Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 7 security holdings in their (2018 Q2) SEC 13F filing(s) with portfolio value of $448,909,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2018, the top 5 holdings are (BABA) ALIBABA GROUP HOLDING-SP ADR (36.81%), (CGNX) COGNEX CORP (30.50%), (FND) FLOOR & DECOR HOLDINGS INC-A (16.46%), (HXL) HEXCEL CORP (12.21%) and (ALB) ALBEMARLE CORP (3.51%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2018 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2018 Q2), please click on the "important" button.

Portfolio value: $448M+
Period: 2018 Q2
Number of stock: 7
Update: 13 Aug 2018
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ALB
ALBEMARLE CORP
3.51%
167,000
$94.33
12.74% $106.35
$15,753,000
buy
+3.51%
BABA
ALIBABA GROUP HOLDING-SP ADR
36.81%
890,637
$185.53
53.13% $86.95
$165,240,000
CGNX
COGNEX CORP
30.50%
3,069,024
$44.61
10.36% $39.99
$136,909,000
+24.07% (+595,358)
+5.92%
EL
ESTEE LAUDER COMPANIES-CL A
0.44%
13,800
$142.68
46.46% $76.39
$1,969,000
+27.78% (+3,000)
+0.10%
FND
FLOOR & DECOR HOLDINGS INC-A
16.46%
1,497,681
$49.33
131.52% $114.21
$73,881,000
+62.21% (+574,403)
+6.31%
HXL
HEXCEL CORP
12.21%
825,966
$66.38
5.57% $62.68
$54,828,000
+15.36% (+110,000)
+1.63%
HUYA
HUYA INC-ADR
0.07%
10,000
$32.90
90.61% $3.09
$329,000
buy
+0.07%
7 of 7

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
SBUX
STARBUCKS CORP
30,550
-0.39%

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.