Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 10 security holdings in their (2020 Q3) SEC 13F filing(s) with portfolio value of $494,713,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2020, the top 5 holdings are (BABA) ALIBABA GROUP HOLDING-SP ADR (44.12%), (MSFT) MICROSOFT CORP (31.38%), (GPN) GLOBAL PAYMENTS INC (9.19%), (LTHM) LIVENT CORP (5.36%) and (EEFT) EURONET WORLDWIDE INC (5.25%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2020 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2020 Q3), please click on the "important" button.

Portfolio value: $494M+
Period: 2020 Q3
Number of stock: 10
Update: 13 Nov 2020
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
44.12%
742,471
$293.98
71.03% $85.16
$218,272,000
-3.38% (-26,000)
-1.55%
CDAY
CERIDIAN HCM HOLDING INC
3.18%
190,537
$82.65
15.89% $69.52
$15,748,000
+646.12% (+165,000)
+2.76%
EL
ESTEE LAUDER COMPANIES-CL A
0.29%
6,032
$218.18
66.48% $73.14
$1,316,275
EEFT
EURONET WORLDWIDE INC
5.25%
268,101
$91.10
16.00% $105.68
$24,424,020
buy
+5.25%
FND
FLOOR & DECOR HOLDINGS INC-A
0.52%
34,603
$74.79
52.99% $114.42
$2,588,000
-78.89% (-129,300)
-1.95%
GPN
GLOBAL PAYMENTS INC
9.19%
255,960
$177.58
33.78% $117.60
$45,453,000
+574.29% (+218,000)
+7.83%
LTHM
LIVENT CORP
5.36%
2,955,475
$8.97
84.06% $16.51
$26,511,000
+31.04% (+700,000)
+1.27%
MSFT
MICROSOFT CORP
31.38%
738,000
$210.33
101.62% $424.07
$155,224,000
PG
PROCTER & GAMBLE CO/THE
0.46%
15,060
$138.97
28.13% $178.07
$2,093,000
buy
+0.46%
SNOW
SNOWFLAKE INC-CLASS A
0.24%
4,824
$251.04
30.66% $174.08
$1,211,000
buy
+0.24%
10 of 10

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.