Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 13 security holdings in their (2014 Q3) SEC 13F filing(s) with portfolio value of $590,137,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2014, the top 5 holdings are (BIDU) BAIDU INC - SPON ADR (25.50%), (TAL) TAL EDUCATION GROUP- ADR (14.76%), (9999000D) GOOGLE INC-CL C (11.05%), (8888000D) GOOGLE LLC (8.57%) and (MJN) MEAD JOHNSON NUTRITION CO (7.50%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2014 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2014 Q3), please click on the "important" button.

Portfolio value: $590M+
Period: 2014 Q3
Number of stock: 13
Update: 14 Nov 2014
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
VNET
21VIANET GROUP INC-ADR
3.55%
675,869
$18.00
78.56% $3.86
$12,165,500
-27.30% (-253,832)
-1.33%
WUBA
58COM INC-ADR
1.20%
190,747
$37.25
-
$7,105,000
-79.27% (-729,253)
-4.60%
BIDU
BAIDU INC - SPON ADR
25.50%
689,550
$218.23
61.13% $84.82
$150,480,000
-14.93% (-121,000)
-4.47%
9999000D
GOOGLE INC-CL C
11.05%
112,964
$577.36
-
$65,221,000
+31.41% (+27,000)
+2.64%
8888000D
GOOGLE LLC
8.57%
48,569
$588.41
-
$28,578,829
HXL
HEXCEL CORP
4.21%
625,469
$39.70
57.83% $62.66
$24,831,000
+12.80% (+70,963)
+0.48%
MJN
MEAD JOHNSON NUTRITION CO
7.50%
252,945
$96.22
-
$24,338,600
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
4.74%
1,011,591
$27.65
-
$27,970,000
buy
+4.74%
TAL
TAL EDUCATION GROUP- ADR
14.76%
14,961,180
$5.82
77.56% $10.34
$87,124,000
-3.06% (-472,644)
-0.47%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
3.45%
842,265
$12.93
-
$10,890,459
-29.51% (-352,548)
-1.44%
VECO
VEECO INSTRUMENTS INC
6.48%
1,093,387
$34.95
20.94% $27.63
$38,214,000
-18.88% (-254,413)
-1.51%
VIPS
VIPSHOP HOLDINGS LTD - ADR
6.78%
2,117,000
$18.90
28.20% $13.57
$40,013,000
-12.59% (-305,000)
-0.98%
YELP
YELP INC
2.21%
99,152
$68.25
44.21% $38.08
$6,767,280
-67.37% (-204,688)
-4.55%
13 of 13

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.