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
2020 Q4 (18 results)
DT
DYNATRACE INC
buy
+13,200
+0.10%
$43.26
0.36% $43.10
0.10%
AMZN
AMAZONCOM INC
buy
+34,800
+0.97%
$162.84
6.01% $172.63
0.97%
PFGC
PERFORMANCE FOOD GROUP CO
buy
+12,700
+0.10%
$47.64
59.54% $76.00
0.10%
ADBE
ADOBE INC
buy
+5,610
+0.48%
$500.18
30.26% $348.80
0.48%
ECL
ECOLAB INC
buy
+4,920
+0.18%
$216.26
10.39% $238.73
0.18%
CGNX
COGNEX CORP
buy
+14,112
+0.19%
$80.29
70.39% $23.77
0.00%
STZ
CONSTELLATION BRANDS INC-A
buy
+10,735
+0.40%
$219.10
14.82% $186.63
0.40%
GOOGL
ALPHABET INC-CL A
buy
+7,500
+0.11%
$87.60
72.63% $151.22
0.11%
NOW
SERVICENOW INC
buy
+5,610
+0.53%
$550.45
40.28% $772.16
0.53%
META
META PLATFORMS INC-CLASS A
buy
+12,230
+0.57%
$273.18
83.57% $501.48
0.57%
EEFT
EURONET WORLDWIDE INC
+60.66%
+173,000
+4.28%
$144.92
34.65% $94.70
11.34%
GPN
GLOBAL PAYMENTS INC
+35.01%
+89,620
+3.30%
$215.42
67.76% $69.46
12.71%
LTHM
LIVENT CORP
+27.26%
+805,605
+2.59%
$18.84
12.37% $16.51
12.10%
PG
PROCTER & GAMBLE CO/THE
+15.29%
+2,530
+0.06%
$139.15
22.62% $170.63
0.45%
MSFT
MICROSOFT CORP
+3.33%
+24,600
+0.93%
$222.42
65.35% $367.78
28.95%
BABA
ALIBABA GROUP HOLDING-SP ADR
+1.63%
+12,120
+0.48%
$232.73
53.22% $108.87
29.98%
CDAY
CERIDIAN HCM HOLDING INC
-100.00%
-190,537
-2.69%
$82.65
15.89% $69.52
0.00%
SNOW
SNOWFLAKE INC-CLASS A
-100.00%
-4,824
-0.21%
$251.04
42.86% $143.43
0.00%
2020 Q3 (8 results)
EEFT
EURONET WORLDWIDE INC
buy
+285,214
+5.25%
$91.10
3.95% $94.70
5.25%
PG
PROCTER & GAMBLE CO/THE
buy
+16,550
+0.46%
$138.97
22.78% $170.63
0.46%
SNOW
SNOWFLAKE INC-CLASS A
buy
+4,824
+0.24%
$251.04
42.86% $143.43
0.00%
CDAY
CERIDIAN HCM HOLDING INC
+646.12%
+165,000
+2.76%
$82.65
15.89% $69.52
0.00%
GPN
GLOBAL PAYMENTS INC
+574.29%
+218,000
+7.83%
$177.58
60.88% $69.46
9.19%
LTHM
LIVENT CORP
+31.04%
+700,000
+1.27%
$8.97
84.06% $16.51
5.36%
BABA
ALIBABA GROUP HOLDING-SP ADR
-3.38%
-26,000
-1.55%
$293.98
62.97% $108.87
44.12%
FND
FLOOR & DECOR HOLDINGS INC-A
-78.89%
-129,300
-1.95%
$74.79
5.99% $70.31
0.52%
2020 Q2 (8 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+11.62%
+80,000
+4.94%
$215.70
49.53% $108.87
47.50%
EL
ESTEE LAUDER COMPANIES-CL A
-34.60%
-3,450
-0.19%
$188.75
71.14% $54.47
0.35%
LTHM
LIVENT CORP
-38.25%
-1,397,315
-2.47%
$6.16
168.02% $16.51
3.98%
CDAY
CERIDIAN HCM HOLDING INC
-57.82%
-35,000
-0.79%
$79.26
12.29% $69.52
0.58%
GPN
GLOBAL PAYMENTS INC
-81.48%
-167,040
-8.12%
$169.63
59.05% $69.46
1.85%
FND
FLOOR & DECOR HOLDINGS INC-A
-93.16%
-2,231,895
-36.87%
$57.65
21.96% $70.31
2.71%
CGNX
COGNEX CORP
-100.00%
-28,121
-0.34%
$42.21
43.69% $23.77
0.00%
EEFT
EURONET WORLDWIDE INC
-100.00%
-41,820
-1.03%
$85.72
10.47% $94.70
0.00%
2020 Q1 (11 results)
CDAY
CERIDIAN HCM HOLDING INC
buy
+60,537
+0.79%
$50.07
38.85% $69.52
0.79%
EEFT
EURONET WORLDWIDE INC
buy
+41,820
+0.93%
$85.72
10.47% $94.70
0.00%
LTHM
LIVENT CORP
-6.75%
-264,405
-0.36%
$5.25
214.48% $16.51
4.98%
MSFT
MICROSOFT CORP
-17.36%
-155,000
-6.34%
$157.71
133.20% $367.78
30.21%
FND
FLOOR & DECOR HOLDINGS INC-A
-27.51%
-909,236
-7.57%
$32.09
119.10% $70.31
19.95%
EL
ESTEE LAUDER COMPANIES-CL A
-39.28%
-6,450
-0.27%
$159.35
65.82% $54.47
0.41%
GPN
GLOBAL PAYMENTS INC
-70.71%
-495,000
-18.53%
$144.23
51.84% $69.46
7.67%
CGNX
COGNEX CORP
-73.99%
-80,000
-0.88%
$42.21
43.69% $23.77
0.00%
FTCH
FARFETCH LTD-CLASS A
-100.00%
-430,005
-1.16%
$10.35
93.82% $0.64
0.00%
NOW
SERVICENOW INC
-100.00%
-66,000
-4.84%
$282.32
173.51% $772.16
0.00%
SPOT
SPOTIFY TECHNOLOGY SA
-100.00%
-143,217
-5.56%
$149.55
283.99% $574.25
0.00%
45 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.