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 Q4 (12 results)
VNET
21VIANET GROUP INC-ADR
-31.32%
-364,917
-1.08%
$15.47
86.75% $2.05
0.00%
WUBA
58COM INC-ADR
-100.00%
-190,747
-1.36%
$37.25
-
0.00%
BIDU
BAIDU INC - SPON ADR
-20.74%
-143,000
-6.25%
$227.97
51.49% $110.58
23.90%
9999000D
GOOGLE INC-CL C
+33.37%
+37,700
+3.81%
$526.40
-
15.21%
HXL
HEXCEL CORP
+37.01%
+231,491
+1.84%
$41.49
73.46% $71.97
6.82%
MJN
MEAD JOHNSON NUTRITION CO
-4.35%
-20,000
-0.39%
$100.54
-
8.48%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
+49.13%
+497,026
+2.71%
$28.43
-
8.23%
TAL
TAL EDUCATION GROUP- ADR
-1.86%
-277,608
-0.25%
$4.68
176.18% $12.93
13.19%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
-0.48%
-7,550
-0.02%
$11.10
-
3.34%
VECO
VEECO INSTRUMENTS INC
-36.15%
-395,231
-2.64%
$34.88
14.68% $40.00
0.00%
VIPS
VIPSHOP HOLDINGS LTD - ADR
-100.00%
-2,117,000
-7.67%
$18.90
8.36% $17.32
0.00%
YELP
YELP INC
+152.09%
+290,000
+3.04%
$54.73
31.94% $37.25
5.05%
2014 Q3 (11 results)
VNET
21VIANET GROUP INC-ADR
-27.30%
-437,642
-1.33%
$18.00
88.61% $2.05
3.55%
WUBA
58COM INC-ADR
-79.27%
-729,253
-4.60%
$37.25
-
0.00%
BIDU
BAIDU INC - SPON ADR
-14.93%
-121,000
-4.47%
$218.23
49.33% $110.58
25.50%
9999000D
GOOGLE INC-CL C
+31.41%
+27,000
+2.64%
$577.36
-
11.05%
HXL
HEXCEL CORP
+12.80%
+70,963
+0.48%
$39.70
81.29% $71.97
4.21%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
buy
+1,011,591
+4.74%
$27.65
-
4.74%
TAL
TAL EDUCATION GROUP- ADR
-3.06%
-472,644
-0.47%
$5.82
122.04% $12.93
14.76%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
-29.51%
-658,969
-1.44%
$12.93
-
3.45%
VECO
VEECO INSTRUMENTS INC
-18.88%
-254,413
-1.51%
$34.95
14.45% $40.00
6.48%
VIPS
VIPSHOP HOLDINGS LTD - ADR
-12.59%
-305,000
-0.98%
$18.90
8.36% $17.32
0.00%
YELP
YELP INC
-67.37%
-393,631
-4.55%
$68.25
45.42% $37.25
2.21%
2014 Q2 (12 results)
VNET
21VIANET GROUP INC-ADR
-4.77%
-80,283
-0.37%
$29.97
93.16% $2.05
7.33%
WUBA
58COM INC-ADR
+2.02%
+18,172
+0.15%
$54.06
-
7.59%
BIDU
BAIDU INC - SPON ADR
-11.16%
-101,856
-2.91%
$186.81
40.81% $110.58
23.12%
9999000D
GOOGLE INC-CL C
buy
+85,964
+7.55%
$575.28
-
7.55%
8888000D
GOOGLE LLC
+2.26%
+1,901
+0.17%
$584.68
-
7.67%
MJN
MEAD JOHNSON NUTRITION CO
+1.91%
+8,630
+0.12%
$93.17
-
6.54%
TAL
TAL EDUCATION GROUP- ADR
-1.17%
-182,418
-0.13%
$4.58
182.11% $12.93
10.80%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
buy
+2,233,297
+4.48%
$13.13
-
4.48%
VECO
VEECO INSTRUMENTS INC
-11.98%
-183,451
-1.04%
$37.26
7.35% $40.00
7.67%
VIPS
VIPSHOP HOLDINGS LTD - ADR
-25.98%
-850,000
-2.44%
$18.77
7.75% $17.32
6.94%
YELP
YELP INC
-5.20%
-32,021
-0.37%
$76.68
51.42% $37.25
6.84%
YOKU
YOUKU TUDOU INC-ADR
-100.00%
-947,383
-4.06%
$28.04
-
0.00%
35 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.