RK

Robert Karr

13F
Joho Capital
Last update 2024-11-14 12 Stocks (1 new)
Value $633.00 Mil Turnover 3 %
Countries:
Portfolio Report

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's Portfolio

Robert Karr Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TXRH
Texas Roadhouse Inc
1,600
282.56
New Holding
0.04
+0.04%
0
+4.04%
+51.17%
12165.974
Restaurants
BROS
Dutch Bros Inc
1,919,514
61482.03
+40.67%
9.71
+2.81%
1.69
+61.43%
+73.10%
6244.338
Restaurants
APH
Amphenol Corp
78,480
5113.76
0%
0.81
0%
0.01
+8.37%
+45.53%
86201.321
Hardware
ANSS
Ansys Inc
5,230
1666.44
0%
0.26
0%
0.01
+5.24%
-5.98%
29893.017
Software
BMBL
Bumble Inc
1,350,000
8613
0%
1.36
0%
1.25
+25.56%
-46.85%
855.183
Software
MSFT
Microsoft Corp
651,700
280426.51
0%
44.29
0%
0.01
+2.29%
+17.38%
3261868.071
Software
NU
Nu Holdings Ltd
2,131,000
29088.15
0%
4.59
0%
0.04
-29.90%
+24.55%
49844.385
Banks
PG
Procter & Gamble Co
23,050
3992.26
0%
0.63
0%
0
-1.93%
+18.13%
398096.253
Consumer Packaged Goods
PWR
Quanta Services Inc
290,143
86506.14
0%
13.66
0%
0.2
+10.48%
+52.80%
48776.777
Construction
UBER
Uber Technologies Inc
1,243,900
93491.52
0%
14.77
0%
0.06
-20.45%
+0.05%
129995.962
Software
ADBE
Adobe Inc
115,700
59907.15
-18.92%
9.46
-2.12%
0.03
-14.42%
-24.82%
196842.033
Software
STZ
Constellation Brands Inc
9,815
2529.23
-18.98%
0.4
-0.08%
0.01
-10.75%
-5.69%
40904.088
Beverages - Alcoholic
SHLS
Shoals Technologies Group Inc
0
0
Sold Out
0
-8.51%
0
-15.82%
-65.77%
891.006
Semiconductors
100/Page
Total 13

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