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
UBER
UBER TECHNOLOGIES INC
0.14%
26,950
$35.70
92.10% $68.57
$962,000
STZ
CONSTELLATION BRANDS INC-A
0.60%
18,215
$230.30
10.32% $254.08
$4,195,000
SPG
SIMON PROPERTY GROUP INC
0.26%
11,315
$131.57
7.44% $141.36
$1,488,780
+41.11% (+3,296)
+0.08%
PG
PROCTER & GAMBLE CO/THE
0.61%
27,850
$152.78
7.24% $163.84
$4,255,000
NOW
SERVICENOW INC
0.49%
6,202
$556.92
24.92% $695.72
$3,454,000
MSFT
MICROSOFT CORP
27.20%
509,850
$308.31
29.04% $397.84
$157,192,200
META
META PLATFORMS INC-CLASS A
0.16%
5,180
$222.39
98.60% $441.68
$1,152,000
-57.65% (-7,050)
-0.22%
LTHM
LIVENT CORP
15.90%
4,273,080
$26.07
36.67% $16.51
$111,399,000
GPN
GLOBAL PAYMENTS INC
14.35%
734,673
$136.84
19.22% $110.54
$100,533,000
-6.96% (-54,975)
-1.07%
GOOGL
ALPHABET INC-CL A
0.48%
21,576
$139.05
19.83% $166.62
$3,000,150
+33.22% (+5,380)
+0.12%
EL
ESTEE LAUDER COMPANIES-CL A
0.33%
7,183
$272.33
50.45% $134.94
$1,956,360
+6.47% (+436)
+0.02%
EEFT
EURONET WORLDWIDE INC
11.56%
622,504
$130.15
17.73% $107.08
$81,019,000
-8.17% (-55,350)
-1.03%
ECL
ECOLAB INC
0.19%
6,600
$176.55
28.44% $226.76
$1,165,365
DT
DYNATRACE INC
9.86%
1,466,050
$47.10
2.68% $45.84
$69,051,000
+31.66% (+352,500)
+2.37%
BABA
ALIBABA GROUP HOLDING-SP ADR
16.06%
1,033,961
$108.80
26.17% $80.33
$112,495,000
+7.95% (+76,170)
+1.18%
APH
AMPHENOL CORP-CL A
0.57%
52,940
$75.35
60.59% $121.00
$3,989,000
AMZN
AMAZONCOM INC
0.75%
32,140
$163.01
13.32% $184.72
$5,239,000
ADSK
AUTODESK INC
0.41%
11,718
$214.33
2.04% $209.95
$2,511,690
+40.75% (+3,393)
+0.12%
ADBE
ADOBE INC
0.08%
1,185
$455.70
4.58% $476.57
$540,000
-55.70% (-1,490)
-0.10%
19 of 19

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
FIS
FIDELITY NATIONAL INFO SERV
5,292
-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.