Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 11 security holdings in their (2014 Q4) SEC 13F filing(s) with portfolio value of $521,374,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Dec 2014, the top 5 holdings are (BIDU) BAIDU INC - SPON ADR (23.90%), (9999000D) GOOGLE INC-CL C (15.21%), (TAL) TAL EDUCATION GROUP- ADR (13.19%), (8888000D) GOOGLE LLC (8.75%) and (MJN) MEAD JOHNSON NUTRITION CO (8.48%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2014 Q4" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2014 Q4), please click on the "important" button.

Portfolio value: $521M+
Period: 2014 Q4
Number of stock: 11
Update: 17 Feb 2015
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
VNET
21VIANET GROUP INC-ADR
2.37%
800,375
$15.47
75.05% $3.86
$12,382,000
-31.32% (-364,917)
-1.08%
BIDU
BAIDU INC - SPON ADR
23.90%
546,550
$227.97
62.79% $84.82
$124,597,000
-20.74% (-143,000)
-6.25%
9999000D
GOOGLE INC-CL C
15.21%
150,664
$526.40
-
$79,310,000
+33.37% (+37,700)
+3.81%
8888000D
GOOGLE LLC
8.75%
85,964
$530.66
-
$45,618,000
HXL
HEXCEL CORP
6.82%
856,960
$41.49
51.03% $62.66
$35,555,000
+37.01% (+231,491)
+1.84%
MJN
MEAD JOHNSON NUTRITION CO
8.48%
439,900
$100.54
-
$44,228,000
-4.35% (-20,000)
-0.39%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
8.23%
1,508,617
$28.43
-
$42,890,000
+49.13% (+497,026)
+2.71%
TAL
TAL EDUCATION GROUP- ADR
13.19%
14,683,572
$4.68
120.86% $10.34
$68,744,000
-1.86% (-277,608)
-0.25%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
3.34%
1,566,778
$11.10
-
$17,391,000
-0.48% (-7,550)
-0.02%
VECO
VEECO INSTRUMENTS INC
4.67%
698,156
$34.88
20.79% $27.63
$24,352,000
-36.15% (-395,231)
-2.64%
YELP
YELP INC
5.05%
480,677
$54.73
30.42% $38.08
$26,307,000
+152.09% (+290,000)
+3.04%
11 of 11

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
VIPS
VIPSHOP HOLDINGS LTD - ADR
2,117,000
-7.67%
WUBA
58COM INC-ADR
190,747
-1.36%

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.