Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 12 security holdings in their (2022 Q2) SEC 13F filing(s) with portfolio value of $437,529,000.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2022, the top 5 holdings are (MSFT) MICROSOFT CORP (34.68%), (BABA) ALIBABA GROUP HOLDING-SP ADR (21.42%), (LTHM) LIVENT CORP (20.43%), (EEFT) EURONET WORLDWIDE INC (12.75%) and (GPN) GLOBAL PAYMENTS INC (6.14%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2022 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2022 Q2), please click on the "important" button.

Portfolio value: $437M+
Period: 2022 Q2
Number of stock: 12
Update: 12 Aug 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
21.42%
659,656
$113.68
24.72% $85.58
$74,989,600
-20.25% (-167,512)
-5.44%
APH
AMPHENOL CORP-CL A
0.78%
105,880
$32.19
127.70% $73.29
$3,408,000
ADSK
AUTODESK INC
0.83%
21,170
$171.94
85.76% $319.39
$3,640,000
+57.16% (+7,700)
+0.30%
STZ
CONSTELLATION BRANDS INC-A
0.97%
14,298
$233.05
3.70% $241.67
$3,332,325
ECL
ECOLAB INC
0.33%
9,420
$153.72
60.63% $246.92
$1,448,000
+22.02% (+1,700)
+0.06%
EL
ESTEE LAUDER COMPANIES-CL A
0.60%
10,352
$254.64
71.34% $72.97
$2,636,000
+21.05% (+1,800)
+0.10%
EEFT
EURONET WORLDWIDE INC
12.75%
554,429
$100.59
5.98% $106.61
$55,770,000
-10.94% (-68,075)
-1.57%
GPN
GLOBAL PAYMENTS INC
6.14%
187,002
$110.64
7.18% $118.58
$20,689,900
-66.94% (-378,696)
-12.44%
LTHM
LIVENT CORP
20.43%
3,940,080
$22.69
27.24% $16.51
$89,400,000
-7.79% (-333,000)
-1.73%
MSFT
MICROSOFT CORP
34.68%
446,054
$256.83
63.06% $418.79
$114,559,925
-4.40% (-20,536)
-1.60%
PG
PROCTER & GAMBLE CO/THE
0.76%
23,050
$143.77
23.38% $177.39
$3,314,000
-17.24% (-4,800)
-0.16%
SPG
SIMON PROPERTY GROUP INC
0.30%
13,970
$94.92
89.75% $180.11
$1,326,000
12 of 12

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ADBE
ADOBE INC
1,185
-0.12%
GOOGL
ALPHABET INC-CL A
21,576
-0.77%
AMZN
AMAZONCOM INC
32,140
-1.20%
DT
DYNATRACE INC
1,466,050
-15.78%
META
META PLATFORMS INC-CLASS A
5,180
-0.26%
NOW
SERVICENOW INC
6,202
-0.79%
UBER
UBER TECHNOLOGIES INC
26,950
-0.22%

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.