Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 16 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 7, bought 3 totally new, decreased the number of shares of 3 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (ADBE) ADOBE INC (new buy), (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +169.75%), (MSFT) MICROSOFT CORP (added shares +10.31%), (ANSS) ANSYS INC (new buy) and (MCD) MCDONALD'S CORP (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (44.42%), (UBER) UBER TECHNOLOGIES INC (11.37%), (PWR) QUANTA SERVICES INC (11.35%), (ADBE) ADOBE INC (9.01%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (8.55%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (added shares +10.31%), (UBER) UBER TECHNOLOGIES INC (added shares +0.88%), (PWR) QUANTA SERVICES INC (added shares +0.97%), (ADBE) ADOBE INC (new buy) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (added shares +169.75%).

2021 Q4 (14 results)
MSFT
-13.87%
-99,500
-4.63%
$336.32
17.43% $394.94
28.76%
PFGC
-100.00%
-39,500
-0.25%
$46.46
47.30% $68.43
0.00%
PTON
-100.00%
-5,375
-0.06%
$87.07
96.30% $3.22
0.00%
ADBE
-47.86%
-2,455
-0.19%
$567.10
17.23% $469.39
0.21%
BABA
+0.10%
+1,000
+0.02%
$118.79
36.43% $75.51
15.74%
AMZN
+3.54%
+1,100
+0.03%
$166.71
7.37% $179.00
0.74%
GPN
+0.38%
+3,000
+0.06%
$135.18
19.32% $109.06
14.77%
ADSK
+47.91%
+3,100
+0.12%
$281.19
25.07% $210.71
0.37%
GOOGL
+30.71%
+4,300
+0.09%
$144.86
13.11% $163.86
0.37%
DT
+0.45%
+4,950
+0.04%
$60.35
24.47% $45.58
9.30%
FIS
buy
+5,600
+0.08%
$109.11
38.41% $67.20
0.00%
UBER
+28.64%
+6,000
+0.03%
$41.93
61.68% $67.79
0.16%
SPG
buy
+9,900
+0.22%
$159.80
12.28% $140.18
0.22%
EEFT
+44.24%
+207,915
+3.43%
$119.17
12.42% $104.37
11.18%
2021 Q3 (10 results)
CDAY
-100.00%
-185,037
-2.39%
$95.92
27.52% $69.52
0.00%
MSFT
-3.46%
-25,700
-0.97%
$281.92
40.09% $394.94
27.20%
SPG
-100.00%
-8,100
-0.14%
$130.49
7.42% $140.18
0.00%
AMZN
-10.80%
-3,760
-0.08%
$164.24
8.99% $179.00
0.69%
EL
-18.10%
-1,775
-0.07%
$299.93
57.53% $127.37
0.32%
NOW
-7.29%
-488
-0.04%
$622.22
10.19% $685.61
0.52%
ADBE
-8.56%
-480
-0.04%
$575.63
18.46% $469.39
0.40%
GPN
+31.78%
+189,693
+4.02%
$157.58
30.79% $109.06
16.67%
BABA
+67.60%
+385,900
+7.68%
$148.05
49.00% $75.51
19.05%
LTHM
+13.13%
+496,000
+1.54%
$23.11
28.56% $16.51
13.28%
2021 Q2 (5 results)
EL
+10.10%
+900
+0.04%
$318.04
59.95% $127.37
0.44%
GPN
+0.25%
+1,500
+0.04%
$187.54
41.85% $109.06
15.91%
STZ
+10.83%
+1,780
+0.06%
$233.87
8.58% $253.95
0.61%
PTON
buy
+5,375
+0.09%
$124.09
97.41% $3.22
0.09%
DT
+50.91%
+374,000
+3.10%
$58.42
21.98% $45.58
9.20%
2021 Q1 (20 results)
BABA
-24.34%
-183,700
-6.47%
$226.73
66.70% $75.51
20.10%
FND
-100.00%
-34,603
-0.50%
$92.85
17.70% $109.29
0.00%
MSFT
-2.54%
-19,400
-0.71%
$235.77
67.51% $394.94
27.21%
CGNX
-100.00%
-14,112
-0.18%
$80.29
49.01% $40.94
0.00%
NOW
+19.25%
+1,080
+0.08%
$500.15
37.08% $685.61
0.52%
EL
+36.57%
+2,385
+0.11%
$290.89
56.21% $127.37
0.40%
ECL
+56.91%
+2,800
+0.09%
$214.12
5.07% $224.98
0.26%
STZ
+53.10%
+5,700
+0.20%
$227.99
11.39% $253.95
0.58%
ADSK
buy
+6,470
+0.28%
$277.13
23.97% $210.71
0.28%
GOOGL
+86.67%
+6,500
+0.10%
$103.14
58.87% $163.86
0.22%
SPG
buy
+8,100
+0.14%
$113.83
23.15% $140.18
0.14%
PG
+45.96%
+8,770
+0.18%
$135.44
20.64% $163.40
0.59%
EEFT
+2.56%
+11,725
+0.25%
$138.30
24.53% $104.37
10.09%
LTHM
+0.43%
+16,000
+0.04%
$17.32
4.68% $16.51
10.16%
UBER
buy
+20,950
+0.18%
$54.51
24.36% $67.79
0.18%
PFGC
+211.02%
+26,800
+0.24%
$57.62
18.76% $68.43
0.35%
APH
buy
+52,940
+0.54%
$65.96
80.80% $119.26
0.54%
CDAY
buy
+185,037
+2.42%
$84.27
17.50% $69.52
2.42%
GPN
+72.31%
+249,875
+7.82%
$201.58
45.90% $109.06
18.64%
DT
+5,465.15%
+721,400
+5.40%
$48.24
5.51% $45.58
5.50%
49 of 433

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.