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
2014 Q1 (18 results)
VNET
21VIANET GROUP INC-ADR
-27.32%
-632,565
-2.90%
$28.70
92.96% $2.02
7.72%
WUBA
58COM INC-ADR
-1.98%
-18,172
-0.12%
$41.63
-
6.00%
BIDU
BAIDU INC - SPON ADR
-38.71%
-394,658
-14.03%
$152.38
26.11% $112.59
22.21%
EL
ESTEE LAUDER COMPANIES-CL A
-100.00%
-793,024
-12.56%
$75.32
83.54% $138.24
0.00%
8888000D
GOOGLE LLC
-62.54%
-140,371
-25.00%
$1,114.51
-
14.97%
HXL
HEXCEL CORP
-59.69%
-821,101
-5.71%
$43.54
66.38% $72.44
3.86%
MJN
MEAD JOHNSON NUTRITION CO
-74.24%
-871,422
-17.28%
$83.14
-
5.99%
MU
MICRON TECHNOLOGY INC
-100.00%
-2,361,697
-8.21%
$21.76
487.72% $127.89
0.00%
1683932D
MINDRAY MEDICAL INTL LTD-ADR
-100.00%
-489,252
-3.82%
$36.36
-
0.00%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
-100.00%
-25,000
-0.11%
$26.52
-
0.00%
SBUX
STARBUCKS CORP
-100.00%
-620,700
-3.89%
$39.19
92.07% $75.28
0.00%
TAL
TAL EDUCATION GROUP- ADR
-4.43%
-723,780
-0.43%
$3.75
247.43% $13.04
9.36%
TRIP
TRIPADVISOR INC
-100.00%
-325,000
-4.30%
$82.83
77.44% $18.69
0.00%
VAR
VARIAN MEDICAL SYSTEMS INC
-100.00%
-305,000
-3.79%
$77.69
-
0.00%
VECO
VEECO INSTRUMENTS INC
-39.62%
-1,004,682
-6.73%
$41.93
4.24% $40.15
10.26%
VIPS
VIPSHOP HOLDINGS LTD - ADR
-57.26%
-2,870,865
-10.46%
$14.93
14.94% $17.16
7.81%
YELP
YELP INC
-68.13%
-1,317,479
-16.19%
$76.93
50.63% $37.98
7.58%
YOKU
YOUKU TUDOU INC-ADR
-62.88%
-1,605,000
-7.19%
$28.04
-
0.00%
2013 Q4 (14 results)
VNET
21VIANET GROUP INC-ADR
+7.72%
+166,000
+0.27%
$23.52
91.41% $2.02
3.73%
WUBA
58COM INC-ADR
buy
+920,000
+2.41%
$38.34
-
2.41%
BIDU
BAIDU INC - SPON ADR
-18.70%
-265,360
-4.17%
$177.88
36.70% $112.59
18.11%
EL
ESTEE LAUDER COMPANIES-CL A
-30.25%
-343,900
-2.33%
$75.32
83.54% $138.24
0.00%
8888000D
GOOGLE LLC
-9.16%
-22,630
-1.73%
$1,120.71
-
17.21%
MJN
MEAD JOHNSON NUTRITION CO
+27.70%
+380,000
+2.18%
$83.76
-
10.04%
MU
MICRON TECHNOLOGY INC
-51.09%
-2,467,000
-3.67%
$21.76
487.72% $127.89
0.00%
1683932D
MINDRAY MEDICAL INTL LTD-ADR
-67.40%
-1,011,573
-3.38%
$36.36
-
0.00%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
buy
+25,000
+0.05%
$26.52
-
0.00%
SBUX
STARBUCKS CORP
-50.00%
-620,700
-1.66%
$39.19
92.07% $75.28
0.00%
VECO
VEECO INSTRUMENTS INC
+169.51%
+1,140,407
+3.59%
$32.91
22.00% $40.15
5.71%
VIPS
VIPSHOP HOLDINGS LTD - ADR
+98.83%
+3,805,000
+2.18%
$8.37
105.07% $17.16
4.38%
YELP
YELP INC
-1.64%
-32,200
-0.15%
$68.95
44.92% $37.98
9.12%
YOKU
YOUKU TUDOU INC-ADR
+33.54%
+448,700
+1.33%
$30.30
-
5.29%
2013 Q3 (13 results)
BIDU
BAIDU INC - SPON ADR
-20.09%
-460,400
-5.36%
$155.18
27.45% $112.59
21.32%
EL
ESTEE LAUDER COMPANIES-CL A
-6.45%
-103,101
-0.54%
$69.90
97.77% $138.24
7.85%
8888000D
GOOGLE LLC
-14.17%
-40,800
-2.68%
$875.91
-
16.24%
MJN
MEAD JOHNSON NUTRITION CO
-22.36%
-395,000
-2.20%
$74.26
-
7.65%
MU
MICRON TECHNOLOGY INC
-10.36%
-465,930
-0.73%
$17.47
632.06% $127.89
6.33%
1683932D
MINDRAY MEDICAL INTL LTD-ADR
-10.38%
-233,349
-0.68%
$38.89
-
5.88%
PACT
PACTERA TECHNOLOGY-ADR
-100.00%
-182,916
-0.09%
$6.75
-
0.00%
SFUN
SOUFUN HLDGS LTD ADR REPSTG 1 ADS 020 OF A CL A ORD SHS CYM
-100.00%
-15,146
-0.28%
$248.18
98.87% $2.80
0.00%
SBUX
STARBUCKS CORP
-11.79%
-166,000
-0.48%
$38.48
95.61% $75.28
3.59%
VAR
VARIAN MEDICAL SYSTEMS INC
buy
+305,000
+1.71%
$74.73
-
1.71%
VIPS
VIPSHOP HOLDINGS LTD - ADR
buy
+3,850,000
+1.64%
$5.68
202.11% $17.16
1.64%
YELP
YELP INC
+2.18%
+42,000
+0.21%
$66.18
42.61% $37.98
9.76%
YOKU
YOUKU TUDOU INC-ADR
+88.99%
+711,000
+1.85%
$27.40
-
3.93%
45 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.