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 (2024 Q2) SEC 13F filing(s) with portfolio value of $706,886,407.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Jun 2024, the top 5 holdings are (MSFT) MICROSOFT CORP (41.21%), (UBER) UBER TECHNOLOGIES INC (12.79%), (ADBE) ADOBE INC (11.21%), (PWR) QUANTA SERVICES INC (10.43%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (8.51%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2024 Q2" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2024 Q2), please click on the "important" button.

Portfolio value: $706M+
Period: 2024 Q2
Number of stock: 12
Update: 14 Aug 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ADBE
ADOBE INC
11.21%
142,700
$555.54
19.51% $447.17
$79,275,558
-17.99% (-31,300)
-2.46%
APH
AMPHENOL CORP-CL A
0.75%
78,480
$67.37
4.76% $70.58
$5,287,198
ANSS
ANSYS INC
0.24%
5,230
$321.50
5.25% $338.38
$1,681,445
BMBL
BUMBLE INC-A
2.01%
1,350,000
$10.51
26.26% $7.75
$14,188,500
+145.45% (+800,000)
+1.19%
STZ
CONSTELLATION BRANDS INC-A
0.44%
12,115
$257.28
11.52% $227.63
$3,116,947
-33.49% (-6,100)
-0.22%
BROS
DUTCH BROS INC-CLASS A
7.99%
1,364,514
$41.40
30.58% $54.06
$56,490,880
MSFT
MICROSOFT CORP
41.21%
651,700
$446.95
2.32% $436.60
$291,277,315
NU
NU HOLDINGS LTD/CAYMAN ISL-A
3.89%
2,131,000
$12.89
19.47% $10.38
$27,468,590
PG
PROCTER & GAMBLE CO/THE
0.54%
23,050
$164.92
1.90% $168.06
$3,801,406
PWR
QUANTA SERVICES INC
10.43%
290,143
$254.09
29.25% $328.41
$73,722,435
SHLS
SHOALS TECHNOLOGIES GROUP -A
8.51%
9,642,545
$6.24
17.95% $5.12
$60,169,481
+50.11% (+3,219,000)
+2.84%
UBER
UBER TECHNOLOGIES INC
12.79%
1,243,900
$72.68
16.44% $60.73
$90,406,652
+22.08% (+225,000)
+2.31%
12 of 12

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ADSK
AUTODESK INC
6,020
-0.22%
MTCH
MATCH GROUP INC
186,000
-0.95%
MCD
MCDONALD'S CORP
4,200
-0.17%
NXT
NEXTRACKER INC-CL A
571,669
-4.55%

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.