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).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2020 Q4 (18 results)

AMZN

AMAZONCOM INC

buy

+34,800

+0.97%

$162.84

56.30% $254.52

0.97%

ADBE

ADOBE INC

buy

+5,610

+0.48%

$500.18

47.36% $263.30

0.48%

NOW

SERVICENOW INC

buy

+5,610

+0.53%

$550.45

77.52% $123.72

0.53%

ECL

ECOLAB INC

buy

+4,920

+0.18%

$216.26

19.06% $257.49

0.18%

CGNX

COGNEX CORP

buy

+14,112

+0.19%

$80.29

19.21% $64.86

0.00%

META

META PLATFORMS INC-CLASS A

buy

+12,230

+0.57%

$273.18

133.58% $638.10

0.57%

PFGC

PERFORMANCE FOOD GROUP CO

buy

+12,700

+0.10%

$47.64

101.08% $95.79

0.10%

STZ

CONSTELLATION BRANDS INC-A

buy

+10,735

+0.40%

$219.10

37.49% $136.95

0.40%

GOOGL

ALPHABET INC-CL A

buy

+7,500

+0.11%

$87.60

320.32% $368.20

0.11%

DYNATRACE INC

buy

+13,200

+0.10%

$43.26

2.16% $44.19

0.10%

EEFT

EURONET WORLDWIDE INC

+60.66%

+173,000

+4.28%

$144.92

50.42% $71.85

11.34%

GPN

GLOBAL PAYMENTS INC

+35.01%

+89,620

+3.30%

$215.42

67.56% $69.89

12.71%

LTHM

LIVENT CORP

+27.26%

+805,605

+2.59%

$18.84

12.10%

PROCTER & GAMBLE CO/THE

+15.29%

+2,530

+0.06%

$139.15

1.36% $141.05

0.45%

MSFT

MICROSOFT CORP

+3.33%

+24,600

+0.93%

$222.42

93.79% $431.02

28.95%

BABA

ALIBABA GROUP HOLDING-SP ADR

+1.63%

+12,120

+0.48%

$232.73

29.98%

CDAY

CERIDIAN HCM HOLDING INC

-100.00%

-190,537

-2.69%

$82.65

0.00%

SNOW

SNOWFLAKE INC-CLASS A

-100.00%

-4,824

-0.21%

$251.04

0.50% $252.29

0.00%

2020 Q3 (8 results)

EEFT

EURONET WORLDWIDE INC

buy

+285,214

+5.25%

$91.10

21.13% $71.85

5.25%

PROCTER & GAMBLE CO/THE

buy

+16,550

+0.46%

$138.97

1.49% $141.05

0.46%

SNOW

SNOWFLAKE INC-CLASS A

buy

+4,824

+0.24%

$251.04

0.50% $252.29

0.00%

CDAY

CERIDIAN HCM HOLDING INC

+646.12%

+165,000

+2.76%

$82.65

0.00%

GPN

GLOBAL PAYMENTS INC

+574.29%

+218,000

+7.83%

$177.58

60.64% $69.89

9.19%

LTHM

LIVENT CORP

+31.04%

+700,000

+1.27%

$8.97

5.36%

BABA

ALIBABA GROUP HOLDING-SP ADR

-3.38%

-26,000

-1.55%

$293.98

44.12%

FND

FLOOR & DECOR HOLDINGS INC-A

-78.89%

-129,300

-1.95%

$74.79

33.82% $49.50

0.52%

2020 Q2 (8 results)

BABA

ALIBABA GROUP HOLDING-SP ADR

+11.62%

+80,000

+4.94%

$215.70

47.50%

ESTEE LAUDER COMPANIES-CL A

-34.60%

-3,450

-0.19%

$188.75

56.09% $82.87

0.35%

LTHM

LIVENT CORP

-38.25%

-1,397,315

-2.47%

$6.16

3.98%

CDAY

CERIDIAN HCM HOLDING INC

-57.82%

-35,000

-0.79%

$79.26

0.58%

GPN

GLOBAL PAYMENTS INC

-81.48%

-167,040

-8.12%

$169.63

58.80% $69.89

1.85%

FND

FLOOR & DECOR HOLDINGS INC-A

-93.16%

-2,231,895

-36.87%

$57.65

14.14% $49.50

2.71%

CGNX

COGNEX CORP

-100.00%

-28,121

-0.34%

$42.21

53.66% $64.86

0.00%

EEFT

EURONET WORLDWIDE INC

-100.00%

-41,820

-1.03%

$85.72

16.18% $71.85

0.00%

2020 Q1 (11 results)

CDAY

CERIDIAN HCM HOLDING INC

buy

+60,537

+0.79%

$50.07

0.79%

EEFT

EURONET WORLDWIDE INC

buy

+41,820

+0.93%

$85.72

16.18% $71.85

0.00%

LTHM

LIVENT CORP

-6.75%

-264,405

-0.36%

$5.25

4.98%

MSFT

MICROSOFT CORP

-17.36%

-155,000

-6.34%

$157.71

173.30% $431.02

30.21%

FND

FLOOR & DECOR HOLDINGS INC-A

-27.51%

-909,236

-7.57%

$32.09

54.25% $49.50

19.95%

ESTEE LAUDER COMPANIES-CL A

-39.28%

-6,450

-0.27%

$159.35

47.99% $82.87

0.41%

GPN

GLOBAL PAYMENTS INC

-70.71%

-495,000

-18.53%

$144.23

51.54% $69.89

7.67%

CGNX

COGNEX CORP

-73.99%

-80,000

-0.88%

$42.21

53.66% $64.86

0.00%

SPOT

SPOTIFY TECHNOLOGY SA

-100.00%

-143,217

-5.56%

$149.55

233.04% $498.06

0.00%

FTCH

FARFETCH LTD-CLASS A

-100.00%

-430,005

-1.16%

$10.35

0.00%

NOW

SERVICENOW INC

-100.00%

-66,000

-4.84%

$282.32

56.18% $123.72

0.00%

45 of 499

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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.