Robert Karr
Joho Capital
Joho Capital 13F holdings
Robert Karr's Portfolio
- Portfolio value:
- $706.89M≈
- # of securities:
- 12
- Reported for:
- 30 Jun 2024 (Q2)
- Latest filing date:
- 14 Aug 2024
What stocks did Robert Karr own in 2024 Q2?
What was Robert Karr's 2024 Q2 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.
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 (2024 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* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Microsoft Corp
|
41.21%
|
651,700
|
$446.95
|
+3.18%($461.18)
|
$291,277,315
|
2019 Q1
|
≈ 5.50 years
|
Common Stock
|
|
|
|
|
|
Uber Technologies Inc
|
12.79%
|
1,243,900
|
$72.68
|
-3.72%($69.98)
|
$90,406,652
|
2023 Q2
|
≈ 1.25 years
|
Common Stock
|
+22.08% (+225K)
|
+2.31%
|
|
|
|
Adobe Systems Incorporated
|
11.21%
|
142,700
|
$555.54
|
-55.21%($248.85)
|
$79,275,558
|
2023 Q4
|
≈ 0.75 years
|
Common Stock
|
-17.99% (-31.3K)
|
-2.41%
|
|
|
|
Quanta Services Inc
|
10.43%
|
290,143
|
$254.09
|
+165.24%($673.94)
|
$73,722,435
|
2022 Q4
|
≈ 1.75 years
|
Common Stock
|
|
|
|
|
|
Shoals Technologies Group Inc
|
8.51%
|
9,642,545
|
$6.24
|
+40.79%($8.78)
|
$60,169,481
|
2022 Q4
|
≈ 1.75 years
|
Common Stock
|
+50.11% (+3.22M)
|
+2.84%
|
|
|
|
Dutch Bros Inc
|
7.99%
|
1,364,514
|
$41.40
|
+61.53%($66.88)
|
$56,490,880
|
2023 Q3
|
≈ 1.00 year
|
Common Stock
|
|
|
|
|
|
NU HOLDINGS LTD/CAYMAN ISL-A
|
3.89%
|
2,131,000
|
$12.89
|
+12.34%($14.48)
|
$27,468,590
|
2023 Q2
|
≈ 1.25 years
|
Common Stock
|
|
|
|
|
|
Bumble Inc
|
2.01%
|
1,350,000
|
$10.51
|
-72.98%($2.84)
|
$14,188,500
|
2024 Q1
|
≈ 0.50 years
|
Common Stock
|
+145.45% (+800K)
|
+1.19%
|
|
|
|
Amphenol Corp
|
0.75%
|
78,480
|
$67.37
|
+140.43%($161.98)
|
$5,287,198
|
2021 Q1
|
≈ 3.50 years
|
Common Stock
|
|
|
|
|
|
Procter & Gamble Company
|
0.54%
|
23,050
|
$164.92
|
-12.85%($143.73)
|
$3,801,406
|
2020 Q3
|
≈ 4.00 years
|
Common Stock
|
|
|
|
Completely sold out
4 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Nextracker Inc, CL-A
|
-571,669
|
-4.46%
|
2023 Q2
|
≈ 1.00 year
|
|
|
|
Match Group Inc
|
-186,000
|
-0.94%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Autodesk Inc
|
-6,020
|
-0.22%
|
2021 Q1
|
≈ 3.25 years
|
|
|
|
McDonalds Corp
|
-4,200
|
-0.16%
|
2023 Q4
|
≈ 0.50 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.