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
SPG
SIMON PROPERTY GROUP INC
0.15%
8,100
$130.49
38.02% $180.11
$1,057,000
UBER
UBER TECHNOLOGIES INC
0.15%
20,950
$50.12
46.49% $73.42
$1,050,000
2 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.