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
2019 Q4 (7 results)
NOW
SERVICENOW INC
buy
+66,000
+2.78%
$282.32
247.86% $982.08
0.00%
LTHM
LIVENT CORP
+58.34%
+808,195
+1.84%
$8.55
93.10% $16.51
5.00%
EL
ESTEE LAUDER COMPANIES-CL A
+34.36%
+4,200
+0.13%
$206.55
63.83% $74.72
0.51%
GPN
GLOBAL PAYMENTS INC
+14.01%
+86,000
+2.34%
$182.56
58.28% $76.16
19.07%
FND
FLOOR & DECOR HOLDINGS INC-A
-4.07%
-140,100
-1.06%
$50.81
45.25% $73.80
25.06%
FTCH
FARFETCH LTD-CLASS A
-57.70%
-586,502
-0.91%
$10.35
93.82% $0.64
0.00%
REAL
REALREAL INC/THE
-100.00%
-36,400
-0.12%
$22.36
77.19% $5.10
0.00%
2019 Q3 (12 results)
LTHM
LIVENT CORP
buy
+2,473,989
+2.94%
$6.69
146.79% $16.51
2.94%
GPN
GLOBAL PAYMENTS INC
+196.62%
+407,000
+11.49%
$159.00
52.10% $76.16
17.33%
REAL
REALREAL INC/THE
+82.00%
+16,400
+0.07%
$22.36
77.19% $5.10
0.00%
MSFT
MICROSOFT CORP
+14.05%
+110,000
+2.71%
$139.03
245.42% $480.24
22.04%
EL
ESTEE LAUDER COMPANIES-CL A
-1.13%
-86
-0.00%
$198.99
62.45% $74.72
0.43%
BABA
ALIBABA GROUP HOLDING-SP ADR
-5.99%
-28,502
-1.30%
$167.23
32.14% $113.49
20.44%
FND
FLOOR & DECOR HOLDINGS INC-A
-12.06%
-299,906
-4.29%
$51.15
44.28% $73.80
31.28%
SPOT
SPOTIFY TECHNOLOGY SA
-34.90%
-46,453
-1.55%
$114.00
522.96% $710.19
2.90%
FTCH
FARFETCH LTD-CLASS A
-80.48%
-4,189,717
-6.43%
$8.64
92.59% $0.64
1.56%
CGNX
COGNEX CORP
-91.45%
-1,157,000
-10.09%
$49.13
39.00% $29.97
0.94%
HXL
HEXCEL CORP
-100.00%
-148,276
-3.13%
$80.88
32.79% $54.36
0.00%
TJX
TJX COMPANIES INC
-100.00%
-35,614
-0.33%
$52.87
131.77% $122.54
0.00%
2019 Q2 (9 results)
REAL
REALREAL INC/THE
buy
+20,000
+0.09%
$28.90
82.35% $5.10
0.09%
GPN
GLOBAL PAYMENTS INC
buy
+207,000
+5.10%
$160.13
52.44% $76.16
5.10%
MSFT
MICROSOFT CORP
+91.91%
+375,000
+7.73%
$133.96
258.49% $480.24
16.14%
FTCH
FARFETCH LTD-CLASS A
+88.10%
+2,438,376
+7.81%
$20.80
96.92% $0.64
16.67%
BABA
ALIBABA GROUP HOLDING-SP ADR
+0.65%
+3,337
+0.12%
$169.45
33.02% $113.49
19.10%
FND
FLOOR & DECOR HOLDINGS INC-A
-6.57%
-191,444
-1.78%
$41.90
76.13% $73.80
25.26%
EL
ESTEE LAUDER COMPANIES-CL A
-24.91%
-4,100
-0.12%
$183.14
59.20% $74.72
0.35%
CGNX
COGNEX CORP
-33.82%
-646,620
-4.77%
$47.98
37.54% $29.97
9.34%
HXL
HEXCEL CORP
-48.46%
-139,400
-2.55%
$80.88
32.79% $54.36
0.00%
2019 Q1 (9 results)
SPOT
SPOTIFY TECHNOLOGY SA
buy
+220,000
+5.18%
$138.80
411.66% $710.19
5.18%
TJX
TJX COMPANIES INC
buy
+35,614
+0.32%
$53.21
130.30% $122.54
0.32%
MSFT
MICROSOFT CORP
buy
+295,800
+8.16%
$117.94
307.19% $480.24
8.16%
EL
ESTEE LAUDER COMPANIES-CL A
+56.04%
+5,912
+0.17%
$165.53
54.86% $74.72
0.46%
FTCH
FARFETCH LTD-CLASS A
+30.00%
+638,795
+2.91%
$26.91
97.62% $0.64
12.63%
BABA
ALIBABA GROUP HOLDING-SP ADR
-9.91%
-80,016
-2.48%
$182.45
37.80% $113.49
22.51%
FND
FLOOR & DECOR HOLDINGS INC-A
-24.89%
-1,389,494
-9.71%
$41.22
79.04% $73.80
29.30%
CGNX
COGNEX CORP
-31.13%
-652,300
-7.45%
$50.86
41.07% $29.97
16.48%
HXL
HEXCEL CORP
-39.04%
-270,903
-3.18%
$69.16
21.40% $54.36
4.96%
2018 Q4 (5 results)
FTCH
FARFETCH LTD-CLASS A
buy
+1,671,306
+8.54%
$17.71
96.39% $0.64
8.54%
FND
FLOOR & DECOR HOLDINGS INC-A
+89.12%
+2,630,623
+15.43%
$25.90
184.94% $73.80
32.75%
CGNX
COGNEX CORP
+22.44%
+508,798
+4.46%
$38.67
22.50% $29.97
24.31%
HXL
HEXCEL CORP
-15.98%
-101,647
-1.71%
$57.34
5.20% $54.36
9.01%
EL
ESTEE LAUDER COMPANIES-CL A
-23.55%
-3,250
-0.10%
$130.14
42.59% $74.72
0.31%
2018 Q3 (5 results)
FND
FLOOR & DECOR HOLDINGS INC-A
+97.09%
+1,185,072
+10.80%
$30.17
144.61% $73.80
21.93%
BABA
ALIBABA GROUP HOLDING-SP ADR
-9.32%
-83,000
-3.37%
$164.76
31.12% $113.49
32.77%
CGNX
COGNEX CORP
-26.14%
-802,107
-11.03%
$55.82
46.31% $29.97
31.16%
ALB
ALBEMARLE CORP
-100.00%
-167,000
-3.88%
$94.33
37.03% $59.40
0.00%
HUYA
HUYA INC-ADR
-100.00%
-10,000
-0.08%
$32.90
88.24% $3.87
0.00%
47 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.