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
2021 Q1 (20 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
-24.34%
-147,878
-6.47%
$226.73
61.76% $86.70
20.10%
GOOGL
ALPHABET INC-CL A
+86.67%
+6,500
+0.10%
$103.14
68.87% $174.18
0.22%
APH
AMPHENOL CORP-CL A
buy
+41,822
+0.54%
$65.96
99.68% $131.71
0.54%
ADSK
AUTODESK INC
buy
+6,470
+0.28%
$277.13
20.46% $220.43
0.28%
CDAY
CERIDIAN HCM HOLDING INC
buy
+185,037
+2.42%
$84.27
17.50% $69.52
2.42%
CGNX
COGNEX CORP
-100.00%
-12,418
-0.18%
$80.29
40.84% $47.50
0.00%
STZ
CONSTELLATION BRANDS INC-A
+53.10%
+4,417
+0.20%
$227.99
12.02% $255.39
0.58%
DT
DYNATRACE INC
+5,465.15%
+721,400
+5.40%
$48.24
0.48% $48.47
5.50%
ECL
ECOLAB INC
+56.91%
+2,800
+0.09%
$214.12
8.65% $232.63
0.26%
EL
ESTEE LAUDER COMPANIES-CL A
+36.57%
+1,776
+0.11%
$290.89
52.48% $138.24
0.40%
EEFT
EURONET WORLDWIDE INC
+2.56%
+8,911
+0.25%
$138.30
16.65% $115.27
10.09%
FND
FLOOR & DECOR HOLDINGS INC-A
-100.00%
-29,412
-0.50%
$92.85
28.09% $118.94
0.00%
GPN
GLOBAL PAYMENTS INC
+72.31%
+249,875
+7.82%
$201.58
45.79% $109.27
18.64%
LTHM
LIVENT CORP
+0.43%
+16,000
+0.04%
$17.32
4.68% $16.51
10.16%
MSFT
MICROSOFT CORP
-2.54%
-19,400
-0.71%
$235.77
78.56% $420.99
27.21%
PFGC
PERFORMANCE FOOD GROUP CO
+211.02%
+19,564
+0.24%
$57.62
28.55% $74.07
0.35%
PG
PROCTER & GAMBLE CO/THE
+45.96%
+8,770
+0.18%
$135.44
23.94% $167.86
0.59%
NOW
SERVICENOW INC
+19.25%
+1,080
+0.08%
$500.15
51.56% $758.01
0.52%
SPG
SIMON PROPERTY GROUP INC
buy
+5,791
+0.14%
$113.83
30.60% $148.66
0.14%
UBER
UBER TECHNOLOGIES INC
buy
+20,950
+0.18%
$54.51
21.17% $66.05
0.18%
2020 Q4 (18 results)
ADBE
ADOBE INC
buy
+5,610
+0.48%
$500.18
3.46% $482.88
0.48%
BABA
ALIBABA GROUP HOLDING-SP ADR
+1.63%
+10,847
+0.48%
$232.73
62.75% $86.70
29.98%
GOOGL
ALPHABET INC-CL A
buy
+7,500
+0.11%
$87.60
98.84% $174.18
0.11%
AMZN
AMAZONCOM INC
buy
+34,800
+0.97%
$162.84
12.76% $183.63
0.97%
CDAY
CERIDIAN HCM HOLDING INC
-100.00%
-190,537
-2.69%
$82.65
15.89% $69.52
0.00%
CGNX
COGNEX CORP
buy
+12,418
+0.19%
$80.29
40.84% $47.50
0.00%
STZ
CONSTELLATION BRANDS INC-A
buy
+10,735
+0.40%
$219.10
16.57% $255.39
0.40%
DT
DYNATRACE INC
buy
+13,200
+0.10%
$43.26
12.05% $48.47
0.10%
ECL
ECOLAB INC
buy
+4,255
+0.18%
$216.26
7.57% $232.63
0.18%
EEFT
EURONET WORLDWIDE INC
+60.66%
+173,000
+4.28%
$144.92
20.46% $115.27
11.34%
GPN
GLOBAL PAYMENTS INC
+35.01%
+89,620
+3.30%
$215.42
49.28% $109.27
12.71%
LTHM
LIVENT CORP
+27.26%
+672,680
+2.59%
$18.84
12.37% $16.51
12.10%
META
META PLATFORMS INC-CLASS A
buy
+12,230
+0.57%
$273.18
73.23% $473.23
0.57%
MSFT
MICROSOFT CORP
+3.33%
+24,600
+0.93%
$222.42
89.28% $420.99
28.95%
PFGC
PERFORMANCE FOOD GROUP CO
buy
+12,700
+0.10%
$47.64
55.49% $74.07
0.10%
PG
PROCTER & GAMBLE CO/THE
+15.29%
+2,074
+0.06%
$139.15
20.63% $167.86
0.45%
NOW
SERVICENOW INC
buy
+5,610
+0.53%
$550.45
37.71% $758.01
0.53%
SNOW
SNOWFLAKE INC-CLASS A
-100.00%
-4,824
-0.21%
$251.04
34.26% $165.04
0.00%
2020 Q3 (8 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
-3.38%
-26,000
-1.55%
$293.98
70.51% $86.70
44.12%
CDAY
CERIDIAN HCM HOLDING INC
+646.12%
+165,000
+2.76%
$82.65
15.89% $69.52
0.00%
EEFT
EURONET WORLDWIDE INC
buy
+268,101
+5.25%
$91.10
26.53% $115.27
5.25%
FND
FLOOR & DECOR HOLDINGS INC-A
-78.89%
-129,300
-1.95%
$74.79
59.03% $118.94
0.52%
GPN
GLOBAL PAYMENTS INC
+574.29%
+218,000
+7.83%
$177.58
38.47% $109.27
9.19%
LTHM
LIVENT CORP
+31.04%
+700,000
+1.27%
$8.97
84.06% $16.51
5.36%
PG
PROCTER & GAMBLE CO/THE
buy
+15,060
+0.46%
$138.97
20.79% $167.86
0.46%
SNOW
SNOWFLAKE INC-CLASS A
buy
+4,824
+0.24%
$251.04
34.26% $165.04
0.00%
46 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.