Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 11 security holdings in their (2019 Q2) SEC 13F filing(s) with portfolio value of $649,789,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2019, the top 5 holdings are (FND) FLOOR & DECOR HOLDINGS INC-A (25.26%), (BABA) ALIBABA GROUP HOLDING-SP ADR (19.10%), (FTCH) FARFETCH LTD-CLASS A (16.67%), (MSFT) MICROSOFT CORP (16.14%) and (CGNX) COGNEX CORP (9.34%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2019 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2019 Q2), please click on the "important" button.

Portfolio value: $649M+
Period: 2019 Q2
Number of stock: 11
Update: 14 Aug 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
19.10%
732,321
$169.45
49.73% $85.18
$124,092,000
+0.65% (+4,700)
+0.12%
CGNX
COGNEX CORP
9.34%
1,265,121
$47.98
16.13% $40.24
$60,701,000
-33.82% (-646,620)
-4.77%
EL
ESTEE LAUDER COMPANIES-CL A
0.35%
12,362
$183.14
60.04% $73.18
$2,264,000
-24.91% (-4,100)
-0.12%
FTCH
FARFETCH LTD-CLASS A
16.67%
5,206,224
$20.80
96.92% $0.64
$108,289,000
+88.10% (+2,438,376)
+7.81%
FND
FLOOR & DECOR HOLDINGS INC-A
25.26%
3,917,428
$41.90
173.87% $114.75
$164,140,000
-6.57% (-275,459)
-1.78%
GPN
GLOBAL PAYMENTS INC
5.10%
207,000
$160.13
26.65% $117.46
$33,147,000
buy
+5.10%
HXL
HEXCEL CORP
2.71%
218,053
$80.88
23.07% $62.22
$17,636,000
-48.46% (-205,000)
-2.55%
MSFT
MICROSOFT CORP
16.14%
783,000
$133.96
219.49% $427.99
$104,891,000
+91.91% (+375,000)
+7.73%
REAL
REALREAL INC/THE
0.09%
20,000
$28.90
81.70% $5.29
$578,000
buy
+0.09%
SPOT
SPOTIFY TECHNOLOGY SA
4.95%
220,000
$146.22
225.96% $476.61
$32,168,000
TJX
TJX COMPANIES INC
0.29%
35,614
$52.87
138.69% $126.20
$1,883,000
11 of 11

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.