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 Q3) SEC 13F filing(s) with portfolio value of $633,098,737.

What stocks does Robert Karr own?

In Robert Karr's portfolio as of 30 Sep 2024, the top 5 holdings are (MSFT) MICROSOFT CORP (44.29%), (UBER) UBER TECHNOLOGIES INC (14.77%), (PWR) QUANTA SERVICES INC (13.66%), (BROS) DUTCH BROS INC-CLASS A (9.71%) and (ADBE) ADOBE INC (9.46%).

To see the historical data of Joho Capital's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Joho Capital's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $633M+
Period: 2024 Q3
Number of stock: 12
Update: 14 Nov 2024
ADBE
9.46%
115,700
$517.78
5.82% $547.93
$59,907,146
-18.92% (-27,000)
-2.21%
APH
0.81%
78,480
$65.16
12.32% $73.19
$5,113,757
ANSS
0.26%
5,230
$318.63
7.89% $343.76
$1,666,435
BMBL
1.36%
1,350,000
$6.38
31.82% $8.41
$8,613,000
STZ
0.40%
9,815
$257.69
5.31% $244.01
$2,529,227
-18.98% (-2,300)
-0.09%
BROS
9.71%
1,919,514
$32.03
63.07% $52.23
$61,482,033
+40.67% (+555,000)
+2.81%
MSFT
44.29%
651,700
$430.30
4.44% $449.39
$280,426,510
NU
4.59%
2,131,000
$13.65
11.72% $12.05
$29,088,150
PG
0.63%
23,050
$173.20
0.50% $172.34
$3,992,260
PWR
13.66%
290,143
$298.15
11.11% $331.26
$86,506,135
TXRH
0.04%
1,600
$176.60
10.14% $194.51
$282,560
buy
+0.04%
UBER
14.77%
1,243,900
$75.16
18.20% $61.48
$93,491,524
12 of 12

Completely sold out

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.