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
2018 Q2 (7 results)
HUYA
HUYA INC-ADR
buy
+10,000
+0.07%
$32.90
88.84% $3.67
0.00%
ALB
ALBEMARLE CORP
buy
+167,000
+3.51%
$94.33
34.73% $61.57
0.00%
FND
FLOOR & DECOR HOLDINGS INC-A
+62.21%
+574,403
+6.31%
$49.33
69.88% $83.80
16.46%
EL
ESTEE LAUDER COMPANIES-CL A
+27.78%
+3,000
+0.10%
$142.68
54.19% $65.36
0.44%
CGNX
COGNEX CORP
+24.07%
+595,358
+5.92%
$44.61
29.12% $31.62
30.50%
HXL
HEXCEL CORP
+15.36%
+110,000
+1.63%
$66.38
18.61% $54.03
12.21%
SBUX
STARBUCKS CORP
-100.00%
-30,550
-0.39%
$57.91
47.95% $85.67
0.00%
2018 Q1 (7 results)
EL
ESTEE LAUDER COMPANIES-CL A
buy
+10,800
+0.41%
$149.72
56.35% $65.36
0.41%
FND
FLOOR & DECOR HOLDINGS INC-A
buy
+923,278
+12.34%
$52.12
60.78% $83.80
12.34%
SBUX
STARBUCKS CORP
+120.58%
+16,700
+0.25%
$57.91
47.95% $85.67
0.00%
CGNX
COGNEX CORP
+15.32%
+328,674
+4.38%
$51.99
39.18% $31.62
32.99%
BABA
ALIBABA GROUP HOLDING-SP ADR
+12.22%
+97,000
+4.57%
$183.54
27.78% $132.55
41.93%
CSTE
CAESARSTONE LTD
-100.00%
-1,832,279
-10.34%
$22.00
90.27% $2.14
0.00%
MHK
MOHAWK INDUSTRIES INC
-100.00%
-127,677
-9.04%
$275.90
59.79% $110.94
0.00%
2017 Q4 (4 results)
MHK
MOHAWK INDUSTRIES INC
-12.72%
-18,600
-1.32%
$275.90
59.79% $110.94
0.00%
CGNX
COGNEX CORP
-17.26%
-447,410
-7.04%
$61.16
48.30% $31.62
33.75%
BABA
ALIBABA GROUP HOLDING-SP ADR
-18.49%
-180,000
-7.99%
$172.43
23.13% $132.55
35.21%
CSTE
CAESARSTONE LTD
-21.09%
-489,851
-2.77%
$22.00
90.27% $2.14
0.00%
2017 Q3 (5 results)
SBUX
STARBUCKS CORP
+36.45%
+3,700
+0.04%
$53.72
59.48% $85.67
0.16%
CGNX
COGNEX CORP
-7.66%
-215,000
-2.59%
$55.14
42.66% $31.62
31.19%
BABA
ALIBABA GROUP HOLDING-SP ADR
-19.08%
-229,500
-8.65%
$172.71
23.25% $132.55
36.69%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
-100.00%
-350,000
-0.91%
$11.90
85.21% $1.76
0.00%
9990620D
GRUBHUB INC
-100.00%
-866,799
-8.25%
$43.60
-
0.00%
2017 Q2 (7 results)
MHK
MOHAWK INDUSTRIES INC
buy
+146,277
+7.28%
$241.69
54.10% $110.94
7.28%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
buy
+350,000
+0.86%
$11.90
85.21% $1.76
0.00%
SBUX
STARBUCKS CORP
buy
+10,150
+0.12%
$58.33
46.88% $85.67
0.12%
HXL
HEXCEL CORP
+85.35%
+329,683
+3.58%
$52.79
2.35% $54.03
7.78%
BABA
ALIBABA GROUP HOLDING-SP ADR
-8.38%
-110,000
-3.19%
$140.90
5.93% $132.55
34.90%
9990620D
GRUBHUB INC
-80.17%
-3,504,005
-31.45%
$43.60
-
0.00%
ETSY
ETSY INC
-100.00%
-1,365,949
-2.99%
$10.63
347.70% $47.59
0.00%
2017 Q1 (4 results)
CSTE
CAESARSTONE LTD
-9.72%
-250,000
-1.73%
$36.25
94.10% $2.14
16.10%
CGNX
COGNEX CORP
-13.81%
-450,000
-3.61%
$41.98
24.67% $31.62
22.53%
AEO
AMERICAN EAGLE OUTFITTERS
-100.00%
-60,000
-0.17%
$15.17
20.42% $12.07
0.00%
COE
CHINA ONLINE EDUCATION-ADR
-100.00%
-65,875
-0.78%
$62.19
68.00% $19.90
0.00%
2016 Q4 (8 results)
CSTE
CAESARSTONE LTD
+87.11%
+1,197,503
+6.89%
$28.65
92.53% $2.14
14.80%
9990620D
GRUBHUB INC
+27.22%
+935,100
+7.06%
$37.62
-
33.02%
BABA
ALIBABA GROUP HOLDING-SP ADR
+8.35%
+101,150
+1.78%
$87.81
50.95% $132.55
23.15%
CGNX
COGNEX CORP
-3.64%
-122,874
-0.78%
$31.81
0.60% $31.62
20.81%
ETSY
ETSY INC
-35.08%
-738,213
-1.75%
$11.78
303.99% $47.59
3.23%
LABL
MULTI-COLOR CORP
-100.00%
-458,367
-6.07%
$66.00
-
0.00%
AMZN
AMAZONCOM INC
-100.00%
-79,760
-0.67%
$41.86
398.39% $208.64
0.00%
BIDU
BAIDU INC - SPON ADR
-100.00%
-20,736
-0.76%
$182.05
49.86% $91.28
0.00%
2016 Q3 (7 results)
AEO
AMERICAN EAGLE OUTFITTERS
buy
+60,000
+0.21%
$17.87
32.44% $12.07
0.21%
ETSY
ETSY INC
+571.80%
+1,790,949
+5.03%
$14.28
233.27% $47.59
5.91%
CSTE
CAESARSTONE LTD
+13.17%
+160,000
+1.19%
$37.71
94.33% $2.14
10.20%
CGNX
COGNEX CORP
+9.71%
+299,178
+1.56%
$26.43
19.64% $31.62
17.58%
BABA
ALIBABA GROUP HOLDING-SP ADR
+6.69%
+76,000
+1.58%
$105.79
25.30% $132.55
25.23%
AMZN
AMAZONCOM INC
-0.05%
-40
-0.00%
$41.86
398.39% $208.64
0.00%
LABL
MULTI-COLOR CORP
-6.23%
-30,430
-0.40%
$66.00
-
0.00%
49 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.