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
2016 Q2 (8 results)
COE
CHINA ONLINE EDUCATION-ADR
buy
+65,875
+1.42%
$79.32
63.44% $29.00
1.42%
CSTE
CAESARSTONE LTD
+71.77%
+334,961
+4.80%
$34.76
94.04% $2.07
11.49%
BABA
ALIBABA GROUP HOLDING-SP ADR
+13.66%
+92,162
+2.96%
$79.53
42.70% $113.49
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
30.55% $54.36
4.38%
GOOG
ALPHABET INC-CL C
-100.00%
-729,120
-7.39%
$37.25
367.09% $173.98
0.00%
TAL
TAL EDUCATION GROUP- ADR
-100.00%
-2,532,318
-5.71%
$8.28
25.36% $10.38
0.00%
2016 Q1 (13 results)
CSTE
CAESARSTONE LTD
buy
+707,109
+6.10%
$34.35
93.97% $2.07
6.10%
ETSY
ETSY INC
buy
+313,213
+0.68%
$8.70
535.62% $55.30
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
55.71% $84.54
0.99%
BABA
ALIBABA GROUP HOLDING-SP ADR
+48.19%
+325,000
+6.45%
$79.03
43.60% $113.49
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
24.36% $54.36
12.02%
GOOG
ALPHABET INC-CL C
-31.16%
-330,000
-3.09%
$37.25
367.09% $173.98
0.00%
TAL
TAL EDUCATION GROUP- ADR
-52.21%
-2,766,018
-5.75%
$8.28
25.36% $10.38
0.00%
GLW
CORNING INC
-100.00%
-120,258
-0.72%
$18.28
176.17% $50.49
0.00%
YELP
YELP INC
-100.00%
-68,600
-0.50%
$28.80
20.29% $34.65
0.00%
YRD
YIREN DIGITAL LTD - SPS ADR
-100.00%
-533,077
-1.72%
$9.45
35.56% $6.09
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-52,140
-0.51%
$38.90
345.61% $173.32
0.00%
2015 Q4 (13 results)
YELP
YELP INC
buy
+68,600
+0.55%
$28.80
20.29% $34.65
0.00%
GOOGL
ALPHABET INC-CL A
buy
+52,140
+0.57%
$38.90
345.61% $173.32
0.00%
YRD
YIREN DIGITAL LTD - SPS ADR
buy
+533,077
+1.92%
$9.45
35.56% $6.09
0.00%
LABL
MULTI-COLOR CORP
buy
+245,550
+5.49%
$59.81
-
5.49%
BIDU
BAIDU INC - SPON ADR
buy
+12,516
+0.66%
$189.04
55.28% $84.54
0.66%
GOOG
ALPHABET INC-CL C
buy
+1,059,120
+11.26%
$37.94
358.52% $173.98
11.26%
CGNX
COGNEX CORP
+337.09%
+2,376,192
+11.24%
$16.88
77.50% $29.97
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
34.02% $10.38
11.49%
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%
MJN
MEAD JOHNSON NUTRITION CO
-100.00%
-647,300
-12.76%
$70.40
27.81% $89.98
0.00%
8888000D
GOOGLE LLC
-100.00%
-2,607
-0.47%
$638.28
-
0.00%
2015 Q3 (13 results)
GLW
CORNING INC
buy
+157,200
+0.77%
$17.12
194.95% $50.49
0.77%
CGNX
COGNEX CORP
buy
+592,121
+3.47%
$17.19
74.39% $29.97
3.47%
BABA
ALIBABA GROUP HOLDING-SP ADR
+93.25%
+325,450
+5.50%
$58.97
92.46% $113.49
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
21.18% $54.36
16.17%
MJN
MEAD JOHNSON NUTRITION CO
-16.19%
-125,000
-2.52%
$70.40
27.81% $89.98
0.00%
TAL
TAL EDUCATION GROUP- ADR
-18.73%
-2,624,274
-4.03%
$5.36
93.72% $10.38
17.47%
AMZN
AMAZONCOM INC
-27.98%
-31,000
-0.23%
$25.59
730.51% $212.52
0.58%
KANG
IKANG HEALTHCARE GROUP-ADR
-54.29%
-1,241,233
-6.49%
$14.80
-
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
57.47% $84.54
0.00%
CSCO
CISCO SYSTEMS INC
-100.00%
-11,088
-0.10%
$27.44
139.98% $65.84
0.00%
47 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.