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 (2024 Q1) SEC 13F filing(s) with portfolio value of $721,017,176.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 31 Mar 2024, the top 5 holdings are (MSFT) MICROSOFT CORP (38.03%), (ADBE) ADOBE INC (12.18%), (UBER) UBER TECHNOLOGIES INC (10.88%), (PWR) QUANTA SERVICES INC (10.45%) and (SHLS) SHOALS TECHNOLOGIES GROUP -A (9.96%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $721M+
Period: 2024 Q1
Number of stock: 16
Update: 15 May 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
APH
AMPHENOL CORP-CL A
0.63%
39,240
$115.35
13.76% $131.22
$4,526,334
ANSS
ANSYS INC
0.25%
5,230
$347.16
4.55% $331.38
$1,815,647
STZ
CONSTELLATION BRANDS INC-A
0.69%
18,215
$271.76
7.07% $252.54
$4,950,108
MCD
MCDONALD'S CORP
0.16%
4,200
$281.95
3.25% $272.80
$1,184,190
MSFT
MICROSOFT CORP
38.03%
651,700
$420.72
0.29% $421.94
$274,183,224
PG
PROCTER & GAMBLE CO/THE
0.52%
23,050
$162.25
2.31% $166.00
$3,739,863
PWR
QUANTA SERVICES INC
10.45%
290,143
$259.80
4.34% $271.07
$75,379,151
UBER
UBER TECHNOLOGIES INC
10.88%
1,018,900
$76.99
14.00% $66.21
$78,445,111
NXT
NEXTRACKER INC-CL A
4.46%
571,669
$56.27
16.24% $47.13
$32,167,815
-31.67% (-265,000)
-2.07%
ADSK
AUTODESK INC
0.22%
6,020
$260.42
15.61% $219.78
$1,567,728
-39.31% (-3,900)
-0.14%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
3.53%
2,131,000
$11.93
0.92% $12.04
$25,422,830
+85.30% (+981,000)
+1.62%
ADBE
ADOBE INC
12.18%
174,000
$504.60
3.77% $485.58
$87,800,400
+108.88% (+90,700)
+6.35%
SHLS
SHOALS TECHNOLOGIES GROUP -A
9.96%
6,423,545
$11.18
37.03% $7.04
$71,815,233
+111.58% (+3,387,539)
+5.25%
BROS
DUTCH BROS INC-CLASS A
6.25%
1,364,514
$33.00
14.94% $37.93
$45,028,962
+428.88% (+1,106,511)
+5.06%
BMBL
BUMBLE INC-A
0.87%
550,000
$11.35
4.05% $11.81
$6,242,500
buy
+0.87%
MTCH
MATCH GROUP INC
0.94%
186,000
$36.28
12.07% $31.90
$6,748,080
buy
+0.94%
16 of 16

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
RIVN
RIVIAN AUTOMOTIVE INC-A
367,000
-1.19%
INTU
INTUIT INC
2,638
-0.23%

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.