RK
| |
Robert Karr13F | |
Joho Capital | |
Last update 2024-09-25 | 12 Stocks (0 new) |
Value $707.00 Mil | Turnover 6 % |
Robert Karr Profile
Robert Karr founded Joho Capital in 1996. He is one of the Tiger Cubs, the hedge fund managers who learned from the legendary Julian Robertson at Tiger Management. At Tiger Management, his main focus was Asian equities. Karr tends to hold a concentrated portfolio in the area of new technologies, with a low portfolio turnover rate.
Robert Karr Investing Philosophy
Karr believes in the value of a simplistic approach to investing, focusing on a small number of long-term investments in order to conduct more in-depth research on each of the portfolio holdings.
Robert Karr Portfolio and Latest Trades
Ticker |
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Ticker |
NXT |
SHLS |
UBER |
ADBE |
BMBL |
MTCH |
STZ |
ADSK |
MCD |
ADBE |
SHLS |
BROS |
NXT |
NU |
RIVN |
MTCH |
BMBL |
INTU |
ADSK |
ADBE |
GOOG |
SHLS |
INTU |
MSFT |
SEDG |
RIVN |
EL |
ANSS |
MCD |
APH |
ADSK |
NXT |
PWR |
UBER |
BROS |
EEFT |
UBER |
ALTM |
GOOG |
SEDG |
BROS |
ARRY |
CGNX |
NXT |
NXT |
ARRY |
ALTM |
UBER |
GOOG |
BROS |
SHLS |
NU |
EEFT |
SPG |
INTU |
APTV |
EL |
PWR |
BROS |
ARRY |
ALTM |
APH |
RIVN |
INTU |
ADSK |
CGNX |
APTV |
ALTM |
BABA |
PWR |
SEDG |
SHLS |
ARRY |
EEFT |
RIVN |
ECL |
GNRC |
APH |
ADSK |
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
NXT | NEXTracker Inc | 2024-06-30 | Sold Out | -4.46% | 42.25 ($49.73) 60.53 | $39.82 | -19.93% | Sold Out | 0 | -571,669 | |
SHLS | Shoals Technologies Group Inc | 2024-06-30 | Add | +2.84% | 6.24 ($7.98) 11.38 | $5.41 | -32.21% | Add 50.11% | 9,642,545 | 3,219,000 | |
UBER | Uber Technologies Inc | 2024-06-30 | Add | +2.31% | 63.52 ($69.5) 77.16 | $72.05 | 3.67% | Add 22.08% | 1,243,900 | 225,000 | |
ADBE | Adobe Inc | 2024-06-30 | Reduce | -2.19% | 439.02 ($484.22) 555.54 | $478.08 | -1.27% | Reduce -17.99% | 142,700 | -31,300 | |
BMBL | Bumble Inc | 2024-06-30 | Add | +1.19% | 9.9 ($10.89) 12.3 | $7.08 | -34.99% | Add 145.45% | 1,350,000 | 800,000 | |
MTCH | Match Group Inc | 2024-06-30 | Sold Out | -0.94% | 29.35 ($31.59) 35.91 | $36.03 | 14.06% | Sold Out | 0 | -186,000 | |
STZ | Constellation Brands Inc | 2024-06-30 | Reduce | -0.23% | 243.97 ($257.19) 268.34 | $232.34 | -9.66% | Reduce -33.49% | 12,115 | -6,100 | |
ADSK | Autodesk Inc | 2024-06-30 | Sold Out | -0.22% | 199.93 ($224.64) 259.44 | $283.80 | 26.34% | Sold Out | 0 | -6,020 | |
MCD | McDonald's Corp | 2024-06-30 | Sold Out | -0.16% | 249.37 ($265.3) 280.22 | $292.11 | 10.11% | Sold Out | 0 | -4,200 | |
ADBE | Adobe Inc | 2024-03-31 | Add | +6.35% | 492.46 ($573.19) 634.76 | $478.08 | -16.59% | Add 108.88% | 174,000 | 90,700 | |
SHLS | Shoals Technologies Group Inc | 2024-03-31 | Add | +5.25% | 11.14 ($13.75) 17.02 | $5.41 | -60.65% | Add 111.58% | 6,423,545 | 3,387,539 | |
BROS | Dutch Bros Inc | 2024-03-31 | Add | +5.07% | 25.75 ($29.51) 35.62 | $33.12 | 12.23% | Add 428.88% | 1,364,514 | 1,106,511 | |
