Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 6 security holdings in their (2017 Q1) SEC 13F filing(s) with portfolio value of $522,962,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2017, the top 5 holdings are (9990620D) GRUBHUB INC (27.49%), (BABA) ALIBABA GROUP HOLDING-SP ADR (27.08%), (CGNX) COGNEX CORP (22.53%), (CSTE) CAESARSTONE LTD (16.10%) and (HXL) HEXCEL CORP (4.03%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2017 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2017 Q1), please click on the "important" button.

Portfolio value: $522M+
Period: 2017 Q1
Number of stock: 6
Update: 15 May 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
27.08%
1,313,137
$107.83
19.70% $86.59
$141,596,000
CSTE
CAESARSTONE LTD
16.10%
1,219,118
$36.25
88.30% $4.24
$44,192,925
-9.72% (-131,250)
-1.73%
CGNX
COGNEX CORP
22.53%
2,807,402
$41.98
4.44% $40.11
$117,841,000
-13.81% (-450,000)
-3.61%
ETSY
ETSY INC
2.78%
1,365,949
$10.63
410.91% $54.31
$14,520,000
9990620D
GRUBHUB INC
27.49%
2,229,110
$32.89
-
$73,315,560
HXL
HEXCEL CORP
4.03%
386,283
$54.55
14.87% $62.66
$21,072,000
6 of 6

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
COE
CHINA ONLINE EDUCATION-ADR
36,560
-0.78%
AEO
AMERICAN EAGLE OUTFITTERS
60,000
-0.17%

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.