Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 9 security holdings in their (2019 Q1) SEC 13F filing(s) with portfolio value of $589,833,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2019, the top 5 holdings are (FND) FLOOR & DECOR HOLDINGS INC-A (29.30%), (BABA) ALIBABA GROUP HOLDING-SP ADR (22.51%), (CGNX) COGNEX CORP (16.48%), (FTCH) FARFETCH LTD-CLASS A (12.63%) and (MSFT) MICROSOFT CORP (8.16%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2019 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2019 Q1), please click on the "important" button.

Portfolio value: $589M+
Period: 2019 Q1
Number of stock: 9
Update: 15 May 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
22.51%
727,621
$182.45
53.31% $85.18
$132,754,000
-9.91% (-80,016)
-2.48%
CGNX
COGNEX CORP
16.48%
1,443,364
$50.86
20.88% $40.24
$73,409,405
-31.13% (-652,300)
-7.45%
EL
ESTEE LAUDER COMPANIES-CL A
0.46%
16,462
$165.53
55.79% $73.18
$2,725,000
+56.04% (+5,912)
+0.17%
FTCH
FARFETCH LTD-CLASS A
12.63%
2,767,848
$26.91
97.62% $0.64
$74,483,000
+30.00% (+638,795)
+2.91%
FND
FLOOR & DECOR HOLDINGS INC-A
29.30%
4,192,887
$41.22
178.38% $114.75
$172,831,000
-24.89% (-1,389,494)
-9.71%
HXL
HEXCEL CORP
4.96%
423,053
$69.16
10.03% $62.22
$29,258,000
-39.04% (-270,903)
-3.18%
MSFT
MICROSOFT CORP
8.16%
295,800
$117.94
262.88% $427.99
$34,887,000
buy
+8.16%
SPOT
SPOTIFY TECHNOLOGY SA
5.18%
220,000
$138.80
243.38% $476.61
$30,536,000
buy
+5.18%
TJX
TJX COMPANIES INC
0.32%
35,614
$53.21
137.18% $126.20
$1,895,000
buy
+0.32%
9 of 9

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.