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 (2018 Q1) SEC 13F filing(s) with portfolio value of $389,825,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2018, the top 5 holdings are (BABA) ALIBABA GROUP HOLDING-SP ADR (41.93%), (CGNX) COGNEX CORP (32.99%), (FND) FLOOR & DECOR HOLDINGS INC-A (12.34%), (HXL) HEXCEL CORP (11.86%) and (SBUX) STARBUCKS CORP (0.45%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2018 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2018 Q1), please click on the "important" button.

Portfolio value: $389M+
Period: 2018 Q1
Number of stock: 6
Update: 14 May 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
41.93%
890,637
$183.54
52.74% $86.74
$163,468,000
+12.22% (+97,000)
+4.57%
CGNX
COGNEX CORP
32.99%
2,473,666
$51.99
22.99% $40.04
$128,606,000
+15.32% (+328,674)
+4.38%
EL
ESTEE LAUDER COMPANIES-CL A
0.41%
9,450
$149.72
49.31% $75.89
$1,414,875
buy
+0.41%
FND
FLOOR & DECOR HOLDINGS INC-A
12.34%
821,717
$52.12
119.11% $114.20
$42,827,690
buy
+12.34%
HXL
HEXCEL CORP
11.86%
715,966
$64.59
3.10% $62.59
$46,244,000
SBUX
STARBUCKS CORP
0.45%
30,550
$57.91
74.75% $101.19
$1,769,000
+120.58% (+16,700)
+0.25%
6 of 6

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
CSTE
CAESARSTONE LTD
1,832,279
-10.34%
MHK
MOHAWK INDUSTRIES INC
127,677
-9.04%

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.