Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 16 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 7, bought 3 totally new, decreased the number of shares of 3 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (ADBE) ADOBE INC (new buy), (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +169.75%), (MSFT) MICROSOFT CORP (added shares +10.31%), (ANSS) ANSYS INC (new buy) and (MCD) MCDONALD'S CORP (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (44.42%), (UBER) UBER TECHNOLOGIES INC (11.37%), (PWR) QUANTA SERVICES INC (11.35%), (ADBE) ADOBE INC (9.01%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (8.55%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (added shares +10.31%), (UBER) UBER TECHNOLOGIES INC (added shares +0.88%), (PWR) QUANTA SERVICES INC (added shares +0.97%), (ADBE) ADOBE INC (new buy) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +169.75%).

2014 Q2 (12 results)
9999000D
buy
+85,964
+7.55%
$575.28
-
7.55%
TEDUUSD
buy
+2,233,297
+4.48%
$13.13
-
4.48%
8888000D
+2.26%
+1,901
+0.17%
$584.68
-
7.67%
WUBA
+2.02%
+18,172
+0.15%
$54.06
-
7.59%
MJN
+1.91%
+8,630
+0.12%
$93.17
-
6.54%
TAL
-1.17%
-182,418
-0.13%
$4.58
147.64% $11.35
10.80%
VNET
-4.77%
-80,283
-0.37%
$29.97
94.83% $1.55
7.33%
YELP
-5.20%
-32,021
-0.37%
$76.68
48.62% $39.40
6.84%
BIDU
-11.16%
-101,856
-2.91%
$186.81
43.64% $105.28
23.12%
VECO
-11.98%
-183,451
-1.04%
$37.26
5.61% $35.17
7.67%
VIPS
-25.98%
-850,000
-2.44%
$18.77
11.85% $16.55
6.94%
YOKU
-100.00%
-947,383
-4.06%
$28.04
-
0.00%
2014 Q1 (18 results)
WUBA
-1.98%
-18,172
-0.12%
$41.63
-
6.00%
TAL
-4.43%
-723,780
-0.43%
$3.75
202.40% $11.35
9.36%
VNET
-27.32%
-632,565
-2.90%
$28.70
94.60% $1.55
7.72%
BIDU
-38.71%
-576,144
-14.03%
$152.38
30.91% $105.28
22.21%
VECO
-39.62%
-1,004,682
-6.73%
$41.93
16.12% $35.17
10.26%
VIPS
-57.26%
-4,383,000
-10.46%
$14.93
10.85% $16.55
7.81%
HXL
-59.69%
-821,101
-5.71%
$43.54
67.32% $72.85
3.86%
8888000D
-62.54%
-140,371
-25.00%
$1,114.51
-
14.97%
YOKU
-62.88%
-1,605,000
-7.19%
$28.04
-
0.00%
YELP
-68.13%
-1,317,479
-16.19%
$76.93
48.78% $39.40
7.58%
MJN
-74.24%
-1,300,630
-17.28%
$83.14
-
5.99%
SBUX
-100.00%
-620,700
-3.89%
$39.19
133.17% $91.39
0.00%
MU
-100.00%
-2,361,697
-8.21%
$21.76
441.77% $117.89
0.00%
TRIP
-100.00%
-325,000
-4.30%
$82.83
66.45% $27.79
0.00%
1683932D
-100.00%
-656,715
-3.82%
$36.36
-
0.00%
VAR
-100.00%
-305,000
-3.79%
$77.69
-
0.00%
QUNR
-100.00%
-25,000
-0.11%
$26.52
-
0.00%
EL
-100.00%
-1,043,453
-12.56%
$75.32
104.66% $154.15
0.00%
2013 Q4 (14 results)
WUBA
buy
+920,000
+2.41%
$38.34
-
2.41%
QUNR
buy
+25,000
+0.05%
$26.52
-
0.00%
VECO
+169.51%
+1,594,976
+3.59%
$32.91
6.87% $35.17
5.71%
VIPS
+98.83%
+3,805,000
+2.18%
$8.37
97.78% $16.55
4.38%
YOKU
+33.54%
+641,000
+1.33%
$30.30
-
5.29%
MJN
+27.70%
+380,000
+2.18%
$83.76
-
10.04%
VNET
+7.72%
+166,000
+0.27%
$23.52
93.41% $1.55
3.73%
YELP
-1.64%
-32,200
-0.15%
$68.95
42.86% $39.40
9.12%
8888000D
-9.16%
-22,630
-1.73%
$1,120.71
-
17.21%
BIDU
-18.70%
-342,400
-4.17%
$177.88
40.81% $105.28
18.11%
EL
-30.25%
-452,500
-2.33%
$75.32
104.66% $154.15
0.00%
SBUX
-50.00%
-620,700
-1.66%
$39.19
133.17% $91.39
0.00%
MU
-51.09%
-2,467,000
-3.67%
$21.76
441.77% $117.89
0.00%
1683932D
-67.40%
-1,357,817
-3.38%
$36.36
-
0.00%
44 of 433

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.