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 Q3) SEC 13F filing(s) with portfolio value of $458,361,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2017, the top 5 holdings are (BABA) ALIBABA GROUP HOLDING-SP ADR (36.69%), (CGNX) COGNEX CORP (31.19%), (CSTE) CAESARSTONE LTD (15.10%), (HXL) HEXCEL CORP (8.97%) and (MHK) MOHAWK INDUSTRIES INC (7.90%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2017 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2017 Q3), please click on the "important" button.

Portfolio value: $458M+
Period: 2017 Q3
Number of stock: 6
Update: 13 Nov 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
36.69%
973,637
$172.71
49.66% $86.95
$168,157,000
-19.08% (-229,500)
-8.65%
CSTE
CAESARSTONE LTD
15.10%
2,322,130
$29.80
85.94% $4.19
$69,199,000
CGNX
COGNEX CORP
31.19%
2,462,781
$55.14
27.48% $39.99
$135,797,750
-7.66% (-204,250)
-2.59%
HXL
HEXCEL CORP
8.97%
715,966
$57.42
9.16% $62.68
$41,111,000
MHK
MOHAWK INDUSTRIES INC
7.90%
146,277
$247.51
43.93% $138.78
$36,205,000
SBUX
STARBUCKS CORP
0.16%
12,949
$53.72
89.10% $101.58
$695,640
+36.45% (+3,459)
+0.04%
6 of 6

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
9990620D
GRUBHUB INC
849,463
-8.25%
BEDU
BRIGHT SCHOLAR EDUCATION-ADR
348,250
-0.91%

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.