Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 10 security holdings in their (2016 Q2) SEC 13F filing(s) with portfolio value of $367,294,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2016, the top 5 holdings are (9990620D) GRUBHUB INC (29.06%), (BABA) ALIBABA GROUP HOLDING-SP ADR (24.60%), (CGNX) COGNEX CORP (18.08%), (CSTE) CAESARSTONE LTD (11.49%) and (LABL) MULTI-COLOR CORP (8.44%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2016 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2016 Q2), please click on the "important" button.

Portfolio value: $367M+
Period: 2016 Q2
Number of stock: 10
Update: 15 Aug 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
24.60%
1,135,987
$79.53
8.88% $86.59
$90,345,000
+13.66% (+136,537)
+2.96%
AMZN
AMAZONCOM INC
0.78%
79,800
$35.78
475.06% $205.74
$2,855,000
BIDU
BAIDU INC - SPON ADR
0.93%
20,736
$165.17
48.65% $84.82
$3,425,000
CSTE
CAESARSTONE LTD
11.49%
1,214,627
$34.76
87.80% $4.24
$42,220,000
+71.77% (+507,518)
+4.80%
COE
CHINA ONLINE EDUCATION-ADR
1.42%
65,875
$79.32
81.72% $14.50
$5,225,000
buy
+1.42%
CGNX
COGNEX CORP
18.08%
3,081,098
$21.55
86.12% $40.11
$66,398,000
ETSY
ETSY INC
0.82%
313,213
$9.59
466.27% $54.31
$3,004,000
9990620D
GRUBHUB INC
29.06%
3,435,704
$31.07
-
$106,747,000
-9.96% (-380,000)
-3.21%
HXL
HEXCEL CORP
4.38%
386,283
$41.64
50.48% $62.66
$16,085,000
-64.72% (-708,496)
-8.03%
LABL
MULTI-COLOR CORP
8.44%
488,797
$63.40
-
$30,990,000
-23.16% (-147,293)
-2.54%
10 of 10

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
GOOG
ALPHABET INC-CL C
729,120
-7.39%
TAL
TAL EDUCATION GROUP- ADR
2,532,318
-5.71%

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.