Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 8 security holdings in their (2016 Q4) SEC 13F filing(s) with portfolio value of $498,015,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Dec 2016, the top 5 holdings are (9990620D) GRUBHUB INC (33.02%), (BABA) ALIBABA GROUP HOLDING-SP ADR (23.15%), (CGNX) COGNEX CORP (20.81%), (CSTE) CAESARSTONE LTD (14.80%) and (HXL) HEXCEL CORP (3.99%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2016 Q4" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2016 Q4), please click on the "important" button.

Portfolio value: $498M+
Period: 2016 Q4
Number of stock: 8
Update: 14 Feb 2017
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
23.15%
748,488
$87.81
1.39% $86.59
$65,724,990
+8.35% (+57,655)
+1.78%
AEO
AMERICAN EAGLE OUTFITTERS
0.18%
60,000
$15.17
22.51% $18.58
$910,000
CSTE
CAESARSTONE LTD
14.80%
2,572,130
$28.65
85.20% $4.24
$73,692,000
+87.11% (+1,197,503)
+6.89%
COE
CHINA ONLINE EDUCATION-ADR
0.82%
36,560
$62.19
76.69% $14.50
$2,273,834
CGNX
COGNEX CORP
20.81%
3,257,402
$31.81
26.09% $40.11
$103,618,000
-3.64% (-122,874)
-0.78%
ETSY
ETSY INC
3.23%
1,365,949
$11.78
361.03% $54.31
$16,091,000
-35.08% (-738,213)
-1.75%
9990620D
GRUBHUB INC
33.02%
2,360,234
$37.62
-
$88,792,200
+27.22% (+504,954)
+7.06%
HXL
HEXCEL CORP
3.99%
386,283
$51.44
21.81% $62.66
$19,870,000
8 of 8

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
AMZN
AMAZONCOM INC
79,760
-0.67%
BIDU
BAIDU INC - SPON ADR
20,736
-0.76%
LABL
MULTI-COLOR CORP
458,367
-6.07%

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.