Robert Karr Holdings Activity

Joho Capital Portfolio 13F

Joho Capital has disclosed a total of 11 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, bought 4 totally new, decreased the number of shares of 2 and completely sold out 3 position(s).

What stocks is Robert Karr buying now?

In the recent quarter Robert Karr has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (WIX) WIXCOM LTD (new buy), (WMT) WALMART INC (added shares +474.82%), (HUBB) HUBBELL INC (new buy), (WRD) WERIDE INC-ADR (new buy) and (SN) SHARKNINJA INC (new buy).

What does Robert Karr invest in?

Robert Karr's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (30.59%), (BROS) DUTCH BROS INC-CLASS A (19.26%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (17.22%), (AMZN) AMAZONCOM INC (14.89%) and (WIX) WIXCOM LTD (6.67%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -14.19%), (AMZN) AMAZONCOM INC (added shares +0.87%) and (WIX) WIXCOM LTD (new buy).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2021 Q3 (10 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+67.60%
+385,900
+7.68%
$148.05
-
19.05%
GPN
GLOBAL PAYMENTS INC
+31.78%
+189,693
+4.02%
$157.58
57.91% $66.32
16.67%
LTHM
LIVENT CORP
+13.13%
+496,000
+1.54%
$23.11
-
13.28%
MSFT
MICROSOFT CORP
-3.46%
-25,700
-0.97%
$281.92
47.80% $416.67
27.20%
NOW
SERVICENOW INC
-7.29%
-488
-0.04%
$622.22
81.93% $112.45
0.52%
ADBE
ADOBE INC
-8.56%
-480
-0.04%
$575.63
56.32% $251.44
0.40%
AMZN
AMAZONCOM INC
-10.80%
-3,760
-0.08%
$164.24
49.80% $246.03
0.69%
EL
ESTEE LAUDER COMPANIES-CL A
-18.10%
-1,775
-0.07%
$299.93
72.16% $83.49
0.32%
CDAY
CERIDIAN HCM HOLDING INC
-100.00%
-185,037
-2.39%
$95.92
-
0.00%
SPG
SIMON PROPERTY GROUP INC
-100.00%
-8,100
-0.14%
$130.49
61.16% $210.31
0.00%
2021 Q2 (5 results)
PTON
PELOTON INTERACTIVE INC-A
buy
+5,375
+0.09%
$124.09
95.35% $5.77
0.09%
DT
DYNATRACE INC
+50.91%
+374,000
+3.10%
$58.42
27.78% $42.19
9.20%
STZ
CONSTELLATION BRANDS INC-A
+10.83%
+1,780
+0.06%
$233.87
39.75% $140.91
0.61%
EL
ESTEE LAUDER COMPANIES-CL A
+10.10%
+900
+0.04%
$318.04
73.75% $83.49
0.44%
GPN
GLOBAL PAYMENTS INC
+0.25%
+1,500
+0.04%
$187.54
64.64% $66.32
15.91%
2021 Q1 (20 results)
APH
AMPHENOL CORP-CL A
buy
+105,880
+0.54%
$32.98
320.88% $138.81
0.54%
ADSK
AUTODESK INC
buy
+6,470
+0.28%
$277.13
17.02% $229.96
0.28%
SPG
SIMON PROPERTY GROUP INC
buy
+8,100
+0.14%
$113.83
84.76% $210.31
0.14%
CDAY
CERIDIAN HCM HOLDING INC
buy
+185,037
+2.42%
$84.27
-
2.42%
UBER
UBER TECHNOLOGIES INC
buy
+20,950
+0.18%
$54.51
29.72% $70.71
0.18%
DT
DYNATRACE INC
+5,465.15%
+721,400
+5.40%
$48.24
12.54% $42.19
5.50%
PFGC
PERFORMANCE FOOD GROUP CO
+211.02%
+26,800
+0.24%
$57.62
68.55% $97.12
0.35%
GOOGL
ALPHABET INC-CL A
+86.67%
+6,500
+0.10%
$103.14
257.30% $368.53
0.22%
GPN
GLOBAL PAYMENTS INC
+72.31%
+249,875
+7.82%
$201.58
67.10% $66.32
18.64%
ECL
ECOLAB INC
+56.91%
+2,800
+0.09%
$214.12
20.48% $257.97
0.26%
STZ
CONSTELLATION BRANDS INC-A
+53.10%
+5,700
+0.20%
$227.99
38.19% $140.91
0.58%
PG
PROCTER & GAMBLE CO/THE
+45.96%
+8,770
+0.18%
$135.44
8.20% $146.54
0.59%
EL
ESTEE LAUDER COMPANIES-CL A
+36.57%
+2,385
+0.11%
$290.89
71.30% $83.49
0.40%
NOW
SERVICENOW INC
+19.25%
+1,080
+0.08%
$500.15
77.52% $112.45
0.52%
EEFT
EURONET WORLDWIDE INC
+2.56%
+11,725
+0.25%
$138.30
51.74% $66.74
10.09%
LTHM
LIVENT CORP
+0.43%
+16,000
+0.04%
$17.32
-
10.16%
MSFT
MICROSOFT CORP
-2.54%
-19,400
-0.71%
$235.77
76.73% $416.67
27.21%
BABA
ALIBABA GROUP HOLDING-SP ADR
-24.34%
-183,700
-6.47%
$226.73
-
20.10%
FND
FLOOR & DECOR HOLDINGS INC-A
-100.00%
-34,603
-0.50%
$92.85
48.94% $47.41
0.00%
CGNX
COGNEX CORP
-100.00%
-14,112
-0.18%
$80.29
24.25% $60.82
0.00%
35 of 499

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.