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
2025 Q1 (6 results)
TSM
TAIWAN SEMICONDUCTOR-SP ADR
buy
+168,000
+4.82%
$166.00
42.74% $236.95
4.82%
ADBE
ADOBE INC
+15.53%
+29,500
+1.95%
$383.53
5.05% $364.18
14.54%
ANSS
ANSYS INC
-100.00%
-5,230
-0.30%
$337.33
16.42% $392.72
0.00%
STZ
CONSTELLATION BRANDS INC-A
-100.00%
-9,127
-0.37%
$221.00
24.89% $165.99
0.00%
PWR
QUANTA SERVICES INC
-7.45%
-15,036
-0.81%
$254.08
52.13% $386.54
10.06%
BMBL
BUMBLE INC-A
-100.00%
-675,000
-0.95%
$8.14
18.30% $6.65
0.00%
2024 Q4 (7 results)
ADBE
ADOBE INC
+64.13%
+74,200
+5.73%
$444.68
18.10% $364.18
14.65%
TXRH
TEXAS ROADHOUSE INC
-100.00%
-1,600
-0.05%
$176.60
4.56% $184.66
0.00%
PWR
QUANTA SERVICES INC
-14.65%
-42,500
-2.33%
$316.05
22.30% $386.54
13.58%
MSFT
MICROSOFT CORP
-14.65%
-95,500
-6.99%
$421.50
20.00% $505.82
40.68%
UBER
UBER TECHNOLOGIES INC
-20.26%
-252,000
-2.64%
$60.32
52.87% $92.21
10.38%
BMBL
BUMBLE INC-A
-50.00%
-675,000
-0.95%
$8.14
18.30% $6.65
0.00%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
-100.00%
-2,131,000
-5.05%
$13.65
0.81% $13.54
0.00%
2024 Q3 (5 results)
BROS
DUTCH BROS INC-CLASS A
+40.67%
+555,000
+2.81%
$32.03
99.38% $63.86
9.71%
TXRH
TEXAS ROADHOUSE INC
buy
+1,600
+0.04%
$176.60
4.56% $184.66
0.00%
STZ
CONSTELLATION BRANDS INC-A
-18.98%
-2,300
-0.09%
$257.69
35.59% $165.99
0.40%
ADBE
ADOBE INC
-18.92%
-26,595
-2.21%
$517.78
29.67% $364.18
9.46%
SHLS
SHOALS TECHNOLOGIES GROUP -A
-100.00%
-9,642,545
-9.50%
$6.24
6.57% $5.83
0.00%
2024 Q2 (9 results)
SHLS
SHOALS TECHNOLOGIES GROUP -A
+50.11%
+3,219,000
+2.84%
$6.24
6.57% $5.83
0.00%
BMBL
BUMBLE INC-A
+145.45%
+608,000
+1.19%
$10.51
36.73% $6.65
2.01%
UBER
UBER TECHNOLOGIES INC
+22.08%
+225,000
+2.31%
$72.68
26.87% $92.21
12.79%
MCD
MCDONALD'S CORP
-100.00%
-4,200
-0.17%
$281.95
6.27% $299.62
0.00%
ADSK
AUTODESK INC
-100.00%
-6,020
-0.22%
$260.42
10.96% $288.96
0.00%
STZ
CONSTELLATION BRANDS INC-A
-33.49%
-6,100
-0.22%
$257.28
35.48% $165.99
0.44%
ADBE
ADOBE INC
-17.99%
-24,257
-2.46%
$555.54
34.45% $364.18
11.21%
MTCH
MATCH GROUP INC
-100.00%
-135,780
-0.95%
$36.28
12.16% $31.87
0.00%
NXT
NEXTRACKER INC-CL A
-100.00%
-408,743
-4.55%
$56.27
11.84% $62.93
0.00%
2024 Q1 (10 results)
SHLS
SHOALS TECHNOLOGIES GROUP -A
+111.58%
+3,387,539
+5.25%
$11.18
47.85% $5.83
9.96%
BROS
DUTCH BROS INC-CLASS A
+428.88%
+1,106,511
+5.06%
$33.00
93.52% $63.86
6.25%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+85.30%
+981,000
+1.62%
$11.93
13.50% $13.54
3.53%
BMBL
BUMBLE INC-A
buy
+409,750
+0.87%
$11.35
41.41% $6.65
0.87%
MTCH
MATCH GROUP INC
buy
+135,780
+0.94%
$36.28
12.16% $31.87
0.00%
ADBE
ADOBE INC
+108.88%
+90,700
+6.35%
$504.60
27.83% $364.18
12.18%
INTU
INTUIT INC
-100.00%
-2,638
-0.23%
$625.03
19.35% $745.95
0.00%
ADSK
AUTODESK INC
-39.31%
-3,900
-0.14%
$260.42
10.96% $288.96
0.00%
NXT
NEXTRACKER INC-CL A
-31.67%
-189,475
-2.07%
$56.27
11.84% $62.93
0.00%
RIVN
RIVIAN AUTOMOTIVE INC-A
-100.00%
-367,000
-1.19%
$23.46
46.16% $12.63
0.00%
37 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.