Robert Karr Holdings Activity
Joho Capital Portfolio 13F
Joho Capital has disclosed a total of 12 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 1, bought 4 totally new, decreased the number of shares of 4 and completely sold out 3 position(s).
What stocks is Robert Karr buying now?
In the recent quarter Robert Karr has purchased 5 securities: (PWR) QUANTA SERVICES INC (new buy), (SEDG) SOLAREDGE TECHNOLOGIES INC (new buy), (SHLS) SHOALS TECHNOLOGIES GROUP -A (new buy), (ARRY) ARRAY TECHNOLOGIES INC (new buy) and (RIVN) RIVIAN AUTOMOTIVE INC-A (added shares +151.46%).
What does Robert Karr invest in?
Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (45.85%), (EEFT) EURONET WORLDWIDE INC (12.63%), (PWR) QUANTA SERVICES INC (7.8%), (SEDG) SOLAREDGE TECHNOLOGIES INC (7.79%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (5.87%).
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.