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
2018 Q2 (7 results)
ALB
ALBEMARLE CORP
buy
+167,000
+3.51%
$94.33
24.75% $70.98
0.00%
HUYA
HUYA INC-ADR
buy
+10,000
+0.07%
$32.90
92.25% $2.55
0.00%
FND
FLOOR & DECOR HOLDINGS INC-A
+62.21%
+574,403
+6.31%
$49.33
68.84% $83.29
16.46%
EL
ESTEE LAUDER COMPANIES-CL A
+27.78%
+2,490
+0.10%
$142.68
36.17% $91.08
0.44%
CGNX
COGNEX CORP
+24.07%
+595,358
+5.92%
$44.61
23.02% $34.34
30.50%
HXL
HEXCEL CORP
+15.36%
+110,000
+1.63%
$66.38
11.36% $58.84
12.21%
SBUX
STARBUCKS CORP
-100.00%
-30,550
-0.39%
$57.91
63.96% $94.94
0.00%
2018 Q1 (7 results)
FND
FLOOR & DECOR HOLDINGS INC-A
buy
+821,717
+12.34%
$52.12
59.81% $83.29
12.34%
EL
ESTEE LAUDER COMPANIES-CL A
buy
+9,450
+0.41%
$149.72
39.17% $91.08
0.41%
SBUX
STARBUCKS CORP
+120.58%
+16,700
+0.25%
$57.91
63.96% $94.94
0.00%
CGNX
COGNEX CORP
+15.32%
+328,674
+4.38%
$51.99
33.95% $34.34
32.99%
BABA
ALIBABA GROUP HOLDING-SP ADR
+12.22%
+97,000
+4.57%
$183.54
41.85% $106.72
41.93%
MHK
MOHAWK INDUSTRIES INC
-100.00%
-127,677
-9.04%
$275.90
59.21% $112.53
0.00%
CSTE
CAESARSTONE LTD
-100.00%
-1,832,279
-10.34%
$22.00
92.05% $1.75
0.00%
2017 Q4 (4 results)
MHK
MOHAWK INDUSTRIES INC
-12.72%
-18,600
-1.32%
$275.90
59.21% $112.53
0.00%
CGNX
COGNEX CORP
-17.26%
-411,617
-7.04%
$61.16
43.85% $34.34
33.75%
BABA
ALIBABA GROUP HOLDING-SP ADR
-18.49%
-180,000
-7.99%
$172.43
38.11% $106.72
35.21%
CSTE
CAESARSTONE LTD
-21.09%
-489,851
-2.77%
$22.00
92.05% $1.75
0.00%
2017 Q3 (5 results)
SBUX
STARBUCKS CORP
+36.45%
+3,459
+0.04%
$53.72
76.74% $94.94
0.16%
CGNX
COGNEX CORP
-7.66%
-204,250
-2.59%
$55.14
37.72% $34.34
31.19%
BABA
ALIBABA GROUP HOLDING-SP ADR
-19.08%
-229,500
-8.65%
$172.71
38.21% $106.72
36.69%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
-100.00%
-348,250
-0.91%
$11.90
85.46% $1.73
0.00%
9990620D
GRUBHUB INC
-100.00%
-849,463
-8.25%
$43.60
-
0.00%
2017 Q2 (7 results)
MHK
MOHAWK INDUSTRIES INC
buy
+146,277
+7.28%
$241.69
53.44% $112.53
7.28%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
buy
+348,250
+0.86%
$11.90
85.46% $1.73
0.00%
SBUX
STARBUCKS CORP
buy
+9,794
+0.12%
$58.33
62.78% $94.94
0.12%
HXL
HEXCEL CORP
+85.35%
+329,683
+3.58%
$52.79
11.46% $58.84
7.78%
BABA
ALIBABA GROUP HOLDING-SP ADR
-8.38%
-110,000
-3.19%
$140.90
24.26% $106.72
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
444.40% $57.87
0.00%
2017 Q1 (4 results)
CSTE
CAESARSTONE LTD
-9.72%
-131,250
-1.73%
$36.25
95.17% $1.75
16.10%
CGNX
COGNEX CORP
-13.81%
-450,000
-3.61%
$41.98
18.19% $34.34
22.53%
AEO
AMERICAN EAGLE OUTFITTERS
-100.00%
-60,000
-0.17%
$15.17
34.73% $9.90
0.00%
COE
CHINA ONLINE EDUCATION-ADR
-100.00%
-36,560
-0.78%
$62.19
53.82% $28.72
0.00%
2016 Q4 (8 results)
CSTE
CAESARSTONE LTD
+87.11%
+1,197,503
+6.89%
$28.65
93.89% $1.75
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
21.53% $106.72
23.15%
CGNX
COGNEX CORP
-3.64%
-122,874
-0.78%
$31.81
7.95% $34.34
20.81%
ETSY
ETSY INC
-35.08%
-738,213
-1.75%
$11.78
391.25% $57.87
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
437.51% $225.02
0.00%
BIDU
BAIDU INC - SPON ADR
-100.00%
-20,736
-0.76%
$182.05
52.25% $86.93
0.00%
2016 Q3 (7 results)
AEO
AMERICAN EAGLE OUTFITTERS
buy
+36,900
+0.21%
$17.87
44.59% $9.90
0.21%
ETSY
ETSY INC
+571.80%
+1,790,949
+5.03%
$14.28
305.26% $57.87
5.91%
CSTE
CAESARSTONE LTD
+13.17%
+160,000
+1.19%
$37.71
95.36% $1.75
10.20%
CGNX
COGNEX CORP
+9.71%
+299,178
+1.56%
$26.43
29.93% $34.34
17.58%
BABA
ALIBABA GROUP HOLDING-SP ADR
+6.69%
+76,000
+1.58%
$105.79
0.88% $106.72
25.23%
AMZN
AMAZONCOM INC
-0.05%
-40
-0.00%
$41.86
437.51% $225.02
0.00%
LABL
MULTI-COLOR CORP
-6.23%
-30,430
-0.40%
$66.00
-
0.00%
49 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.