Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 10 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 2 and completely sold out 2 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 (ADBE) ADOBE INC (added shares +108.88%), (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +111.58%), (BROS) DUTCH BROS INC-CLASS A (added shares +428.88%), (NU) NU HOLDINGS LTD/CAYMAN ISL-A (added shares +85.3%) and (MTCH) MATCH GROUP INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (38.03%), (ADBE) ADOBE INC (12.18%), (UBER) UBER TECHNOLOGIES INC (10.88%), (PWR) QUANTA SERVICES INC (10.45%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (9.96%).

In the latest report(s) the following changes have been made to the top investments: (ADBE) ADOBE INC (added shares +108.88%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +111.58%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2017 Q1 (4 results)
COE
CHINA ONLINE EDUCATION-ADR
-100.00%
-36,560
-0.78%
$62.19
89.36% $6.62
0.00%
CGNX
COGNEX CORP
-13.81%
-450,000
-3.61%
$41.98
13.57% $47.67
22.53%
CSTE
CAESARSTONE LTD
-9.72%
-131,250
-1.73%
$36.25
83.89% $5.84
16.10%
AEO
AMERICAN EAGLE OUTFITTERS
-100.00%
-60,000
-0.17%
$15.17
52.70% $23.16
0.00%
2016 Q4 (8 results)
BIDU
BAIDU INC - SPON ADR
-100.00%
-20,736
-0.76%
$182.05
44.92% $100.28
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
+8.35%
+57,655
+1.78%
$87.81
7.46% $81.26
23.15%
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
331.76% $180.75
0.00%
9990620D
GRUBHUB INC
+27.22%
+504,954
+7.06%
$37.62
-
33.02%
CGNX
COGNEX CORP
-3.64%
-122,874
-0.78%
$31.81
49.86% $47.67
20.81%
CSTE
CAESARSTONE LTD
+87.11%
+1,197,503
+6.89%
$28.65
79.62% $5.84
14.80%
ETSY
ETSY INC
-35.08%
-738,213
-1.75%
$11.78
414.60% $60.62
3.23%
2016 Q3 (7 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+6.69%
+76,000
+1.58%
$105.79
23.19% $81.26
25.23%
LABL
MULTI-COLOR CORP
-6.23%
-30,430
-0.40%
$66.00
-
0.00%
AMZN
AMAZONCOM INC
-0.05%
-40
-0.00%
$41.86
331.76% $180.75
0.00%
CSTE
CAESARSTONE LTD
+13.17%
+160,000
+1.19%
$37.71
84.51% $5.84
10.20%
CGNX
COGNEX CORP
+9.71%
+299,178
+1.56%
$26.43
80.36% $47.67
17.58%
AEO
AMERICAN EAGLE OUTFITTERS
buy
+36,900
+0.21%
$17.87
29.63% $23.16
0.21%
ETSY
ETSY INC
+571.80%
+1,790,949
+5.03%
$14.28
324.52% $60.62
5.91%
2016 Q2 (8 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+13.66%
+92,162
+2.96%
$79.53
2.18% $81.26
24.60%
COE
CHINA ONLINE EDUCATION-ADR
buy
+65,875
+1.42%
$79.32
91.65% $6.62
1.42%
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
69.38% $70.53
4.38%
GOOG
ALPHABET INC-CL C
-100.00%
-729,120
-7.39%
$37.25
373.40% $176.33
0.00%
CSTE
CAESARSTONE LTD
+71.77%
+334,961
+4.80%
$34.76
83.20% $5.84
11.49%
9990620D
GRUBHUB INC
-9.96%
-380,000
-3.21%
$31.07
-
29.06%
TAL
TAL EDUCATION GROUP- ADR
-100.00%
-2,532,318
-5.71%
$8.28
38.04% $11.43
0.00%
2016 Q1 (13 results)
BIDU
BAIDU INC - SPON ADR
+65.68%
+8,220
+0.39%
$190.88
47.46% $100.28
0.99%
BABA
ALIBABA GROUP HOLDING-SP ADR
+48.19%
+325,000
+6.45%
$79.03
2.82% $81.26
19.84%
LABL
MULTI-COLOR CORP
+94.29%
+308,690
+4.14%
$53.35
-
8.52%
HXL
HEXCEL CORP
-13.06%
-113,491
-1.81%
$43.71
61.36% $70.53
12.02%
GOOGL
ALPHABET INC-CL A
-100.00%
-52,140
-0.51%
$38.90
349.90% $174.99
0.00%
GOOG
ALPHABET INC-CL C
-31.16%
-330,000
-3.09%
$37.25
373.40% $176.33
0.00%
CSTE
CAESARSTONE LTD
buy
+707,109
+6.10%
$34.35
83.00% $5.84
6.10%
YELP
YELP INC
-100.00%
-68,600
-0.50%
$28.80
26.30% $36.38
0.00%
9990620D
GRUBHUB INC
+28.12%
+837,485
+5.29%
$25.13
-
24.08%
GLW
CORNING INC
-100.00%
-120,258
-0.72%
$18.28
98.44% $36.28
0.00%
YRD
YIREN DIGITAL LTD - SPS ADR
-100.00%
-533,077
-1.72%
$9.45
50.37% $4.69
0.00%
ETSY
ETSY INC
buy
+313,213
+0.68%
$8.70
596.77% $60.62
0.68%
TAL
TAL EDUCATION GROUP- ADR
-52.21%
-2,766,018
-5.75%
$8.28
38.04% $11.43
0.00%
40 of 443

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.