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
2019 Q1 (9 results)
HXL
HEXCEL CORP
-39.04%
-270,903
-3.18%
$69.16
5.02% $72.63
4.96%
CGNX
COGNEX CORP
-31.13%
-863,974
-7.45%
$50.86
7.39% $47.10
16.48%
FND
FLOOR & DECOR HOLDINGS INC-A
-24.89%
-1,389,494
-9.71%
$41.22
188.38% $118.87
29.30%
BABA
ALIBABA GROUP HOLDING-SP ADR
-9.91%
-80,016
-2.48%
$182.45
52.72% $86.27
22.51%
FTCH
FARFETCH LTD-CLASS A
+30.00%
+638,795
+2.91%
$26.91
97.62% $0.64
12.63%
EL
ESTEE LAUDER COMPANIES-CL A
+56.04%
+5,912
+0.17%
$165.53
16.75% $137.81
0.46%
MSFT
MICROSOFT CORP
buy
+408,000
+8.16%
$117.94
260.08% $424.68
8.16%
SPOT
SPOTIFY TECHNOLOGY SA
buy
+220,000
+5.18%
$138.80
118.17% $302.82
5.18%
TJX
TJX COMPANIES INC
buy
+35,614
+0.32%
$53.21
86.55% $99.26
0.32%
2018 Q4 (5 results)
EL
ESTEE LAUDER COMPANIES-CL A
-23.55%
-3,250
-0.10%
$130.14
5.89% $137.81
0.31%
HXL
HEXCEL CORP
-15.98%
-132,010
-1.71%
$57.34
26.67% $72.63
9.01%
CGNX
COGNEX CORP
+22.44%
+508,798
+4.46%
$38.67
21.80% $47.10
24.31%
FND
FLOOR & DECOR HOLDINGS INC-A
+89.12%
+2,630,623
+15.43%
$25.90
358.96% $118.87
32.75%
FTCH
FARFETCH LTD-CLASS A
buy
+2,129,053
+8.54%
$17.71
96.39% $0.64
8.54%
2018 Q3 (5 results)
HUYA
HUYA INC-ADR
-100.00%
-10,000
-0.08%
$32.90
81.49% $6.09
0.00%
ALB
ALBEMARLE CORP
-100.00%
-167,000
-3.88%
$94.33
35.40% $127.72
0.00%
CGNX
COGNEX CORP
-26.14%
-802,107
-11.03%
$55.82
15.62% $47.10
31.16%
BABA
ALIBABA GROUP HOLDING-SP ADR
-9.32%
-83,000
-3.37%
$164.76
47.64% $86.27
32.77%
FND
FLOOR & DECOR HOLDINGS INC-A
+97.09%
+1,454,077
+10.80%
$30.17
294.00% $118.87
21.93%
2018 Q2 (7 results)
SBUX
STARBUCKS CORP
-100.00%
-30,550
-0.39%
$57.91
29.23% $74.83
0.00%
HXL
HEXCEL CORP
+15.36%
+110,000
+1.63%
$66.38
9.41% $72.63
12.21%
CGNX
COGNEX CORP
+24.07%
+595,358
+5.92%
$44.61
5.58% $47.10
30.50%
EL
ESTEE LAUDER COMPANIES-CL A
+27.78%
+3,000
+0.10%
$142.68
3.41% $137.81
0.44%
FND
FLOOR & DECOR HOLDINGS INC-A
+62.21%
+574,403
+6.31%
$49.33
140.97% $118.87
16.46%
ALB
ALBEMARLE CORP
buy
+167,000
+3.51%
$94.33
35.40% $127.72
0.00%
HUYA
HUYA INC-ADR
buy
+10,000
+0.07%
$32.90
81.49% $6.09
0.00%
2018 Q1 (7 results)
MHK
MOHAWK INDUSTRIES INC
-100.00%
-127,677
-9.04%
$275.90
55.78% $121.99
0.00%
CSTE
CAESARSTONE LTD
-100.00%
-1,832,279
-10.34%
$22.00
71.14% $6.35
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
+12.22%
+97,000
+4.57%
$183.54
53.00% $86.27
41.93%
CGNX
COGNEX CORP
+15.32%
+328,674
+4.38%
$51.99
9.41% $47.10
32.99%
SBUX
STARBUCKS CORP
+120.58%
+16,700
+0.25%
$57.91
29.23% $74.83
0.00%
EL
ESTEE LAUDER COMPANIES-CL A
buy
+10,800
+0.41%
$149.72
7.96% $137.81
0.41%
FND
FLOOR & DECOR HOLDINGS INC-A
buy
+923,278
+12.34%
$52.12
128.07% $118.87
12.34%
2017 Q4 (4 results)
CSTE
CAESARSTONE LTD
-21.09%
-489,851
-2.77%
$22.00
71.14% $6.35
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-18.49%
-180,000
-7.99%
$172.43
49.97% $86.27
35.21%
CGNX
COGNEX CORP
-17.26%
-447,410
-7.04%
$61.16
22.99% $47.10
33.75%
MHK
MOHAWK INDUSTRIES INC
-12.72%
-18,600
-1.32%
$275.90
55.78% $121.99
0.00%
2017 Q3 (5 results)
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
-100.00%
-350,000
-0.91%
$11.90
83.53% $1.96
0.00%
9990620D
GRUBHUB INC
-100.00%
-866,799
-8.25%
$43.60
-
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-19.08%
-229,500
-8.65%
$172.71
50.05% $86.27
36.69%
CGNX
COGNEX CORP
-7.66%
-215,000
-2.59%
$55.14
14.58% $47.10
31.19%
SBUX
STARBUCKS CORP
+36.45%
+3,700
+0.04%
$53.72
39.30% $74.83
0.16%
2017 Q2 (7 results)
ETSY
ETSY INC
-100.00%
-1,365,949
-2.99%
$10.63
498.97% $63.67
0.00%
9990620D
GRUBHUB INC
-80.17%
-3,504,005
-31.45%
$43.60
-
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-8.38%
-110,000
-3.19%
$140.90
38.77% $86.27
34.90%
HXL
HEXCEL CORP
+85.35%
+329,683
+3.58%
$52.79
37.58% $72.63
7.78%
MHK
MOHAWK INDUSTRIES INC
buy
+146,277
+7.28%
$241.69
49.53% $121.99
7.28%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
buy
+350,000
+0.86%
$11.90
83.53% $1.96
0.00%
SBUX
STARBUCKS CORP
buy
+10,150
+0.12%
$58.33
28.30% $74.83
0.12%
49 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.