Robert Karr's Portfolio

Joho Capital 13F holdings

What is Robert Karr's portfolio?

Joho Capital has disclosed a total of 16 security holdings in their (2023 Q3) SEC 13F filing(s) with portfolio value of $444,291,788.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2023, the top 5 holdings are (MSFT) MICROSOFT CORP (41.99%), (PWR) QUANTA SERVICES INC (12.10%), (UBER) UBER TECHNOLOGIES INC (10.45%), (GOOG) ALPHABET INC-CL C (7.43%) and (NXT) NEXTRACKER INC-CL A (7.40%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2023 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2023 Q3), please click on the "important" button.

Portfolio value: $444M+
Period: 2023 Q3
Number of stock: 16
Update: 14 Nov 2023
GOOG
7.43%
250,300
$131.85
27.64% $168.29
$33,002,055
+65.43% (+99,000)
+2.94%
APH
0.53%
33,040
$42.00
75.28% $73.61
$1,387,548
ADSK
0.66%
14,220
$206.91
54.77% $320.24
$2,942,260
STZ
1.03%
18,215
$251.33
3.29% $243.07
$4,577,976
BROS
1.33%
145,237
$23.25
123.66% $52.00
$3,376,776
buy
+1.33%
EL
0.38%
11,802
$144.55
49.98% $72.31
$1,705,979
INTU
5.03%
43,730
$510.94
25.97% $643.62
$22,343,406
MSFT
41.99%
327,893
$315.75
31.67% $415.76
$103,532,530
NXT
7.40%
819,169
$40.16
2.27% $41.07
$32,897,827
+1.36% (+11,000)
+0.10%
NU
1.88%
1,150,000
$7.25
91.03% $13.85
$8,337,500
PG
0.76%
12,447
$145.86
22.00% $177.95
$1,815,519
PWR
12.10%
287,343
$187.07
81.28% $339.12
$53,753,255
RIVN
2.74%
502,000
$24.28
52.18% $11.61
$12,188,560
SHLS
4.62%
590,881
$18.25
71.73% $5.16
$10,783,581
SEDG
1.65%
56,750
$129.51
89.40% $13.73
$7,349,693
-33.24% (-28,250)
-0.82%
UBER
10.45%
1,010,000
$45.99
58.14% $72.73
$46,449,900
+130.59% (+572,000)
+5.92%
16 of 16

Completely sold out

ARRY
142,734
-0.73%
CGNX
12,100
-0.15%
EEFT
274,562
-9.61%
LTHM
525,400
-4.38%

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.