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 Q4) SEC 13F filing(s) with portfolio value of $357,003,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Dec 2015, the top 5 holdings are (9990620D) GRUBHUB INC (20.19%), (HXL) HEXCEL CORP (16.38%), (BABA) ALIBABA GROUP HOLDING-SP ADR (15.35%), (CGNX) COGNEX CORP (14.57%) and (TAL) TAL EDUCATION GROUP- ADR (11.49%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2015 Q4" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2015 Q4), please click on the "important" button.

Portfolio value: $357M+
Period: 2015 Q4
Number of stock: 13
Update: 12 Feb 2016
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
15.35%
536,187
$81.27
6.55% $86.59
$43,576,335
GOOGL
ALPHABET INC-CL A
0.57%
52,140
$38.90
335.09% $169.23
$2,028,000
buy
+0.57%
GOOG
ALPHABET INC-CL C
11.26%
1,059,120
$37.94
350.19% $170.82
$40,187,000
buy
+11.26%
AMZN
AMAZONCOM INC
0.76%
62,244
$33.80
508.75% $205.74
$2,103,660
BIDU
BAIDU INC - SPON ADR
0.66%
12,516
$189.04
55.13% $84.82
$2,366,000
buy
+0.66%
CGNX
COGNEX CORP
14.57%
3,081,098
$16.88
137.55% $40.11
$52,024,000
+337.09% (+2,376,192)
+11.24%
GLW
CORNING INC
0.81%
120,258
$18.28
163.75% $48.22
$2,198,610
9990620D
GRUBHUB INC
20.19%
2,978,219
$24.20
-
$72,073,000
-5.33% (-167,688)
-1.14%
HXL
HEXCEL CORP
16.38%
1,259,260
$46.45
34.90% $62.66
$58,493,000
LABL
MULTI-COLOR CORP
5.49%
245,550
$59.81
-
$14,686,500
buy
+5.49%
TAL
TAL EDUCATION GROUP- ADR
11.49%
5,298,336
$7.75
33.50% $10.34
$41,036,000
-53.47% (-6,089,208)
-13.21%
YELP
YELP INC
0.55%
68,600
$28.80
32.20% $38.08
$1,976,000
buy
+0.55%
YRD
YIREN DIGITAL LTD - SPS ADR
1.92%
533,077
$9.45
44.55% $5.24
$5,037,690
buy
+1.92%
13 of 13

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
MJN
MEAD JOHNSON NUTRITION CO
647,300
-12.76%
KANG
IKANG HEALTHCARE GROUP-ADR
1,045,117
-5.35%
8888000D
GOOGLE LLC
2,607
-0.47%
9999000D
GOOGLE INC-CL C
43,688
-9.02%

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.