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 (2016 Q1) SEC 13F filing(s) with portfolio value of $398,135,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2016, the top 5 holdings are (9990620D) GRUBHUB INC (24.08%), (BABA) ALIBABA GROUP HOLDING-SP ADR (19.84%), (CGNX) COGNEX CORP (15.07%), (HXL) HEXCEL CORP (12.02%) and (LABL) MULTI-COLOR CORP (8.52%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2016 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2016 Q1), please click on the "important" button.

Portfolio value: $398M+
Period: 2016 Q1
Number of stock: 11
Update: 16 May 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
19.84%
999,450
$79.03
9.57% $86.59
$78,987,000
+48.19% (+325,000)
+6.45%
GOOG
ALPHABET INC-CL C
6.82%
729,120
$37.25
358.61% $170.82
$27,158,000
-31.16% (-330,000)
-3.09%
AMZN
AMAZONCOM INC
0.60%
57,456
$29.69
593.04% $205.74
$1,705,680
BIDU
BAIDU INC - SPON ADR
0.99%
20,736
$190.88
55.56% $84.82
$3,958,000
+65.68% (+8,220)
+0.39%
CSTE
CAESARSTONE LTD
6.10%
707,109
$34.35
87.66% $4.24
$24,289,000
buy
+6.10%
CGNX
COGNEX CORP
15.07%
2,172,174
$19.47
105.96% $40.11
$42,302,820
ETSY
ETSY INC
0.68%
313,213
$8.70
524.25% $54.31
$2,725,000
buy
+0.68%
9990620D
GRUBHUB INC
24.08%
3,815,704
$25.13
-
$95,889,000
+28.12% (+837,485)
+5.29%
HXL
HEXCEL CORP
12.02%
755,397
$43.71
43.35% $62.66
$33,018,569
-13.06% (-113,491)
-1.81%
LABL
MULTI-COLOR CORP
8.52%
636,090
$53.35
-
$33,935,000
+94.29% (+308,690)
+4.14%
TAL
TAL EDUCATION GROUP- ADR
5.27%
2,532,318
$8.28
24.88% $10.34
$20,968,000
-52.21% (-2,766,018)
-5.75%
11 of 11

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
52,140
-0.51%
YELP
YELP INC
68,600
-0.50%
GLW
CORNING INC
120,258
-0.72%
YRD
YIREN DIGITAL LTD - SPS ADR
533,077
-1.72%

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.