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 (2023 Q2) SEC 13F filing(s) with portfolio value of $497,802,856.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2023, the top 5 holdings are (MSFT) MICROSOFT CORP (40.42%), (PWR) QUANTA SERVICES INC (11.34%), (EEFT) EURONET WORLDWIDE INC (8.57%), (NXT) NEXTRACKER INC-CL A (6.46%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (5.78%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2023 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2023 Q2), please click on the "important" button.

Portfolio value: $497M+
Period: 2023 Q2
Number of stock: 19
Update: 14 Aug 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
3.68%
151,300
$120.97
39.63% $168.91
$18,302,761
buy
+3.68%
APH
AMPHENOL CORP-CL A
0.48%
56,480
$42.48
72.93% $73.45
$2,398,988
ARRY
ARRAY TECHNOLOGIES INC
0.65%
142,734
$22.60
68.89% $7.03
$3,225,788
-87.94% (-1,040,866)
-4.73%
ADSK
AUTODESK INC
0.58%
14,220
$204.61
56.56% $320.34
$2,909,554
CGNX
COGNEX CORP
0.14%
12,100
$56.02
25.33% $41.83
$677,842
STZ
CONSTELLATION BRANDS INC-A
0.90%
18,215
$246.13
1.42% $242.64
$4,483,258
EL
ESTEE LAUDER COMPANIES-CL A
0.47%
11,802
$196.38
62.80% $73.05
$2,317,677
+14.01% (+1,450)
+0.06%
EEFT
EURONET WORLDWIDE INC
8.57%
363,659
$117.37
8.67% $107.19
$42,682,657
-12.09% (-50,000)
-1.18%
INTU
INTUIT INC
4.03%
43,730
$458.19
39.20% $637.80
$20,036,649
+4.87% (+2,030)
+0.19%
LTHM
LIVENT CORP
3.91%
710,000
$27.43
39.81% $16.51
$19,475,300
buy
+3.91%
MSFT
MICROSOFT CORP
40.42%
590,800
$340.54
22.20% $416.13
$201,191,032
NXT
NEXTRACKER INC-CL A
6.46%
808,169
$39.81
2.31% $40.73
$32,173,208
buy
+6.46%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
1.82%
1,150,000
$7.89
76.17% $13.90
$9,073,500
buy
+1.82%
PG
PROCTER & GAMBLE CO/THE
0.70%
23,050
$151.74
17.52% $178.33
$3,497,607
PWR
QUANTA SERVICES INC
11.34%
287,343
$196.45
73.86% $341.55
$56,448,532
RIVN
RIVIAN AUTOMOTIVE INC-A
1.68%
502,000
$16.66
31.45% $11.42
$8,363,320
SHLS
SHOALS TECHNOLOGIES GROUP -A
5.78%
1,125,488
$25.56
79.50% $5.24
$28,767,473
+53.03% (+390,000)
+2.00%
SEDG
SOLAREDGE TECHNOLOGIES INC
4.59%
85,000
$269.05
94.77% $14.07
$22,869,250
UBER
UBER TECHNOLOGIES INC
3.80%
438,000
$43.17
70.05% $73.41
$18,908,460
buy
+3.80%
19 of 19

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
APTV
APTIV PLC
4,800
-0.11%
BROS
DUTCH BROS INC-CLASS A
356,803
-2.27%
SPG
SIMON PROPERTY GROUP INC
13,970
-0.31%

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.