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
2020 Q4 (18 results)
PFGC
PERFORMANCE FOOD GROUP CO
buy
+12,700
+0.10%
$47.64
78.41% $84.99
0.10%
ECL
ECOLAB INC
buy
+4,255
+0.18%
$216.26
20.33% $260.22
0.18%
CGNX
COGNEX CORP
buy
+12,418
+0.19%
$80.29
62.67% $29.97
0.00%
STZ
CONSTELLATION BRANDS INC-A
buy
+10,735
+0.40%
$219.10
26.97% $160.00
0.40%
GOOGL
ALPHABET INC-CL A
buy
+7,500
+0.11%
$87.60
97.85% $173.32
0.11%
NOW
SERVICENOW INC
buy
+5,610
+0.53%
$550.45
78.42% $982.08
0.53%
DT
DYNATRACE INC
buy
+13,200
+0.10%
$43.26
28.65% $55.65
0.10%
META
META PLATFORMS INC-CLASS A
buy
+12,230
+0.57%
$273.18
154.69% $695.77
0.57%
AMZN
AMAZONCOM INC
buy
+34,800
+0.97%
$162.84
30.50% $212.52
0.97%
ADBE
ADOBE INC
buy
+5,610
+0.48%
$500.18
24.42% $378.04
0.48%
EEFT
EURONET WORLDWIDE INC
+60.66%
+173,000
+4.28%
$144.92
30.95% $100.06
11.34%
GPN
GLOBAL PAYMENTS INC
+35.01%
+89,620
+3.30%
$215.42
64.65% $76.16
12.71%
LTHM
LIVENT CORP
+27.26%
+672,680
+2.59%
$18.84
12.37% $16.51
12.10%
PG
PROCTER & GAMBLE CO/THE
+15.29%
+2,074
+0.06%
$139.15
13.56% $158.02
0.45%
MSFT
MICROSOFT CORP
+3.33%
+24,600
+0.93%
$222.42
115.92% $480.24
28.95%
BABA
ALIBABA GROUP HOLDING-SP ADR
+1.63%
+10,847
+0.48%
$232.73
51.24% $113.49
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
15.52% $212.08
0.00%
2020 Q3 (8 results)
EEFT
EURONET WORLDWIDE INC
buy
+268,101
+5.25%
$91.10
9.84% $100.06
5.25%
PG
PROCTER & GAMBLE CO/THE
buy
+15,060
+0.46%
$138.97
13.71% $158.02
0.46%
SNOW
SNOWFLAKE INC-CLASS A
buy
+4,824
+0.24%
$251.04
15.52% $212.08
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
57.11% $76.16
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
61.40% $113.49
44.12%
FND
FLOOR & DECOR HOLDINGS INC-A
-78.89%
-129,300
-1.95%
$74.79
1.33% $73.80
0.52%
2020 Q2 (8 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+11.62%
+80,000
+4.94%
$215.70
47.39% $113.49
47.50%
EL
ESTEE LAUDER COMPANIES-CL A
-34.60%
-3,450
-0.19%
$188.75
60.41% $74.72
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%
-34,475
-0.79%
$79.26
12.29% $69.52
0.58%
GPN
GLOBAL PAYMENTS INC
-81.48%
-162,028
-8.12%
$169.63
55.10% $76.16
1.85%
FND
FLOOR & DECOR HOLDINGS INC-A
-93.16%
-2,231,895
-36.87%
$57.65
28.01% $73.80
2.71%
EEFT
EURONET WORLDWIDE INC
-100.00%
-41,820
-1.03%
$85.72
16.72% $100.06
0.00%
CGNX
COGNEX CORP
-100.00%
-14,904
-0.34%
$42.21
29.00% $29.97
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
16.72% $100.06
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
204.51% $480.24
30.21%
FND
FLOOR & DECOR HOLDINGS INC-A
-27.51%
-909,236
-7.57%
$32.09
129.98% $73.80
19.95%
EL
ESTEE LAUDER COMPANIES-CL A
-39.28%
-6,450
-0.27%
$159.35
53.11% $74.72
0.41%
GPN
GLOBAL PAYMENTS INC
-70.71%
-495,000
-18.53%
$144.23
47.20% $76.16
7.67%
CGNX
COGNEX CORP
-73.99%
-42,400
-0.88%
$42.21
29.00% $29.97
0.00%
NOW
SERVICENOW INC
-100.00%
-66,000
-4.84%
$282.32
247.86% $982.08
0.00%
SPOT
SPOTIFY TECHNOLOGY SA
-100.00%
-78,053
-5.56%
$149.55
374.89% $710.19
0.00%
FTCH
FARFETCH LTD-CLASS A
-100.00%
-430,005
-1.16%
$10.35
93.82% $0.64
0.00%
45 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.