Robert Karr
Joho Capital
Joho Capital 13F holdings
Robert Karr's Portfolio
- Portfolio value:
- $398.14M≈
- # of securities:
- 11
- Reported for:
- 31 Mar 2016 (Q1)
- Latest filing date:
- 16 May 2016
What was Robert Karr's 2016 Q1 portfolio?
Joho Capital has disclosed a total of 11 security holdings in their (2016 Q1) SEC 13F filing(s) with portfolio value of $398,135,000.
Joho Capital's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Robert Karr's original 13F reports (2016 Q1) are the official SEC institutional disclosure documents covering all reported equity positions.
11 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
GRUBHUB INC/OLD
|
24.08%
|
$25.13
|
|
2015 Q2
|
≈ 1.00 year
|
Common Stock
|
+28.12% (+837.48K)
|
||||
|
|
Alibaba Group Holding Ltd
|
19.84%
|
$79.03
|
+62.48%($128.41)
|
2015 Q2
|
≈ 1.00 year
|
Depositary Receipt
|
+48.19% (+325K)
|
||||
|
|
Cognex Corp
|
15.07%
|
$19.47
|
+268.99%($71.86)
|
2015 Q3
|
≈ 0.75 years
|
Common Stock
|
|
||||
|
|
Hexcel Corp
|
12.02%
|
$43.71
|
+141.04%($105.36)
|
2013 Q2 or earlier
|
≈ 3.00+ years
|
Common Stock
|
-13.06% (-164.48K)
|
||||
|
|
Multi-Color Corp
|
8.52%
|
$53.35
|
|
2015 Q4
|
≈ 0.50 years
|
Common Stock
|
+94.29% (+308.69K)
|
||||
|
|
Alphabet Inc, CL-C
|
6.82%
|
$37.25
|
+862.99%($358.69)
|
2014 Q2
|
≈ 2.00 years
|
Common Stock
|
-31.16% (-330K)
|
||||
|
|
CAESARSTONE LTD
|
6.10%
|
$34.35
|
-93.07%($2.38)
|
2016 Q1
|
≈ 0.25 years
|
Common Stock
|
new
|
||||
|
|
TAL Education Group
|
5.27%
|
$8.28
|
+46.43%($12.12)
|
2013 Q2 or earlier
|
≈ 3.00+ years
|
Depositary Receipt
|
-52.21% (-2.77M)
|
||||
|
|
Baidu Inc
|
0.99%
|
$190.88
|
-41.66%($111.35)
|
2015 Q4
|
≈ 0.50 years
|
Depositary Receipt
|
+65.68% (+8.22K)
|
||||
|
|
Etsy, Inc
|
0.68%
|
$8.70
|
+878.55%($85.14)
|
2016 Q1
|
≈ 0.25 years
|
Common Stock
|
new
|
||||
Completely sold out
4 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Yirendai Ltd
|
2015 Q4
|
≈ 0.25 years
|
|||
|
|
Corning Incorporated
|
2015 Q3
|
≈ 0.50 years
|
|||
|
|
Alphabet Inc, CL-A
|
2013 Q2 or earlier
|
≈ 2.75+ years
|
|||
|
|
Yelp Inc
|
2015 Q4
|
≈ 0.25 years
|
|||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.