Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 12 security holdings in their (2014 Q2) SEC 13F filing(s) with portfolio value of $654,992,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2014, the top 4 holdings are (BIDU) BAIDU INC - SPON ADR (23.12%), (TAL) TAL EDUCATION GROUP- ADR (10.80%), (VECO) VEECO INSTRUMENTS INC (7.67%) and (WUBA) 58COM INC-ADR (7.59%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2014 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2014 Q2), please click on the "important" button.

Portfolio value: $654M+
Period: 2014 Q2
Number of stock: 12
Update: 14 Aug 2014
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
VNET
21VIANET GROUP INC-ADR
7.33%
1,025,877
$29.97
87.12% $3.86
$30,745,600
-4.77% (-51,381)
-0.37%
WUBA
58COM INC-ADR
7.59%
920,000
$54.06
-
$49,735,000
+2.02% (+18,172)
+0.15%
BIDU
BAIDU INC - SPON ADR
23.12%
810,550
$186.81
54.60% $84.82
$151,419,000
-11.16% (-101,856)
-2.91%
9999000D
GOOGLE INC-CL C
7.55%
85,964
$575.28
-
$49,453,000
buy
+7.55%
8888000D
GOOGLE LLC
7.67%
53,727
$584.68
-
$31,413,125
+2.26% (+1,188)
+0.17%
HXL
HEXCEL CORP
3.46%
554,506
$40.90
53.20% $62.66
$22,679,000
MJN
MEAD JOHNSON NUTRITION CO
6.54%
280,539
$93.17
-
$26,137,890
+1.91% (+5,264)
+0.12%
TAL
TAL EDUCATION GROUP- ADR
10.80%
15,433,824
$4.58
125.60% $10.34
$70,738,000
-1.17% (-182,418)
-0.13%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
4.48%
2,233,297
$13.13
-
$29,323,000
buy
+4.48%
VECO
VEECO INSTRUMENTS INC
7.67%
801,941
$37.26
25.85% $27.63
$29,880,305
-11.98% (-109,153)
-1.04%
VIPS
VIPSHOP HOLDINGS LTD - ADR
6.94%
2,422,000
$18.77
27.72% $13.57
$45,471,000
-25.98% (-850,000)
-2.44%
YELP
YELP INC
6.84%
584,308
$76.68
50.34% $38.08
$44,805,000
-5.20% (-32,021)
-0.37%
12 of 12

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
YOKU
YOUKU TUDOU INC-ADR
947,383
-4.06%

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.