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%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2015 Q4 (13 results)

8888000D

GOOGLE LLC

-100.00%

-2,607

-0.47%

$638.28

0.00%

9999000D

GOOGLE INC-CL C

-100.00%

-43,688

-9.02%

$608.41

0.00%

BIDU

BAIDU INC - SPON ADR

buy

+12,516

+0.66%

$189.04

41.50% $110.58

0.66%

MJN

MEAD JOHNSON NUTRITION CO

-100.00%

-647,300

-12.76%

$70.40

0.00%

LABL

MULTI-COLOR CORP

buy

+245,550

+5.49%

$59.81

5.49%

GOOGL

ALPHABET INC-CL A

buy

+52,140

+0.57%

$38.90

352.65% $176.06

0.00%

GOOG

ALPHABET INC-CL C

buy

+1,059,120

+11.26%

$37.94

367.24% $177.29

11.26%

YELP

YELP INC

buy

+68,600

+0.55%

$28.80

29.32% $37.25

0.00%

9990620D

GRUBHUB INC

-5.33%

-167,688

-1.14%

$24.20

20.19%

CGNX

COGNEX CORP

+337.09%

+2,376,192

+11.24%

$16.88

183.39% $47.85

14.57%

KANG

IKANG HEALTHCARE GROUP-ADR

-100.00%

-1,045,117

-5.35%

$14.80

0.00%

YRD

YIREN DIGITAL LTD - SPS ADR

buy

+533,077

+1.92%

$9.45

46.99% $5.01

0.00%

TAL

TAL EDUCATION GROUP- ADR

-53.47%

-6,089,208

-13.21%

$7.75

66.94% $12.93

11.49%

2015 Q3 (13 results)

BIDU

BAIDU INC - SPON ADR

-100.00%

-1,640

-0.09%

$198.78

44.37% $110.58

0.00%

DATA

TABLEAU SOFTWARE INC-CL A

-100.00%

-4,250

-0.14%

$115.29

0.00%

MJN

MEAD JOHNSON NUTRITION CO

-16.19%

-125,000

-2.52%

$70.40

0.00%

BABA

ALIBABA GROUP HOLDING-SP ADR

+93.25%

+325,450

+5.50%

$58.97

50.15% $88.54

11.39%

HXL

HEXCEL CORP

+46.95%

+402,300

+5.17%

$44.86

60.43% $71.97

16.17%

QUNR

QUNAR CAYMAN ISLANDS LTD-ADR

-100.00%

-1,253,617

-15.38%

$42.85

0.00%

CSCO

CISCO SYSTEMS INC

-100.00%

-11,088

-0.10%

$27.44

75.58% $48.17

0.00%

AMZN

AMAZONCOM INC

-27.98%

-31,000

-0.23%

$25.59

621.79% $184.70

0.58%

9990620D

GRUBHUB INC

+65.35%

+1,243,307

+8.66%

$24.34

21.92%

CGNX

COGNEX CORP

buy

+592,121

+3.47%

$17.19

178.44% $47.85

3.47%

GLW

CORNING INC

buy

+157,200

+0.77%

$17.12

106.50% $35.35

0.77%

KANG

IKANG HEALTHCARE GROUP-ADR

-54.29%

-1,241,233

-6.49%

$14.80

0.00%

TAL

TAL EDUCATION GROUP- ADR

-18.73%

-2,624,274

-4.03%

$5.36

141.31% $12.93

17.47%

2015 Q2 (14 results)

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

44.37% $110.58

0.00%

DATA

TABLEAU SOFTWARE INC-CL A

buy

+4,250

+0.11%

$115.29

0.00%

MJN

MEAD JOHNSON NUTRITION CO

+70.67%

+278,226

+6.72%

$90.22

16.24%

BABA

ALIBABA GROUP HOLDING-SP ADR

buy

+319,335

+6.69%

$82.27

7.62% $88.54

6.69%

YELP

YELP INC

-100.00%

-805,677

-8.89%

$47.35

21.33% $37.25

0.00%

QUNR

QUNAR CAYMAN ISLANDS LTD-ADR

-16.90%

-255,000

-2.55%

$42.85

0.00%

9990620D

GRUBHUB INC

buy

+1,683,801

+15.11%

$34.07

15.11%

CSCO

CISCO SYSTEMS INC

buy

+11,088

+0.08%

$27.44

75.58% $48.17

0.00%

AMZN

AMAZONCOM INC

buy

+110,800

+0.56%

$21.71

750.92% $184.70

0.56%

KANG

IKANG HEALTHCARE GROUP-ADR

buy

+2,822,655

+12.72%

$19.34

12.72%

TEDUUSD

TARENA INTERNATIONAL INC-ADR

-100.00%

-514,303

-1.17%

$9.73

0.00%

TAL

TAL EDUCATION GROUP- ADR

-10.73%

-1,439,411

-2.31%

$5.88

119.77% $12.93

19.21%

2015 Q1 (8 results)

8888000D

GOOGLE LLC

-95.39%

-82,000

-10.40%

$554.74

0.50%

BIDU

BAIDU INC - SPON ADR

-37.66%

-197,616

-9.80%

$208.40

46.94% $110.58

16.23%

MJN

MEAD JOHNSON NUTRITION CO

+2.86%

+12,600

+0.29%

$100.53

10.40%

YELP

YELP INC

+67.61%

+325,000

+3.52%

$47.35

21.33% $37.25

0.00%

VECO

VEECO INSTRUMENTS INC

-100.00%

-698,156

-5.56%

$34.88

14.68% $40.00

0.00%

VNET

21VIANET GROUP INC-ADR

-100.00%

-800,375

-2.83%

$15.47

86.75% $2.05

0.00%

TEDUUSD

TARENA INTERNATIONAL INC-ADR

-67.17%

-1,052,475

-2.34%

$9.73

0.00%

TAL

TAL EDUCATION GROUP- ADR

+6.89%

+940,944

+1.28%

$5.54

133.53% $12.93

19.86%

48 of 443

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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.