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
2015 Q2 (14 results)
KANG
IKANG HEALTHCARE GROUP-ADR
buy
+2,822,655
+12.72%
$19.34
-
12.72%
AMZN
AMAZONCOM INC
buy
+110,800
+0.56%
$21.71
924.20% $222.31
0.56%
CSCO
CISCO SYSTEMS INC
buy
+12,320
+0.08%
$27.44
152.27% $69.21
0.00%
9990620D
GRUBHUB INC
buy
+1,902,600
+15.11%
$34.07
-
15.11%
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+349,000
+6.69%
$82.27
46.91% $120.86
6.69%
DATA
TABLEAU SOFTWARE INC-CL A
buy
+4,250
+0.11%
$115.29
-
0.00%
MJN
MEAD JOHNSON NUTRITION CO
+70.67%
+319,800
+6.72%
$90.22
0.27% $89.98
16.24%
TAL
TAL EDUCATION GROUP- ADR
-10.73%
-1,683,522
-2.31%
$5.88
90.03% $11.18
19.21%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
-16.90%
-255,000
-2.55%
$42.85
-
0.00%
8888000D
GOOGLE LLC
-34.23%
-1,357
-0.17%
$540.08
-
0.33%
9999000D
GOOGLE INC-CL C
-64.85%
-97,708
-11.85%
$520.51
-
6.42%
BIDU
BAIDU INC - SPON ADR
-99.52%
-339,060
-15.71%
$198.78
56.33% $86.81
0.00%
YELP
YELP INC
-100.00%
-805,677
-8.89%
$47.35
27.88% $34.15
0.00%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
-100.00%
-514,303
-1.17%
$9.73
-
0.00%
2015 Q1 (8 results)
YELP
YELP INC
+67.61%
+325,000
+3.52%
$47.35
27.88% $34.15
0.00%
TAL
TAL EDUCATION GROUP- ADR
+6.89%
+1,011,768
+1.28%
$5.54
101.93% $11.18
19.86%
MJN
MEAD JOHNSON NUTRITION CO
+2.86%
+12,600
+0.29%
$100.53
10.49% $89.98
10.40%
BIDU
BAIDU INC - SPON ADR
-37.66%
-205,850
-9.80%
$208.40
58.34% $86.81
16.23%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
-67.17%
-1,052,475
-2.34%
$9.73
-
0.00%
8888000D
GOOGLE LLC
-95.39%
-82,000
-10.40%
$554.74
-
0.50%
VNET
21VIANET GROUP INC-ADR
-100.00%
-800,375
-2.83%
$15.47
48.22% $8.01
0.00%
VECO
VEECO INSTRUMENTS INC
-100.00%
-698,156
-5.56%
$34.88
42.83% $19.94
0.00%
2014 Q4 (12 results)
YELP
YELP INC
+152.09%
+290,000
+3.04%
$54.73
37.60% $34.15
5.05%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
+49.13%
+497,026
+2.71%
$28.43
-
8.23%
HXL
HEXCEL CORP
+37.01%
+231,491
+1.84%
$41.49
46.74% $60.88
6.82%
9999000D
GOOGLE INC-CL C
+33.37%
+37,700
+3.81%
$526.40
-
15.21%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
-0.48%
-7,550
-0.02%
$11.10
-
3.34%
TAL
TAL EDUCATION GROUP- ADR
-1.86%
-277,608
-0.25%
$4.68
138.80% $11.18
13.19%
MJN
MEAD JOHNSON NUTRITION CO
-4.35%
-20,000
-0.39%
$100.54
10.50% $89.98
8.48%
BIDU
BAIDU INC - SPON ADR
-20.74%
-143,000
-6.25%
$227.97
61.92% $86.81
23.90%
VNET
21VIANET GROUP INC-ADR
-31.32%
-364,917
-1.08%
$15.47
48.22% $8.01
0.00%
VECO
VEECO INSTRUMENTS INC
-36.15%
-395,231
-2.64%
$34.88
42.83% $19.94
0.00%
WUBA
58COM INC-ADR
-100.00%
-190,747
-1.36%
$37.25
-
0.00%
VIPS
VIPSHOP HOLDINGS LTD - ADR
-100.00%
-2,117,000
-7.67%
$18.90
19.26% $15.26
0.00%
2014 Q3 (11 results)
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
buy
+1,011,591
+4.74%
$27.65
-
4.74%
9999000D
GOOGLE INC-CL C
+31.41%
+27,000
+2.64%
$577.36
-
11.05%
HXL
HEXCEL CORP
+12.80%
+70,963
+0.48%
$39.70
53.35% $60.88
4.21%
TAL
TAL EDUCATION GROUP- ADR
-3.06%
-472,644
-0.47%
$5.82
91.99% $11.18
14.76%
VIPS
VIPSHOP HOLDINGS LTD - ADR
-12.59%
-305,000
-0.98%
$18.90
19.26% $15.26
0.00%
BIDU
BAIDU INC - SPON ADR
-14.93%
-121,000
-4.47%
$218.23
60.22% $86.81
25.50%
VECO
VEECO INSTRUMENTS INC
-18.88%
-254,413
-1.51%
$34.95
42.95% $19.94
6.48%
VNET
21VIANET GROUP INC-ADR
-27.30%
-437,642
-1.33%
$18.00
55.50% $8.01
3.55%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
-29.51%
-658,969
-1.44%
$12.93
-
3.45%
YELP
YELP INC
-67.37%
-393,631
-4.55%
$68.25
49.96% $34.15
2.21%
WUBA
58COM INC-ADR
-79.27%
-729,253
-4.60%
$37.25
-
0.00%
45 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.