Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 19 security holdings in their (2022 Q1) SEC 13F filing(s) with portfolio value of $700,626,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2022, the top 5 holdings are (MSFT) MICROSOFT CORP (27.20%), (BABA) ALIBABA GROUP HOLDING-SP ADR (16.06%), (LTHM) LIVENT CORP (15.90%), (GPN) GLOBAL PAYMENTS INC (14.35%) and (EEFT) EURONET WORLDWIDE INC (11.56%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2022 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2022 Q1), please click on the "important" button.

Portfolio value: $700M+
Period: 2022 Q1
Number of stock: 19
Update: 16 May 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ADBE
ADOBE INC
0.08%
1,185
$455.70
13.83% $518.73
$540,000
-55.70% (-1,490)
-0.10%
BABA
ALIBABA GROUP HOLDING-SP ADR
16.06%
1,033,961
$108.80
21.34% $85.58
$112,495,000
+7.95% (+76,170)
+1.18%
GOOGL
ALPHABET INC-CL A
0.48%
24,380
$139.05
20.57% $167.65
$3,390,000
+33.22% (+6,080)
+0.12%
AMZN
AMAZONCOM INC
0.75%
32,140
$163.01
23.58% $201.45
$5,239,000
APH
AMPHENOL CORP-CL A
0.57%
105,880
$37.67
94.53% $73.29
$3,989,000
ADSK
AUTODESK INC
0.41%
13,470
$214.33
49.02% $319.39
$2,887,000
+40.75% (+3,900)
+0.12%
STZ
CONSTELLATION BRANDS INC-A
0.60%
18,215
$230.30
4.93% $241.67
$4,195,000
DT
DYNATRACE INC
9.86%
1,466,050
$47.10
17.54% $55.36
$69,051,000
+31.66% (+352,500)
+2.37%
ECL
ECOLAB INC
0.19%
7,720
$176.55
39.85% $246.92
$1,363,000
EL
ESTEE LAUDER COMPANIES-CL A
0.33%
8,552
$272.33
73.21% $72.97
$2,329,000
+6.47% (+520)
+0.02%
EEFT
EURONET WORLDWIDE INC
11.56%
622,504
$130.15
18.09% $106.61
$81,019,000
-8.17% (-55,350)
-1.03%
GPN
GLOBAL PAYMENTS INC
14.35%
734,673
$136.84
13.34% $118.58
$100,533,000
-6.96% (-54,975)
-1.07%
LTHM
LIVENT CORP
15.90%
4,273,080
$26.07
36.67% $16.51
$111,399,000
META
META PLATFORMS INC-CLASS A
0.16%
5,180
$222.39
154.10% $565.11
$1,152,000
-57.65% (-7,050)
-0.22%
MSFT
MICROSOFT CORP
27.20%
618,000
$308.31
35.83% $418.79
$190,536,000
PG
PROCTER & GAMBLE CO/THE
0.61%
27,850
$152.78
16.11% $177.39
$4,255,000
NOW
SERVICENOW INC
0.49%
6,202
$556.92
89.02% $1,052.71
$3,454,000
SPG
SIMON PROPERTY GROUP INC
0.26%
13,970
$131.57
36.90% $180.11
$1,838,000
+41.11% (+4,070)
+0.08%
UBER
UBER TECHNOLOGIES INC
0.14%
26,950
$35.70
105.68% $73.42
$962,000
19 of 19

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
FIS
FIDELITY NATIONAL INFO SERV
5,600
-0.09%

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.