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 Q3) SEC 13F filing(s) with portfolio value of $508,199,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2016, the top 5 holdings are (9990620D) GRUBHUB INC (29.06%), (BABA) ALIBABA GROUP HOLDING-SP ADR (25.23%), (CGNX) COGNEX CORP (17.58%), (CSTE) CAESARSTONE LTD (10.20%) and (LABL) MULTI-COLOR CORP (5.95%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2016 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2016 Q3), please click on the "important" button.

Portfolio value: $508M+
Period: 2016 Q3
Number of stock: 11
Update: 14 Nov 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
25.23%
1,211,987
$105.79
18.15% $86.59
$128,216,000
+6.69% (+76,000)
+1.58%
AMZN
AMAZONCOM INC
0.66%
79,760
$41.86
391.46% $205.74
$3,339,000
-0.05% (-40)
-0.00%
AEO
AMERICAN EAGLE OUTFITTERS
0.21%
36,900
$17.87
3.99% $18.58
$659,280
buy
+0.21%
BIDU
BAIDU INC - SPON ADR
0.74%
20,736
$182.05
53.41% $84.82
$3,775,000
CSTE
CAESARSTONE LTD
10.20%
1,374,627
$37.71
88.76% $4.24
$51,837,000
+13.17% (+160,000)
+1.19%
COE
CHINA ONLINE EDUCATION-ADR
1.08%
39,525
$83.60
82.66% $14.50
$3,304,200
CGNX
COGNEX CORP
17.58%
3,380,276
$26.43
51.76% $40.11
$89,341,000
+9.71% (+299,178)
+1.56%
ETSY
ETSY INC
5.91%
2,104,162
$14.28
280.33% $54.31
$30,047,000
+571.80% (+1,790,949)
+5.03%
9990620D
GRUBHUB INC
29.06%
2,009,886
$42.99
-
$86,405,085
HXL
HEXCEL CORP
3.37%
386,283
$44.30
41.45% $62.66
$17,112,000
LABL
MULTI-COLOR CORP
5.95%
458,367
$66.00
-
$30,252,000
-6.23% (-30,430)
-0.40%
11 of 11

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.