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
2022 Q1 (11 results)
ADBE
ADOBE INC
-55.70%
-1,490
-0.10%
$455.70
5.97% $482.88
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
+7.95%
+76,170
+1.18%
$108.80
20.31% $86.70
16.06%
GOOGL
ALPHABET INC-CL A
+33.22%
+5,380
+0.12%
$139.05
25.27% $174.18
0.00%
ADSK
AUTODESK INC
+40.75%
+3,393
+0.12%
$214.33
2.85% $220.43
0.41%
DT
DYNATRACE INC
+31.66%
+352,500
+2.37%
$47.10
2.91% $48.47
0.00%
EL
ESTEE LAUDER COMPANIES-CL A
+6.47%
+436
+0.02%
$272.33
49.24% $138.24
0.33%
EEFT
EURONET WORLDWIDE INC
-8.17%
-55,350
-1.03%
$130.15
11.43% $115.27
11.56%
FIS
FIDELITY NATIONAL INFO SERV
-100.00%
-5,292
-0.09%
$109.11
28.91% $77.56
0.00%
GPN
GLOBAL PAYMENTS INC
-6.96%
-54,975
-1.07%
$136.84
20.15% $109.27
14.35%
META
META PLATFORMS INC-CLASS A
-57.65%
-7,050
-0.22%
$222.39
112.79% $473.23
0.00%
SPG
SIMON PROPERTY GROUP INC
+41.11%
+3,296
+0.08%
$131.57
12.99% $148.66
0.26%
2021 Q4 (14 results)
ADBE
ADOBE INC
-47.86%
-2,455
-0.19%
$567.10
14.85% $482.88
0.21%
BABA
ALIBABA GROUP HOLDING-SP ADR
+0.10%
+990
+0.02%
$118.79
27.01% $86.70
15.74%
GOOGL
ALPHABET INC-CL A
+30.71%
+4,300
+0.09%
$144.86
20.24% $174.18
0.37%
AMZN
AMAZONCOM INC
+3.54%
+1,100
+0.03%
$166.71
10.15% $183.63
0.74%
ADSK
AUTODESK INC
+47.91%
+3,100
+0.12%
$281.19
21.61% $220.43
0.37%
DT
DYNATRACE INC
+0.45%
+4,752
+0.04%
$60.35
19.69% $48.47
9.30%
EEFT
EURONET WORLDWIDE INC
+44.24%
+207,915
+3.43%
$119.17
3.27% $115.27
11.18%
FIS
FIDELITY NATIONAL INFO SERV
buy
+5,292
+0.08%
$109.11
28.91% $77.56
0.00%
GPN
GLOBAL PAYMENTS INC
+0.38%
+3,000
+0.06%
$135.18
19.17% $109.27
14.77%
MSFT
MICROSOFT CORP
-13.87%
-99,500
-4.63%
$336.32
25.18% $420.99
28.76%
PTON
PELOTON INTERACTIVE INC-A
-100.00%
-2,795
-0.06%
$87.07
95.53% $3.89
0.00%
PFGC
PERFORMANCE FOOD GROUP CO
-100.00%
-39,500
-0.25%
$46.46
59.44% $74.07
0.00%
SPG
SIMON PROPERTY GROUP INC
buy
+9,900
+0.22%
$159.80
6.97% $148.66
0.22%
UBER
UBER TECHNOLOGIES INC
+28.64%
+5,400
+0.03%
$41.93
57.53% $66.05
0.16%
2021 Q3 (10 results)
ADBE
ADOBE INC
-8.56%
-285
-0.04%
$575.63
16.11% $482.88
0.40%
BABA
ALIBABA GROUP HOLDING-SP ADR
+67.60%
+385,900
+7.68%
$148.05
41.44% $86.70
19.05%
AMZN
AMAZONCOM INC
-10.80%
-2,180
-0.08%
$164.24
11.81% $183.63
0.69%
CDAY
CERIDIAN HCM HOLDING INC
-100.00%
-185,037
-2.39%
$95.92
27.52% $69.52
0.00%
EL
ESTEE LAUDER COMPANIES-CL A
-18.10%
-949
-0.07%
$299.93
53.91% $138.24
0.32%
GPN
GLOBAL PAYMENTS INC
+31.78%
+189,693
+4.02%
$157.58
30.66% $109.27
16.67%
LTHM
LIVENT CORP
+13.13%
+496,000
+1.54%
$23.11
28.56% $16.51
13.28%
MSFT
MICROSOFT CORP
-3.46%
-25,700
-0.97%
$281.92
49.33% $420.99
27.20%
NOW
SERVICENOW INC
-7.29%
-246
-0.04%
$622.22
21.82% $758.01
0.52%
SPG
SIMON PROPERTY GROUP INC
-100.00%
-8,100
-0.14%
$130.49
13.92% $148.66
0.00%
2021 Q2 (5 results)
STZ
CONSTELLATION BRANDS INC-A
+10.83%
+1,192
+0.06%
$233.87
9.20% $255.39
0.61%
DT
DYNATRACE INC
+50.91%
+374,000
+3.10%
$58.42
17.03% $48.47
9.20%
EL
ESTEE LAUDER COMPANIES-CL A
+10.10%
+576
+0.04%
$318.04
56.53% $138.24
0.44%
GPN
GLOBAL PAYMENTS INC
+0.25%
+1,500
+0.04%
$187.54
41.74% $109.27
15.91%
PTON
PELOTON INTERACTIVE INC-A
buy
+3,359
+0.09%
$124.09
96.87% $3.89
0.09%
40 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.