Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 9 security holdings in their (2015 Q1) SEC 13F filing(s) with portfolio value of $437,603,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2015, the top 5 holdings are (TAL) TAL EDUCATION GROUP- ADR (19.86%), (9999000D) GOOGLE INC-CL C (18.87%), (BIDU) BAIDU INC - SPON ADR (16.23%), (QUNR) QUNAR CAYMAN ISLANDS LTD-ADR (14.22%) and (MJN) MEAD JOHNSON NUTRITION CO (10.40%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2015 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2015 Q1), please click on the "important" button.

Portfolio value: $437M+
Period: 2015 Q1
Number of stock: 9
Update: 15 May 2015
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BIDU
BAIDU INC - SPON ADR
16.23%
327,072
$208.40
59.30% $84.82
$68,161,920
-37.66% (-197,616)
-9.80%
9999000D
GOOGLE INC-CL C
18.87%
150,664
$548.00
-
$82,564,000
8888000D
GOOGLE LLC
0.50%
3,964
$554.74
-
$2,199,000
-95.39% (-82,000)
-10.40%
HXL
HEXCEL CORP
10.07%
809,827
$51.42
21.86% $62.66
$41,641,425
MJN
MEAD JOHNSON NUTRITION CO
10.40%
452,500
$100.53
-
$45,490,000
+2.86% (+12,600)
+0.29%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
14.22%
1,508,617
$41.25
-
$62,230,000
TAL
TAL EDUCATION GROUP- ADR
19.86%
14,596,666
$5.54
86.75% $10.34
$80,817,000
+6.89% (+940,944)
+1.28%
TEDUUSD
TARENA INTERNATIONAL INC-ADR
1.14%
514,303
$9.73
-
$5,004,000
-67.17% (-1,052,475)
-2.34%
YELP
YELP INC
8.72%
805,677
$47.35
19.58% $38.08
$38,149,000
+67.61% (+325,000)
+3.52%
9 of 9

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
VNET
21VIANET GROUP INC-ADR
800,375
-2.83%
VECO
VEECO INSTRUMENTS INC
698,156
-5.56%

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.