,292
+0.08%
$109.11
27.87% $78.70
0.00%
ADSK
AUTODESK INC
+47.91%
+3,100
+0.12%
$281.19
2.76% $288.96
0.37%
EEFT
EURONET WORLDWIDE INC
+44.24%
+207,915
+3.43%
$119.17
16.21% $99.85
11.18%
GOOGL
ALPHABET INC-CL A
+30.71%
+4,300
+0.09%
$144.86
25.64% $182.00
0.37%
UBER
UBER TECHNOLOGIES INC
+28.64%
+5,400
+0.03%
$41.93
119.92% $92.21
0.16%
AMZN
AMAZONCOM INC
+3.54%
+1,100
+0.03%
$166.71
35.78% $226.35
0.74%
DT
DYNATRACE INC
+0.45%
+4,752
+0.04%
$60.35
13.47% $52.22
9.30%
GPN
GLOBAL PAYMENTS INC
+0.38%
+3,000
+0.06%
$135.18
42.59% $77.61
14.77%
BABA
ALIBABA GROUP HOLDING-SP ADR
+0.10%
+990
+0.02%
$118.79
1.53% $116.97
15.74%
MSFT
MICROSOFT CORP
-13.87%
-99,500
-4.63%
$336.32
50.40% $505.82
28.76%
ADBE
ADOBE INC
-47.86%
-2,455
-0.19%
$567.10
35.78% $364.18
0.21%
PTON
PELOTON INTERACTIVE INC-A
-100.00%
-2,795
-0.06%
$87.07
92.60% $6.44
0.00%
PFGC
PERFORMANCE FOOD GROUP CO
-100.00%
-39,500
-0.25%
$46.46
108.05% $96.65
0.00%
2021 Q3 (10 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+67.60%
+385,900
+7.68%
$148.05
20.99% $116.97
19.05%
GPN
GLOBAL PAYMENTS INC
+31.78%
+189,693
+4.02%
$157.58
50.75% $77.61
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
79.42% $505.82
27.20%
NOW
SERVICENOW INC
-7.29%
-246
-0.04%
$622.22
53.79% $956.92
0.52%
ADBE
ADOBE INC
-8.56%
-285
-0.04%
$575.63
36.73% $364.18
0.40%
AMZN
AMAZONCOM INC
-10.80%
-2,180
-0.08%
$164.24
37.82% $226.35
0.69%
EL
ESTEE LAUDER COMPANIES-CL A
-18.10%
-949
-0.07%
$299.93
71.29% $86.10
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
22.56% $159.93
0.00%
2021 Q2 (5 results)
PTON
PELOTON INTERACTIVE INC-A
buy
+3,359
+0.09%
$124.09
94.81% $6.44
0.09%
DT
DYNATRACE INC
+50.91%
+374,000
+3.10%
$58.42
10.61% $52.22
9.20%
STZ
CONSTELLATION BRANDS INC-A
+10.83%
+1,192
+0.06%
$233.87
29.03% $165.99
0.61%
EL
ESTEE LAUDER COMPANIES-CL A
+10.10%
+576
+0.04%
$318.04
72.93% $86.10
0.44%
GPN
GLOBAL PAYMENTS INC
+0.25%
+1,500
+0.04%
$187.54
58.62% $77.61
15.91%
2021 Q1 (20 results)
ADSK
AUTODESK INC
buy
+6,470
+0.28%
$277.13
4.27% $288.96
0.28%
SPG
SIMON PROPERTY GROUP INC
buy
+5,791
+0.14%
$113.83
40.50% $159.93
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
69.16% $92.21
0.18%
APH
AMPHENOL CORP-CL A
buy
+83,645
+0.54%
$32.98
201.51% $99.44
0.54%
DT
DYNATRACE INC
+5,465.15%
+721,400
+5.40%
$48.24
8.25% $52.22
5.50%
PFGC
PERFORMANCE FOOD GROUP CO
+211.02%
+19,564
+0.24%
$57.62
67.74% $96.65
0.35%
GOOGL
ALPHABET INC-CL A
+86.67%
+6,500
+0.10%
$103.14
76.45% $182.00
0.22%
GPN
GLOBAL PAYMENTS INC
+72.31%
+249,875
+7.82%
$201.58
61.50% $77.61
18.64%
ECL
ECOLAB INC
+56.91%
+2,800
+0.09%
$214.12
23.68% $264.83
0.26%
STZ
CONSTELLATION BRANDS INC-A
+53.10%
+4,417
+0.20%
$227.99
27.19% $165.99
0.58%
PG
PROCTER & GAMBLE CO/THE
+45.96%
+8,770
+0.18%
$135.44
12.73% $152.68
0.59%
EL
ESTEE LAUDER COMPANIES-CL A
+36.57%
+1,776
+0.11%
$290.89
70.40% $86.10
0.40%
NOW
SERVICENOW INC
+19.25%
+1,080
+0.08%
$500.15
91.33% $956.92
0.52%
EEFT
EURONET WORLDWIDE INC
+2.56%
+8,911
+0.25%
$138.30
27.80% $99.85
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
114.54% $505.82
27.21%
BABA
ALIBABA GROUP HOLDING-SP ADR
-24.34%
-147,878
-6.47%
$226.73
48.41% $116.97
20.10%
FND
FLOOR & DECOR HOLDINGS INC-A
-100.00%
-29,412
-0.50%
$92.85
15.27% $78.67
0.00%
CGNX
COGNEX CORP
-100.00%
-12,418
-0.18%
$80.29
58.62% $33.22
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.