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 (2015 Q2) SEC 13F filing(s) with portfolio value of $429,110,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2015, the top 5 holdings are (TAL) TAL EDUCATION GROUP- ADR (19.21%), (MJN) MEAD JOHNSON NUTRITION CO (16.24%), (9990620D) GRUBHUB INC (15.11%), (KANG) IKANG HEALTHCARE GROUP-ADR (12.72%) and (QUNR) QUNAR CAYMAN ISLANDS LTD-ADR (12.52%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2015 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2015 Q2), please click on the "important" button.

Portfolio value: $429M+
Period: 2015 Q2
Number of stock: 13
Update: 14 Aug 2015
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
6.69%
319,335
$82.27
5.25% $86.59
$26,271,480
buy
+6.69%
AMZN
AMAZONCOM INC
0.56%
110,800
$21.71
847.86% $205.74
$2,405,000
buy
+0.56%
BIDU
BAIDU INC - SPON ADR
0.08%
1,640
$198.78
57.33% $84.82
$326,000
-99.52% (-339,060)
-15.71%
CSCO
CISCO SYSTEMS INC
0.08%
11,088
$27.44
116.11% $59.29
$304,200
buy
+0.08%
9999000D
GOOGLE INC-CL C
6.42%
52,956
$520.51
-
$27,564,000
-64.85% (-97,708)
-11.85%
8888000D
GOOGLE LLC
0.33%
2,607
$540.08
-
$1,408,000
-34.23% (-1,357)
-0.17%
9990620D
GRUBHUB INC
15.11%
1,683,801
$34.07
-
$57,367,470
buy
+15.11%
HXL
HEXCEL CORP
9.93%
856,960
$49.74
25.98% $62.66
$42,625,000
KANG
IKANG HEALTHCARE GROUP-ADR
12.72%
2,822,655
$19.34
-
$54,590,000
buy
+12.72%
MJN
MEAD JOHNSON NUTRITION CO
16.24%
671,901
$90.22
-
$60,618,990
+70.67% (+278,226)
+6.72%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
12.52%
1,253,617
$42.85
-
$53,717,000
-16.90% (-255,000)
-2.55%
DATA
TABLEAU SOFTWARE INC-CL A
0.11%
4,250
$115.29
-
$490,000
buy
+0.11%
TAL
TAL EDUCATION GROUP- ADR
19.21%
11,980,104
$5.88
75.75% $10.34
$70,482,780
-10.73% (-1,439,411)
-2.31%
13 of 13

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
TEDUUSD
TARENA INTERNATIONAL INC-ADR
514,303
-1.17%
YELP
YELP INC
805,677
-8.89%

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.