Robert Karr
Joho Capital
Joho Capital 13F holdings
Robert Karr's Portfolio
- Portfolio value:
- $437.53M~
- # of securities:
- 12 (-7)
- Reported for:
- 30 Jun 2022 (Q2)
- Latest filing date:
- 12 Aug 2022
What was Robert Karr's 2022 Q2 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.
Joho Capital's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Robert Karr's original 13F reports (2022 Q2) are the official SEC institutional disclosure documents covering all reported equity positions.
12 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Microsoft Corp
|
34.68%
|
590,800
|
$256.83
|
+87.90%($482.58)
|
$151,735,000
|
2019 Q1
|
~3.50 years
|
-4.40% (-27.2K)
|
-1%
|
|
|
|
Alibaba Group Holding Ltd
|
21.42%
|
824,571
|
$113.68
|
+5.47%($119.90)
|
$93,737,000
|
2015 Q2
|
~7.25 years
|
-20.25% (-209.39K)
|
-3.4%
|
|
|
|
Livent Corp
|
20.43%
|
3,940,080
|
$22.69
|
|
$89,400,000
|
2019 Q3
|
~3.00 years
|
-7.79% (-333K)
|
-1.08%
|
|
|
|
Euronet Worldwide Inc
|
12.75%
|
554,429
|
$100.59
|
-31.19%($69.22)
|
$55,770,000
|
2020 Q3
|
~2.00 years
|
-10.94% (-68.08K)
|
-0.98%
|
|
|
|
Global Payments Inc
|
6.14%
|
242,860
|
$110.64
|
-15.32%($93.70)
|
$26,870,000
|
2019 Q2
|
~3.25 years
|
-66.94% (-491.81K)
|
-7.77%
|
|
|
|
Constellation Brands Inc, CL-A
|
0.97%
|
18,215
|
$233.05
|
-41.84%($135.54)
|
$4,245,000
|
2020 Q4
|
~1.75 years
|
|
|
|
|
|
Autodesk Inc
|
0.83%
|
21,170
|
$171.94
|
+47.26%($253.20)
|
$3,640,000
|
2021 Q1
|
~1.50 years
|
+57.16% (+7.7K)
|
+0.3%
|
|
|
|
Amphenol Corp
|
0.78%
|
105,880
|
$32.19
|
+387.37%($156.87)
|
$3,408,000
|
2021 Q1
|
~1.50 years
|
|
|
|
|
|
Procter & Gamble Company
|
0.76%
|
23,050
|
$143.77
|
+0.91%($145.08)
|
$3,314,000
|
2020 Q3
|
~2.00 years
|
-17.24% (-4.8K)
|
-0.1%
|
|
|
|
Estee Lauder Companies Inc
|
0.60%
|
10,352
|
$254.64
|
-60.55%($100.45)
|
$2,636,000
|
2018 Q1
|
~4.50 years
|
+21.05% (+1.8K)
|
+0.1%
|
|
Completely sold out
7 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Dynatrace Holdings LLC
|
-1,466,050
|
-9.86%
|
2020 Q4
|
~1.50 years
|
|
|
|
Amazon.com Inc
|
-32,140
|
-0.75%
|
2020 Q4
|
~1.50 years
|
|
|
|
ServiceNow Inc
|
-6,202
|
-0.49%
|
2020 Q4
|
~1.50 years
|
|
|
|
Alphabet Inc, CL-A
|
-24,380
|
-0.48%
|
2020 Q4
|
~1.50 years
|
|
|
|
Meta Platforms Inc
|
-5,180
|
-0.16%
|
2020 Q4
|
~1.50 years
|
|
|
|
Uber Technologies Inc
|
-26,950
|
-0.14%
|
2021 Q1
|
~1.25 years
|
|
|
|
Adobe Systems Incorporated
|
-1,185
|
-0.08%
|
2020 Q4
|
~1.50 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".
* % of portfolio: the total can exceed 100%, e.g. when there are also options positions, which can be short.