Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 22 security holdings in their (2021 Q2) SEC 13F filing(s) with portfolio value of $703,831,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2021, the top 5 holdings are (MSFT) MICROSOFT CORP (28.61%), (BABA) ALIBABA GROUP HOLDING-SP ADR (18.39%), (GPN) GLOBAL PAYMENTS INC (15.91%), (LTHM) LIVENT CORP (10.39%) and (DT) DYNATRACE INC (9.20%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2021 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2021 Q2), please click on the "important" button.

Portfolio value: $703M+
Period: 2021 Q2
Number of stock: 22
Update: 16 Aug 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ADBE
ADOBE INC
0.47%
5,610
$585.56
11.41% $518.73
$3,285,000
BABA
ALIBABA GROUP HOLDING-SP ADR
18.39%
399,623
$226.78
62.26% $85.58
$90,626,900
GOOGL
ALPHABET INC-CL A
0.24%
14,000
$122.07
37.34% $167.65
$1,709,000
AMZN
AMAZONCOM INC
0.85%
34,800
$172.01
17.11% $201.45
$5,986,000
APH
AMPHENOL CORP-CL A
0.51%
72,527
$34.21
114.24% $73.29
$2,481,070
ADSK
AUTODESK INC
0.27%
6,470
$291.96
9.39% $319.39
$1,889,000
CDAY
CERIDIAN HCM HOLDING INC
2.52%
185,037
$95.92
27.52% $69.52
$17,749,000
STZ
CONSTELLATION BRANDS INC-A
0.61%
12,204
$233.87
3.33% $241.67
$2,854,199
+10.83% (+1,192)
+0.06%
DT
DYNATRACE INC
9.20%
1,108,600
$58.42
5.24% $55.36
$64,764,000
+50.91% (+374,000)
+3.10%
ECL
ECOLAB INC
0.23%
7,720
$205.96
19.89% $246.92
$1,590,000
EL
ESTEE LAUDER COMPANIES-CL A
0.44%
6,276
$318.04
77.06% $72.97
$1,996,160
+10.10% (+576)
+0.04%
EEFT
EURONET WORLDWIDE INC
9.04%
307,810
$135.35
21.23% $106.61
$41,661,930
GPN
GLOBAL PAYMENTS INC
15.91%
596,955
$187.54
36.77% $118.58
$111,953,000
+0.25% (+1,500)
+0.04%
LTHM
LIVENT CORP
10.39%
3,777,080
$19.36
14.72% $16.51
$73,124,000
META
META PLATFORMS INC-CLASS A
0.60%
12,230
$347.67
62.54% $565.11
$4,252,000
MSFT
MICROSOFT CORP
28.61%
743,200
$270.90
54.59% $418.79
$201,333,000
PTON
PELOTON INTERACTIVE INC-A
0.09%
3,359
$124.09
92.28% $9.58
$416,875
buy
+0.09%
PFGC
PERFORMANCE FOOD GROUP CO
0.27%
39,500
$48.48
83.08% $88.76
$1,915,000
PG
PROCTER & GAMBLE CO/THE
0.53%
27,850
$134.94
31.46% $177.39
$3,758,000
NOW
SERVICENOW INC
0.52%
4,080
$549.48
91.58% $1,052.71
$2,242,360
20 of 22

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.