NXT | NEXTracker Inc | 2024-03-31 | Reduce | -2.25% | 41.19 ($53.2) 60.89 | $39.82 | -25.15% | Reduce -31.67% | 571,669 | -265,000 | |
NU | Nu Holdings Ltd | 2024-03-31 | Add | +1.63% | 8.09 ($10.21) 12.25 | $15.09 | 47.80% | Add 85.3% | 2,131,000 | 981,000 | |
RIVN | Rivian Automotive Inc | 2024-03-31 | Sold Out | -1.56% | 10.07 ($14.41) 21.1 | $10.08 | -30.05% | Sold Out | 0 | -367,000 | |
MTCH | Match Group Inc | 2024-03-31 | New Buy | +0.94% | 33.29 ($36.15) 39.04 | $36.03 | -0.33% | New holding | 186,000 | 186,000 | |
BMBL | Bumble Inc | 2024-03-31 | New Buy | +0.87% | 10.49 ($12.75) 14.5 | $7.08 | -44.47% | New holding | 550,000 | 550,000 | |
INTU | Intuit Inc | 2024-03-31 | Sold Out | -0.30% | 586.82 ($638.33) 669.36 | $610.30 | -4.39% | Sold Out | 0 | -2,638 | |
ADSK | Autodesk Inc | 2024-03-31 | Reduce | -0.17% | 227.19 ($253.04) 266.68 | $283.80 | 12.16% | Reduce -39.31% | 6,020 | -3,900 | |
ADBE | Adobe Inc | 2023-12-31 | New Buy | +9.01% | 507.03 ($576.76) 633.66 | $478.08 | -17.11% | New holding | 83,300 | 83,300 | |
GOOG | Alphabet Inc | 2023-12-31 | Sold Out | -7.43% | 123.4 ($135.69) 142.82 | $172.65 | 27.24% | Sold Out | 0 | -250,300 | |
SHLS | Shoals Technologies Group Inc | 2023-12-31 | Add | +5.38% | 12.95 ($15.13) 17.62 | $5.41 | -64.24% | Add 169.75% | 3,036,006 | 1,910,518 | |
INTU | Intuit Inc | 2023-12-31 | Reduce | -4.73% | 479.45 ($551.59) 629.12 | $610.30 | 10.64% | Reduce -93.97% | 2,638 | -41,092 | |
MSFT | Microsoft Corp | 2023-12-31 | Add | +4.15% | 313.39 ($355.93) 382.7 | $406.46 | 14.20% | Add 10.31% | 651,700 | 60,900 | |
SEDG | SolarEdge Technologies Inc | 2023-12-31 | Sold Out | -1.65% | 70.33 ($91.03) 127.65 | $17.06 | -81.26% | Sold Out | 0 | -56,750 | |
RIVN | Rivian Automotive Inc | 2023-12-31 | Reduce | -0.74% | 15.33 ($18.8) 24.35 | $10.08 | -46.38% | Reduce -26.89% | 367,000 | -135,000 | |
EL | The Estee Lauder Companies Inc | 2023-12-31 | Sold Out | -0.38% | 104.51 ($132.72) 149.02 | $68.94 | -48.06% | Sold Out | 0 | -11,802 | |
ANSS | Ansys Inc | 2023-12-31 | New Buy | +0.34% | 268.79 ($296.17) 362.88 | $320.56 | 8.24% | New holding | 5,230 | 5,230 | |
MCD | McDonald's Corp | 2023-12-31 | New Buy | +0.23% | 246.19 ($272.17) 296.51 | $292.11 | 7.33% | New holding | 4,200 | 4,200 | |
APH | Amphenol Corp | 2023-12-31 | Add | +0.20% | 39.59 ($44.17) 49.75 | $67.02 | 51.73% | Add 38.95% | 78,480 | 11,000 | |
ADSK | Autodesk Inc | 2023-12-31 | Reduce | -0.20% | 195.15 ($215.94) 245.11 | $283.80 | 31.43% | Reduce -30.24% | 9,920 | -4,300 | |
NXT | NEXTracker Inc | 2023-12-31 | Add | +0.15% | 33.05 ($39.13) 49.38 | $39.82 | 1.76% | Add 2.14% | 836,669 | 17,500 | |
PWR | Quanta Services Inc | 2023-12-31 | Add | +0.11% | 159.62 ($184.77) 217.71 | $301.63 | 63.25% | Add 0.97% | 290,143 | 2,800 | |
UBER | Uber Technologies Inc | 2023-12-31 | Add | +0.10% | 40.62 ($52.31) 63.28 | $72.05 | 37.74% | Add 0.88% | 1,018,900 | 8,900 | |
BROS | Dutch Bros Inc | 2023-12-31 | Add | +0.02% | 23.14 ($27.24) 32 | $33.12 | 21.59% | Add 1.26% | 258,003 | 3,200 | |
