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 Q4) SEC 13F filing(s) with portfolio value of $441,494,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Dec 2018, the top 5 holdings are (FND) FLOOR & DECOR HOLDINGS INC-A (32.75%), (BABA) ALIBABA GROUP HOLDING-SP ADR (25.07%), (CGNX) COGNEX CORP (24.31%), (HXL) HEXCEL CORP (9.01%) and (FTCH) FARFETCH LTD-CLASS A (8.54%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2018 Q4" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2018 Q4), please click on the "important" button.

Portfolio value: $441M+
Period: 2018 Q4
Number of stock: 6
Update: 12 Feb 2019
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
25.07%
807,637
$137.07
37.86% $85.18
$110,703,000
CGNX
COGNEX CORP
24.31%
2,775,715
$38.67
4.06% $40.24
$107,337,000
+22.44% (+508,798)
+4.46%
EL
ESTEE LAUDER COMPANIES-CL A
0.31%
10,550
$130.14
43.77% $73.18
$1,373,000
-23.55% (-3,250)
-0.10%
FTCH
FARFETCH LTD-CLASS A
8.54%
1,671,306
$17.71
96.39% $0.64
$29,599,210
buy
+8.54%
FND
FLOOR & DECOR HOLDINGS INC-A
32.75%
5,582,381
$25.90
343.05% $114.75
$144,584,000
+89.12% (+2,630,623)
+15.43%
HXL
HEXCEL CORP
9.01%
534,346
$57.34
8.51% $62.22
$30,639,070
-15.98% (-101,647)
-1.71%
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.