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 (2017 Q2) SEC 13F filing(s) with portfolio value of $485,786,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2017, the top 4 holdings are (BABA) ALIBABA GROUP HOLDING-SP ADR (34.90%), (CGNX) COGNEX CORP (24.53%), (CSTE) CAESARSTONE LTD (16.75%) and (HXL) HEXCEL CORP (7.78%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2017 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2017 Q2), please click on the "important" button.

Portfolio value: $485M+
Period: 2017 Q2
Number of stock: 8
Update: 14 Aug 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
34.90%
1,203,137
$140.90
38.55% $86.59
$169,522,000
-8.38% (-110,000)
-3.19%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
0.86%
350,000
$11.90
84.45% $1.85
$4,165,000
buy
+0.86%
CSTE
CAESARSTONE LTD
16.75%
2,322,130
$35.05
87.90% $4.24
$81,391,000
CGNX
COGNEX CORP
24.53%
2,807,402
$42.45
5.51% $40.11
$119,174,000
9990620D
GRUBHUB INC
7.78%
866,799
$43.60
-
$37,792,000
-80.17% (-3,504,005)
-31.45%
HXL
HEXCEL CORP
7.78%
715,966
$52.79
18.70% $62.66
$37,796,000
+85.35% (+329,683)
+3.58%
MHK
MOHAWK INDUSTRIES INC
7.28%
146,277
$241.69
42.45% $139.10
$35,354,000
buy
+7.28%
SBUX
STARBUCKS CORP
0.12%
10,150
$58.33
74.04% $101.51
$592,000
buy
+0.12%
8 of 8

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ETSY
ETSY INC
1,365,949
-2.99%

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.