EEFT | Euronet Worldwide Inc | 2023-09-30 | Sold Out | -8.57% | 78.58 ($92.9) 119.18 | $98.47 | 6.00% | Sold Out | 0 | -363,659 | |
UBER | Uber Technologies Inc | 2023-09-30 | Add | +5.92% | 42.11 ($45.68) 49.46 | $72.05 | 57.73% | Add 130.59% | 1,010,000 | 572,000 | |
ALTM | Livent Corp | 2023-09-30 | Sold Out | -3.91% | 7.1 ($9.51) 12 | $5.39 | -43.32% | Sold Out | 0 | -710,000 | |
GOOG | Alphabet Inc | 2023-09-30 | Add | +2.94% | 116.87 ($130.02) 138.99 | $172.65 | 32.79% | Add 65.43% | 250,300 | 99,000 | |
SEDG | SolarEdge Technologies Inc | 2023-09-30 | Reduce | -1.53% | 127.27 ($191.85) 283.85 | $17.06 | -91.11% | Reduce -33.24% | 56,750 | -28,250 | |
BROS | Dutch Bros Inc | 2023-09-30 | New Buy | +1.33% | 22.81 ($28.49) 33.58 | $33.12 | 16.25% | New holding | 254,803 | 254,803 | |
ARRY | Array Technologies Inc | 2023-09-30 | Sold Out | -0.65% | 17.75 ($21.72) 26.32 | $6.53 | -69.94% | Sold Out | 0 | -142,734 | |
CGNX | Cognex Corp | 2023-09-30 | Sold Out | -0.14% | 41.86 ($49.17) 58.93 | $40.21 | -18.22% | Sold Out | 0 | -12,100 | |
NXT | NEXTracker Inc | 2023-09-30 | Add | +0.10% | 36.48 ($40.48) 44.19 | $39.82 | -1.63% | Add 1.36% | 819,169 | 11,000 | |
NXT | NEXTracker Inc | 2023-06-30 | New Buy | +6.46% | 29.68 ($36.65) 42.58 | $39.82 | 8.65% | New holding | 808,169 | 808,169 | |
ARRY | Array Technologies Inc | 2023-06-30 | Reduce | -5.86% | 17.69 ($21.42) 24.37 | $6.53 | -69.51% | Reduce -87.94% | 142,734 | -1,040,866 | |
ALTM | Livent Corp | 2023-06-30 | New Buy | +3.91% | 8.27 ($9.95) 11.45 | $5.39 | -45.83% | New holding | 1,708,260 | 710,000 | |
UBER | Uber Technologies Inc | 2023-06-30 | New Buy | +3.80% | 29.59 ($37.08) 44.42 | $72.05 | 94.31% | New holding | 438,000 | 438,000 | |
GOOG | Alphabet Inc | 2023-06-30 | New Buy | +3.68% | 104 ($115.57) 127.91 | $172.65 | 49.39% | New holding | 151,300 | 151,300 | |
BROS | Dutch Bros Inc | 2023-06-30 | Sold Out | -2.90% | 26.02 ($29.69) 33.16 | $33.12 | 11.55% | Sold Out | 0 | -356,803 | |
SHLS | Shoals Technologies Group Inc | 2023-06-30 | Add | +2.00% | 18.12 ($23.12) 25.8 | $5.41 | -76.60% | Add 53.03% | 1,125,488 | 390,000 | |
NU | Nu Holdings Ltd | 2023-06-30 | New Buy | +1.82% | 4.42 ($6.12) 7.89 | $15.09 | 146.57% | New holding | 1,150,000 | 1,150,000 | |
EEFT | Euronet Worldwide Inc | 2023-06-30 | Reduce | -1.44% | 105.96 ($111.8) 120.9 | $98.47 | -11.92% | Reduce -12.09% | 363,659 | -50,000 | |
SPG | Simon Property Group Inc | 2023-06-30 | Sold Out | -0.40% | 101.25 ($108.97) 115.48 | $169.12 | 55.20% | Sold Out | 0 | -13,970 | |
INTU | Intuit Inc | 2023-06-30 | Add | +0.19% | 406.09 ($438.05) 459.63 | $610.30 | 39.32% | Add 4.87% | 43,730 | 2,030 | |
APTV | Aptiv PLC | 2023-06-30 | Sold Out | -0.14% | 88.08 ($99.1) 112.19 | $56.83 | -42.65% | Sold Out | 0 | -4,800 | |
EL | The Estee Lauder Companies Inc | 2023-06-30 | Add | +0.06% | 176.53 ($212.7) 258.48 | $68.94 | -67.59% | Add 14.01% | 11,802 | 1,450 | |
