Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 5 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has purchased 2 securities: (BROS) DUTCH BROS INC-CLASS A (added shares +40.67%) and (TXRH) TEXAS ROADHOUSE INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (44.29%), (UBER) UBER TECHNOLOGIES INC (14.77%), (PWR) QUANTA SERVICES INC (13.66%), (BROS) DUTCH BROS INC-CLASS A (9.71%) and (ADBE) ADOBE INC (9.46%).

In the latest report(s) the following changes have been made to the top investments: (BROS) DUTCH BROS INC-CLASS A (added shares +40.67%) and (ADBE) ADOBE INC (reduced shares -18.92%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2018 Q2 (7 results)
ALB
ALBEMARLE CORP
buy
+167,000
+3.51%
$94.33
14.75% $108.24
0.00%
HUYA
HUYA INC-ADR
buy
+10,000
+0.07%
$32.90
90.97% $2.97
0.00%
FND
FLOOR & DECOR HOLDINGS INC-A
+62.21%
+574,403
+6.31%
$49.33
123.76% $110.38
16.46%
EL
ESTEE LAUDER COMPANIES-CL A
+27.78%
+2,490
+0.10%
$142.68
51.63% $69.02
0.44%
CGNX
COGNEX CORP
+24.07%
+595,358
+5.92%
$44.61
9.91% $40.19
30.50%
HXL
HEXCEL CORP
+15.36%
+110,000
+1.63%
$66.38
8.84% $60.51
12.21%
SBUX
STARBUCKS CORP
-100.00%
-30,550
-0.39%
$57.91
74.58% $101.09
0.00%
2018 Q1 (7 results)
FND
FLOOR & DECOR HOLDINGS INC-A
buy
+821,717
+12.34%
$52.12
111.78% $110.38
12.34%
EL
ESTEE LAUDER COMPANIES-CL A
buy
+9,450
+0.41%
$149.72
53.90% $69.02
0.41%
SBUX
STARBUCKS CORP
+120.58%
+16,700
+0.25%
$57.91
74.58% $101.09
0.00%
CGNX
COGNEX CORP
+15.32%
+328,674
+4.38%
$51.99
22.70% $40.19
32.99%
BABA
ALIBABA GROUP HOLDING-SP ADR
+12.22%
+97,000
+4.57%
$183.54
54.84% $82.89
41.93%
CSTE
CAESARSTONE LTD
-100.00%
-1,832,279
-10.34%
$22.00
81.32% $4.11
0.00%
MHK
MOHAWK INDUSTRIES INC
-100.00%
-127,677
-9.04%
$275.90
49.67% $138.87
0.00%
2017 Q4 (4 results)
MHK
MOHAWK INDUSTRIES INC
-12.72%
-18,600
-1.32%
$275.90
49.67% $138.87
0.00%
CGNX
COGNEX CORP
-17.26%
-411,617
-7.04%
$61.16
34.29% $40.19
33.75%
BABA
ALIBABA GROUP HOLDING-SP ADR
-18.49%
-180,000
-7.99%
$172.43
51.93% $82.89
35.21%
CSTE
CAESARSTONE LTD
-21.09%
-489,851
-2.77%
$22.00
81.32% $4.11
0.00%
2017 Q3 (5 results)
SBUX
STARBUCKS CORP
+36.45%
+3,459
+0.04%
$53.72
88.19% $101.09
0.16%
CGNX
COGNEX CORP
-7.66%
-204,250
-2.59%
$55.14
27.11% $40.19
31.19%
BABA
ALIBABA GROUP HOLDING-SP ADR
-19.08%
-229,500
-8.65%
$172.71
52.01% $82.89
36.69%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
-100.00%
-348,250
-0.91%
$11.90
84.62% $1.83
0.00%
9990620D
GRUBHUB INC
-100.00%
-849,463
-8.25%
$43.60
-
0.00%
2017 Q2 (7 results)
SBUX
STARBUCKS CORP
buy
+9,794
+0.12%
$58.33
73.32% $101.09
0.12%
MHK
MOHAWK INDUSTRIES INC
buy
+146,277
+7.28%
$241.69
42.54% $138.87
7.28%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
buy
+348,250
+0.86%
$11.90
84.62% $1.83
0.00%
HXL
HEXCEL CORP
+85.35%
+329,683
+3.58%
$52.79
14.62% $60.51
7.78%
BABA
ALIBABA GROUP HOLDING-SP ADR
-8.38%
-110,000
-3.19%
$140.90
41.17% $82.89
34.90%
9990620D
GRUBHUB INC
-80.17%
-3,433,924
-31.45%
$43.60
-
0.00%
ETSY
ETSY INC
-100.00%
-1,365,949
-2.99%
$10.63
396.80% $52.81
0.00%
2017 Q1 (4 results)
CSTE
CAESARSTONE LTD
-9.72%
-131,250
-1.73%
$36.25
88.66% $4.11
16.10%
CGNX
COGNEX CORP
-13.81%
-450,000
-3.61%
$41.98
4.25% $40.19
22.53%
AEO
AMERICAN EAGLE OUTFITTERS
-100.00%
-60,000
-0.17%
$15.17
17.03% $17.75
0.00%
COE
CHINA ONLINE EDUCATION-ADR
-100.00%
-36,560
-0.78%
$62.19
75.88% $15.00
0.00%
2016 Q4 (8 results)
CSTE
CAESARSTONE LTD
+87.11%
+1,197,503
+6.89%
$28.65
85.65% $4.11
14.80%
9990620D
GRUBHUB INC
+27.22%
+504,954
+7.06%
$37.62
-
33.02%
BABA
ALIBABA GROUP HOLDING-SP ADR
+8.35%
+57,655
+1.78%
$87.81
5.60% $82.89
23.15%
CGNX
COGNEX CORP
-3.64%
-122,874
-0.78%
$31.81
26.34% $40.19
20.81%
ETSY
ETSY INC
-35.08%
-738,213
-1.75%
$11.78
348.30% $52.81
3.23%
AMZN
AMAZONCOM INC
-100.00%
-79,760
-0.67%
$41.86
371.78% $197.50
0.00%
BIDU
BAIDU INC - SPON ADR
-100.00%
-20,736
-0.76%
$182.05
56.29% $79.58
0.00%
LABL
MULTI-COLOR CORP
-100.00%
-458,367
-6.07%
$66.00
-
0.00%
2016 Q3 (7 results)
AEO
AMERICAN EAGLE OUTFITTERS
buy
+36,900
+0.21%
$17.87
0.65% $17.75
0.21%
ETSY
ETSY INC
+571.80%
+1,790,949
+5.03%
$14.28
269.82% $52.81
5.91%
CSTE
CAESARSTONE LTD
+13.17%
+160,000
+1.19%
$37.71
89.10% $4.11
10.20%
CGNX
COGNEX CORP
+9.71%
+299,178
+1.56%
$26.43
52.06% $40.19
17.58%
BABA
ALIBABA GROUP HOLDING-SP ADR
+6.69%
+76,000
+1.58%
$105.79
21.65% $82.89
25.23%
AMZN
AMAZONCOM INC
-0.05%
-40
-0.00%
$41.86
371.78% $197.50
0.00%
LABL
MULTI-COLOR CORP
-6.23%
-30,430
-0.40%
$66.00
-
0.00%
49 of 457

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.