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 (2015 Q3) SEC 13F filing(s) with portfolio value of $349,247,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2015, the top 5 holdings are (9990620D) GRUBHUB INC (21.92%), (TAL) TAL EDUCATION GROUP- ADR (17.47%), (HXL) HEXCEL CORP (16.17%), (MJN) MEAD JOHNSON NUTRITION CO (13.05%) and (BABA) ALIBABA GROUP HOLDING-SP ADR (11.39%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2015 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2015 Q3), please click on the "important" button.

Portfolio value: $349M+
Period: 2015 Q3
Number of stock: 11
Update: 16 Nov 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
11.39%
674,450
$58.97
46.84% $86.59
$39,772,000
+93.25% (+325,450)
+5.50%
AMZN
AMAZONCOM INC
0.58%
79,800
$25.59
704.02% $205.74
$2,042,000
-27.98% (-31,000)
-0.23%
CGNX
COGNEX CORP
3.47%
592,121
$17.19
133.40% $40.11
$10,175,760
buy
+3.47%
GLW
CORNING INC
0.77%
157,200
$17.12
181.69% $48.22
$2,691,000
buy
+0.77%
9999000D
GOOGLE INC-CL C
9.23%
43,688
$608.41
-
$26,580,675
8888000D
GOOGLE LLC
0.48%
2,607
$638.28
-
$1,664,000
9990620D
GRUBHUB INC
21.92%
3,145,907
$24.34
-
$76,571,000
+65.35% (+1,243,307)
+8.66%
HXL
HEXCEL CORP
16.17%
1,259,260
$44.86
39.68% $62.66
$56,490,000
+46.95% (+402,300)
+5.17%
KANG
IKANG HEALTHCARE GROUP-ADR
5.47%
1,045,117
$14.80
-
$15,467,760
-54.29% (-1,241,233)
-6.49%
MJN
MEAD JOHNSON NUTRITION CO
13.05%
647,300
$70.40
-
$45,570,000
-16.19% (-125,000)
-2.52%
TAL
TAL EDUCATION GROUP- ADR
17.47%
11,387,544
$5.36
92.97% $10.34
$61,018,000
-18.73% (-2,624,274)
-4.03%
11 of 11

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
BIDU
BAIDU INC - SPON ADR
1,640
-0.09%
CSCO
CISCO SYSTEMS INC
11,088
-0.10%
QUNR
QUNAR CAYMAN ISLANDS LTD-ADR
1,253,617
-15.38%
DATA
TABLEAU SOFTWARE INC-CL A
4,250
-0.14%

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.