Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 20 security holdings in their (2021 Q4) SEC 13F filing(s) with portfolio value of $722,749,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Dec 2021, the top 5 holdings are (MSFT) MICROSOFT CORP (28.76%), (BABA) ALIBABA GROUP HOLDING-SP ADR (15.74%), (GPN) GLOBAL PAYMENTS INC (14.77%), (LTHM) LIVENT CORP (14.41%) and (EEFT) EURONET WORLDWIDE INC (11.18%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2021 Q4" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2021 Q4), please click on the "important" button.

Portfolio value: $722M+

Period: 2021 Q4

Number of stock: 20

Update: 14 Feb 2022

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

FIS

FIDELITY NATIONAL INFO SERV

0.08%

5,600

$109.11

28.18% $78.36

$611,000

buy

+0.08%

SPG

SIMON PROPERTY GROUP INC

0.22%

9,900

$159.80

6.89% $148.79

$1,582,000

buy

+0.22%

ADSK

AUTODESK INC

0.37%

9,570

$281.19

21.33% $221.21

$2,691,000

+47.91% (+3,100)

+0.12%

ADBE

ADOBE INC

0.21%

2,675

$567.10

14.75% $483.43

$1,517,000

-47.86% (-2,455)

-0.19%

EEFT

EURONET WORLDWIDE INC

11.18%

677,854

$119.17

3.09% $115.49

$80,780,000

+44.24% (+207,915)

+3.43%

GOOGL

ALPHABET INC-CL A

0.37%

18,300

$144.86

21.54% $176.06

$2,651,000

+30.71% (+4,300)

+0.09%

UBER

UBER TECHNOLOGIES INC

0.16%

26,950

$41.93

56.62% $65.67

$1,130,000

+28.64% (+6,000)

+0.03%

MSFT

MICROSOFT CORP

28.76%

618,000

$336.32

24.94% $420.21

$207,846,000

-13.87% (-99,500)

-4.63%

AMZN

AMAZONCOM INC

0.74%

32,140

$166.71

10.79% $184.70

$5,358,000

+3.54% (+1,100)

+0.03%

DYNATRACE INC

9.30%

1,113,550

$60.35

20.30% $48.10

$67,203,000

+0.45% (+4,950)

+0.04%

GPN

GLOBAL PAYMENTS INC

14.77%

789,648

$135.18

19.25% $109.16

$106,745,000

+0.38% (+3,000)

+0.06%

BABA

ALIBABA GROUP HOLDING-SP ADR

15.74%

957,791

$118.79

25.47% $88.54

$113,776,000

+0.10% (+1,000)

+0.02%

APH

AMPHENOL CORP-CL A

0.64%

52,940

$87.46

50.83% $131.91

$4,630,000

STZ

CONSTELLATION BRANDS INC-A

0.63%

18,215

$250.95

1.79% $255.43

$4,571,000

ECL

ECOLAB INC

0.25%

7,720

$234.59

0.39% $233.66

$1,811,000

ESTEE LAUDER COMPANIES-CL A

0.41%

8,032

$370.14

63.60% $134.75

$2,973,000

LTHM

LIVENT CORP

14.41%

4,273,080

$24.38

32.28% $16.51

$104,178,000

Completely sold out

History

Ticker

Stock

Sold
Shares*

% change to
Portfolio

PTON

PELOTON INTERACTIVE INC-A

5,375

-0.06%

PFGC

PERFORMANCE FOOD GROUP CO

39,500

-0.25%

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.