Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 11 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, bought 4 totally new, decreased the number of shares of 2 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (WIX) WIXCOM LTD (new buy), (WMT) WALMART INC (added shares +474.82%), (HUBB) HUBBELL INC (new buy), (WRD) WERIDE INC-ADR (new buy) and (SN) SHARKNINJA INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (30.59%), (BROS) DUTCH BROS INC-CLASS A (19.26%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (17.22%), (AMZN) AMAZONCOM INC (14.89%) and (WIX) WIXCOM LTD (6.67%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -14.19%), (AMZN) AMAZONCOM INC (added shares +0.87%) and (WIX) WIXCOM LTD (new buy).

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
78.46% $168.34
0.00%
HUYA
HUYA INC-ADR
buy
+10,000
+0.07%
$32.90
-
0.00%
FND
FLOOR & DECOR HOLDINGS INC-A
+62.21%
+574,403
+6.31%
$49.33
0.49% $49.57
16.46%
EL
ESTEE LAUDER COMPANIES-CL A
+27.78%
+3,000
+0.10%
$142.68
42.49% $82.05
0.44%
CGNX
COGNEX CORP
+24.07%
+595,358
+5.92%
$44.61
48.08% $66.06
30.50%
HXL
HEXCEL CORP
+15.36%
+110,000
+1.63%
$66.38
32.67% $88.07
12.21%
SBUX
STARBUCKS CORP
-100.00%
-30,550
-0.39%
$57.91
65.60% $95.89
0.00%
2018 Q1 (7 results)
FND
FLOOR & DECOR HOLDINGS INC-A
buy
+923,278
+12.34%
$52.12
4.89% $49.57
12.34%
EL
ESTEE LAUDER COMPANIES-CL A
buy
+10,800
+0.41%
$149.72
45.20% $82.05
0.41%
SBUX
STARBUCKS CORP
+120.58%
+16,700
+0.25%
$57.91
65.60% $95.89
0.00%
CGNX
COGNEX CORP
+15.32%
+328,674
+4.38%
$51.99
27.06% $66.06
32.99%
BABA
ALIBABA GROUP HOLDING-SP ADR
+12.22%
+97,000
+4.57%
$183.54
-
41.93%
MHK
MOHAWK INDUSTRIES INC
-100.00%
-127,677
-9.04%
$275.90
61.99% $104.88
0.00%
CSTE
CAESARSTONE LTD
-100.00%
-1,832,279
-10.34%
$22.00
92.27% $1.70
0.00%
2017 Q4 (4 results)
MHK
MOHAWK INDUSTRIES INC
-12.72%
-18,600
-1.32%
$275.90
61.99% $104.88
0.00%
CGNX
COGNEX CORP
-17.26%
-447,410
-7.04%
$61.16
8.01% $66.06
33.75%
BABA
ALIBABA GROUP HOLDING-SP ADR
-18.49%
-180,000
-7.99%
$172.43
-
35.21%
CSTE
CAESARSTONE LTD
-21.09%
-489,851
-2.77%
$22.00
92.27% $1.70
0.00%
2017 Q3 (5 results)
SBUX
STARBUCKS CORP
+36.45%
+3,700
+0.04%
$53.72
78.50% $95.89
0.16%
CGNX
COGNEX CORP
-7.66%
-215,000
-2.59%
$55.14
19.80% $66.06
31.19%
BABA
ALIBABA GROUP HOLDING-SP ADR
-19.08%
-229,500
-8.65%
$172.71
-
36.69%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
-100.00%
-350,000
-0.91%
$11.90
-
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
56.61% $104.88
7.28%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
buy
+350,000
+0.86%
$11.90
-
0.00%
SBUX
STARBUCKS CORP
buy
+10,150
+0.12%
$58.33
64.41% $95.89
0.12%
HXL
HEXCEL CORP
+85.35%
+329,683
+3.58%
$52.79
66.83% $88.07
7.78%
BABA
ALIBABA GROUP HOLDING-SP ADR
-8.38%
-110,000
-3.19%
$140.90
-
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
530.76% $67.05
0.00%
2017 Q1 (4 results)
CSTE
CAESARSTONE LTD
-9.72%
-250,000
-1.73%
$36.25
95.31% $1.70
16.10%
CGNX
COGNEX CORP
-13.81%
-450,000
-3.61%
$41.98
57.38% $66.06
22.53%
AEO
AMERICAN EAGLE OUTFITTERS
-100.00%
-60,000
-0.17%
$15.17
7.74% $16.34
0.00%
COE
CHINA ONLINE EDUCATION-ADR
-100.00%
-65,875
-0.78%
$62.19
-
0.00%
2016 Q4 (8 results)
CSTE
CAESARSTONE LTD
+87.11%
+1,197,503
+6.89%
$28.65
94.07% $1.70
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
-
23.15%
CGNX
COGNEX CORP
-3.64%
-122,874
-0.78%
$31.81
107.67% $66.06
20.81%
ETSY
ETSY INC
-35.08%
-738,213
-1.75%
$11.78
469.18% $67.05
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
497.23% $250.02
0.00%
BIDU
BAIDU INC - SPON ADR
-100.00%
-20,736
-0.76%
$182.05
-
0.00%
2016 Q3 (7 results)
AEO
AMERICAN EAGLE OUTFITTERS
buy
+60,000
+0.21%
$17.87
8.54% $16.34
0.21%
ETSY
ETSY INC
+571.80%
+1,790,949
+5.03%
$14.28
369.54% $67.05
5.91%
CSTE
CAESARSTONE LTD
+13.17%
+160,000
+1.19%
$37.71
95.49% $1.70
10.20%
CGNX
COGNEX CORP
+9.71%
+299,178
+1.56%
$26.43
149.94% $66.06
17.58%
BABA
ALIBABA GROUP HOLDING-SP ADR
+6.69%
+76,000
+1.58%
$105.79
-
25.23%
AMZN
AMAZONCOM INC
-0.05%
-40
-0.00%
$41.86
497.23% $250.02
0.00%
LABL
MULTI-COLOR CORP
-6.23%
-30,430
-0.40%
$66.00
-
0.00%
49 of 499

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.