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
2016 Q2 (8 results)
COE
CHINA ONLINE EDUCATION-ADR
buy
+65,875
+1.42%
$79.32
80.70% $15.31
1.42%
CSTE
CAESARSTONE LTD
+71.77%
+334,961
+4.80%
$34.76
88.55% $3.98
11.49%
BABA
ALIBABA GROUP HOLDING-SP ADR
+13.66%
+92,162
+2.96%
$79.53
7.61% $85.58
24.60%
9990620D
GRUBHUB INC
-9.96%
-380,000
-3.21%
$31.07
-
29.06%
LABL
MULTI-COLOR CORP
-23.16%
-92,794
-2.54%
$63.40
-
8.44%
HXL
HEXCEL CORP
-64.72%
-708,496
-8.03%
$41.64
42.94% $59.52
4.38%
TAL
TAL EDUCATION GROUP- ADR
-100.00%
-2,532,318
-5.71%
$8.28
18.48% $9.81
0.00%
GOOG
ALPHABET INC-CL C
-100.00%
-729,120
-7.39%
$37.25
354.36% $169.24
0.00%
2016 Q1 (13 results)
CSTE
CAESARSTONE LTD
buy
+707,109
+6.10%
$34.35
88.41% $3.98
6.10%
ETSY
ETSY INC
buy
+313,213
+0.68%
$8.70
497.58% $51.99
0.68%
LABL
MULTI-COLOR CORP
+94.29%
+308,690
+4.14%
$53.35
-
8.52%
BIDU
BAIDU INC - SPON ADR
+65.68%
+8,220
+0.39%
$190.88
57.23% $81.63
0.99%
BABA
ALIBABA GROUP HOLDING-SP ADR
+48.19%
+325,000
+6.45%
$79.03
8.29% $85.58
19.84%
9990620D
GRUBHUB INC
+28.12%
+837,485
+5.29%
$25.13
-
24.08%
HXL
HEXCEL CORP
-13.06%
-113,491
-1.81%
$43.71
36.17% $59.52
12.02%
GOOG
ALPHABET INC-CL C
-31.16%
-330,000
-3.09%
$37.25
354.36% $169.24
0.00%
TAL
TAL EDUCATION GROUP- ADR
-52.21%
-2,766,018
-5.75%
$8.28
18.48% $9.81
0.00%
YELP
YELP INC
-100.00%
-68,600
-0.50%
$28.80
23.52% $35.58
0.00%
YRD
YIREN DIGITAL LTD - SPS ADR
-100.00%
-533,077
-1.72%
$9.45
48.78% $4.84
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-52,140
-0.51%
$38.90
330.98% $167.63
0.00%
GLW
CORNING INC
-100.00%
-120,258
-0.72%
$18.28
161.67% $47.84
0.00%
2015 Q4 (13 results)
BIDU
BAIDU INC - SPON ADR
buy
+12,516
+0.66%
$189.04
56.82% $81.63
0.66%
GOOG
ALPHABET INC-CL C
buy
+1,059,120
+11.26%
$37.94
346.03% $169.24
11.26%
YELP
YELP INC
buy
+68,600
+0.55%
$28.80
23.52% $35.58
0.00%
GOOGL
ALPHABET INC-CL A
buy
+52,140
+0.57%
$38.90
330.98% $167.63
0.00%
YRD
YIREN DIGITAL LTD - SPS ADR
buy
+533,077
+1.92%
$9.45
48.78% $4.84
0.00%
LABL
MULTI-COLOR CORP
buy
+245,550
+5.49%
$59.81
-
5.49%
CGNX
COGNEX CORP
+337.09%
+2,376,192
+11.24%
$16.88
132.16% $39.20
14.57%
9990620D
GRUBHUB INC
-5.33%
-167,688
-1.14%
$24.20
-
20.19%
TAL
TAL EDUCATION GROUP- ADR
-53.47%
-6,089,208
-13.21%
$7.75
26.66% $9.81
11.49%
MJN
MEAD JOHNSON NUTRITION CO
-100.00%
-647,300
-12.76%
$70.40
-
0.00%
8888000D
GOOGLE LLC
-100.00%
-2,607
-0.47%
$638.28
-
0.00%
9999000D
GOOGLE INC-CL C
-100.00%
-43,688
-9.02%
$608.41
-
0.00%
KANG
IKANG HEALTHCARE GROUP-ADR
-100.00%
-1,045,117
-5.35%
$14.80
-
0.00%
2015 Q3 (13 results)
CGNX
COGNEX CORP
buy
+592,121
+3.47%
$17.19
128.10% $39.20
3.47%
GLW
CORNING INC
buy
+157,200
+0.77%
$17.12
179.47% $47.84
0.77%
BABA
ALIBABA GROUP HOLDING-SP ADR
+93.25%
+325,450
+5.50%
$58.97
45.13% $85.58
11.39%
9990620D
GRUBHUB INC
+65.35%
+1,243,307
+8.66%
$24.34
-
21.92%
HXL
HEXCEL CORP
+46.95%
+402,300
+5.17%
$44.86
32.68% $59.52
16.17%
MJN
MEAD JOHNSON NUTRITION CO
-16.19%
-125,000
-2.52%
$70.40
-
0.00%
TAL
TAL EDUCATION GROUP- ADR
-18.73%
-2,624,274
-4.03%
$5.36
83.08% $9.81
17.47%
AMZN
AMAZONCOM INC
-27.98%
-31,000
-0.23%
$25.59
675.25% $198.38
0.58%
KANG
IKANG HEALTHCARE GROUP-ADR
-54.29%
-1,241,233
-6.49%
$14.80
-
0.00%
CSCO
CISCO SYSTEMS INC
-100.00%
-11,088
-0.10%
$27.44
109.80% $57.56
0.00%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
-100.00%
-1,253,617
-15.38%
$42.85
-
0.00%
DATA
TABLEAU SOFTWARE INC-CL A
-100.00%
-4,250
-0.14%
$115.29
-
0.00%
BIDU
BAIDU INC - SPON ADR
-100.00%
-1,640
-0.09%
$198.78
58.93% $81.63
0.00%
47 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.