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 Q4) SEC 13F filing(s) with portfolio value of $388,648,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Dec 2017, the top 5 holdings are (BABA) ALIBABA GROUP HOLDING-SP ADR (35.21%), (CGNX) COGNEX CORP (33.75%), (HXL) HEXCEL CORP (11.39%), (CSTE) CAESARSTONE LTD (10.37%) and (MHK) MOHAWK INDUSTRIES INC (9.06%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2017 Q4" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2017 Q4), please click on the "important" button.

Portfolio value: $388M+
Period: 2017 Q4
Number of stock: 6
Update: 13 Feb 2018
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
35.21%
793,637
$172.43
49.71% $86.71
$136,847,000
-18.49% (-180,000)
-7.99%
CSTE
CAESARSTONE LTD
10.37%
1,832,279
$22.00
80.64% $4.26
$40,310,000
-21.09% (-489,851)
-2.77%
CGNX
COGNEX CORP
33.76%
1,973,392
$61.16
34.86% $39.84
$120,692,960
-17.26% (-411,617)
-7.04%
HXL
HEXCEL CORP
11.39%
715,966
$61.85
0.83% $62.36
$44,282,000
MHK
MOHAWK INDUSTRIES INC
9.06%
127,677
$275.90
49.27% $139.97
$35,226,000
-12.72% (-18,600)
-1.32%
SBUX
STARBUCKS CORP
0.20%
12,534
$57.40
76.29% $101.19
$719,475
6 of 6

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.