PWR | Quanta Services Inc | 2023-03-31 | Add | +5.07% | 135.57 ($153.75) 166.64 | $301.63 | 96.18% | Add 69.83% | 287,343 | 118,150 | |
BROS | Dutch Bros Inc | 2023-03-31 | New Buy | +2.90% | 27.16 ($33.85) 40.83 | $33.12 | -2.16% | New holding | 356,803 | 356,803 | |
ARRY | Array Technologies Inc | 2023-03-31 | Add | +2.58% | 17.07 ($20.46) 24.04 | $6.53 | -68.08% | Add 63.26% | 1,183,600 | 458,600 | |
ALTM | Livent Corp | 2023-03-31 | Sold Out | -0.54% | 7.88 ($9.61) 11.38 | $5.39 | -43.91% | Sold Out | 0 | -84,080 | |
APH | Amphenol Corp | 2023-03-31 | Reduce | -0.39% | 38.02 ($39.49) 41.05 | $67.02 | 69.71% | Reduce -36.02% | 56,480 | -15,900 | |
RIVN | Rivian Automotive Inc | 2023-03-31 | Reduce | -0.39% | 12.96 ($16.89) 21.15 | $10.08 | -40.32% | Reduce -11.59% | 502,000 | -65,800 | |
INTU | Intuit Inc | 2023-03-31 | Reduce | -0.30% | 375.62 ($410.51) 452.16 | $610.30 | 48.67% | Reduce -5.44% | 41,700 | -2,400 | |
ADSK | Autodesk Inc | 2023-03-31 | Reduce | -0.23% | 182.07 ($205.89) 229.28 | $283.80 | 37.84% | Reduce -21.31% | 14,220 | -3,850 | |
CGNX | Cognex Corp | 2023-03-31 | New Buy | +0.15% | 46.82 ($50.61) 57.04 | $40.21 | -20.55% | New holding | 12,100 | 12,100 | |
APTV | Aptiv PLC | 2023-03-31 | New Buy | +0.14% | 92.95 ($110.38) 123.07 | $56.83 | -48.51% | New holding | 4,800 | 4,800 | |
ALTM | Livent Corp | 2022-12-31 | Reduce | -24.81% | 8.11 ($11.37) 13.97 | $5.39 | -52.59% | Reduce -97.18% | 202,296 | -2,894,500 | |
BABA | Alibaba Group Holding Ltd | 2022-12-31 | Sold Out | -10.73% | 63.15 ($78.85) 94.17 | $97.98 | 24.26% | Sold Out | 0 | -479,571 | |
PWR | Quanta Services Inc | 2022-12-31 | New Buy | +7.80% | 123.41 ($142) 153.07 | $301.63 | 112.42% | New holding | 169,193 | 169,193 | |
SEDG | SolarEdge Technologies Inc | 2022-12-31 | New Buy | +7.79% | 193.39 ($265.36) 335.61 | $17.06 | -93.57% | New holding | 85,000 | 85,000 | |
SHLS | Shoals Technologies Group Inc | 2022-12-31 | New Buy | +5.87% | 19.43 ($24.14) 31.16 | $5.41 | -77.59% | New holding | 735,488 | 735,488 | |
ARRY | Array Technologies Inc | 2022-12-31 | New Buy | +4.53% | 14.61 ($19) 23.55 | $6.53 | -65.63% | New holding | 725,000 | 725,000 | |
EEFT | Euronet Worldwide Inc | 2022-12-31 | Reduce | -4.04% | 73.77 ($86.58) 96.6 | $98.47 | 13.73% | Reduce -31.53% | 413,659 | -190,531 | |
RIVN | Rivian Automotive Inc | 2022-12-31 | Add | +2.04% | 17.74 ($29.44) 36.76 | $10.08 | -65.76% | Add 151.46% | 567,800 | 342,000 | |
ECL | Ecolab Inc | 2022-12-31 | Sold Out | -0.38% | 131.35 ($146.92) 157.77 | $245.73 | 67.25% | Sold Out | 0 | -9,420 | |
GNRC | Generac Holdings Inc | 2022-12-31 | Sold Out | -0.19% | 89.79 ($113.16) 185.31 | $165.55 | 46.30% | Sold Out | 0 | -3,830 | |
APH | Amphenol Corp | 2022-12-31 | Reduce | -0.16% | 33.53 ($37.84) 40.99 | $67.02 | 77.11% | Reduce -16.62% | 88,280 | -8,800 | |
ADSK | Autodesk Inc | 2022-12-31 | Reduce | -0.16% | 181.9 ($200.68) 232.3 | $283.80 | 41.42% | Reduce -14.64% | 18,070 | -3,100 |
Total 79
Robert Karr News
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