RK
	Robert Karr 13F
	Joho Capital

	Last update 2024-11-14	12 Stocks (1 new)
	Value $633.00 Mil	Turnover 3 %
	Countries: Top Holdings: MSFT(44.29%)UBER(14.77%)PWR(13.66%)BROS(9.71%)ADBE(9.46%) 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 Portfolio and Latest Trades

Ticker
Ticker
ALTM
BABA
ADBE
EEFT
SHLS
PWR
SEDG
GOOG
NXT
ADBE
UBER
SHLS
ARRY
SHLS
SHLS
PWR
BROS
INTU
ARRY
NXT
MSFT
EEFT
ALTM
ALTM
UBER
GOOG
GOOG
BROS
BROS
SHLS
BROS
ARRY
UBER
NXT
ADBE
ADBE
RIVN
SHLS
NU
SEDG
NU
RIVN
SEDG
EEFT
BROS
BMBL
MTCH
MTCH
BMBL
RIVN
ARRY
ALTM
SPG
APH
RIVN
EL
ECL
ANSS
INTU
INTU
ADSK
STZ
MCD
ADSK
ADSK
APH
GNRC
INTU
ADSK
APH
MCD
ADSK
NXT
CGNX
CGNX
APTV
APTV
PWR
UBER
NXT
STZ
EL
TXRH
BROS

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
ALTM	Livent Corp	2022-12-31	Reduce	-24.81%	● 8.11 ($11.37) 13.97	$5.22	-54.05%	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	$85.72	8.71%	Sold Out	0	-479,571
ADBE	Adobe Inc	2023-12-31	New Buy	+9.01%	● 507.03 ($576.76) 633.66	$448.36	-22.26%	New holding	83,300	83,300
EEFT	Euronet Worldwide Inc	2023-09-30	Sold Out	-8.57%	● 78.58 ($92.9) 119.18	$105.91	14.00%	Sold Out	0	-363,659
SHLS	Shoals Technologies Group Inc	2024-09-30	Sold Out	-8.51%	● 5.1 ($5.98) 7.06	$5.35	-10.54%	Sold Out	0	-9,642,545
PWR	Quanta Services Inc	2022-12-31	New Buy	+7.80%	● 123.41 ($142) 153.07	$329.56	132.08%	New holding	169,193	169,193
SEDG	SolarEdge Technologies Inc	2022-12-31	New Buy	+7.79%	● 193.39 ($265.36) 335.61	$15.00	-94.35%	New holding	85,000	85,000
GOOG	Alphabet Inc	2023-12-31	Sold Out	-7.43%	● 123.4 ($135.69) 142.82	$196.81	45.04%	Sold Out	0	-250,300
NXT	NEXTracker Inc	2023-06-30	New Buy	+6.46%	● 29.68 ($36.65) 42.58	$36.68	0.08%	New holding	808,169	808,169
ADBE	Adobe Inc	2024-03-31	Add	+6.35%	● 492.46 ($573.19) 634.76	$448.36	-21.78%	Add 108.88%	174,000	90,700
UBER	Uber Technologies Inc	2023-09-30	Add	+5.92%	● 42.11 ($45.68) 49.46	$61.60	34.85%	Add 130.59%	1,010,000	572,000
SHLS	Shoals Technologies Group Inc	2022-12-31	New Buy	+5.87%	● 19.43 ($24.14) 31.16	$5.35	-77.84%	New holding	735,488	735,488
ARRY	Array Technologies Inc	2023-06-30	Reduce	-5.86%	● 17.69 ($21.42) 24.37	$5.95	-72.25%	Reduce -87.94%	142,734	-1,040,866
SHLS	Shoals Technologies Group Inc	2023-12-31	Add	+5.38%	● 12.95 ($15.13) 17.62	$5.35	-64.64%	Add 169.75%	3,036,006	1,910,518
SHLS	Shoals Technologies Group Inc	2024-03-31	Add	+5.25%	● 11.14 ($13.75) 17.02	$5.35	-61.09%	Add 111.58%	6,423,545	3,387,539
PWR	Quanta Services Inc	2023-03-31	Add	+5.07%	● 135.57 ($153.75) 166.64	$329.56	114.35%	Add 69.83%	287,343	118,150
BROS	Dutch Bros Inc	2024-03-31	Add	+5.07%	● 25.75 ($29.51) 35.62	$55.05	86.53%	Add 428.88%	1,364,514	1,106,511
INTU	Intuit Inc	2023-12-31	Reduce	-4.73%	● 479.45 ($551.59) 629.12	$643.25	16.62%	Reduce -93.97%	2,638	-41,092
ARRY	Array Technologies Inc	2022-12-31	New Buy	+4.53%	● 14.61 ($19) 23.55	$5.95	-68.71%	New holding	725,000	725,000
NXT	NEXTracker Inc	2024-06-30	Sold Out	-4.46%	● 42.25 ($49.73) 60.53	$36.68	-26.24%	Sold Out	0	-571,669
MSFT	Microsoft Corp	2023-12-31	Add	+4.15%	● 313.39 ($355.93) 382.7	$437.92	23.04%	Add 10.31%	651,700	60,900
EEFT	Euronet Worldwide Inc	2022-12-31	Reduce	-4.04%	● 73.77 ($86.58) 96.6	$105.91	22.33%	Reduce -31.53%	413,659	-190,531
ALTM	Livent Corp	2023-09-30	Sold Out	-3.91%	● 7.1 ($9.51) 12	$5.22	-45.06%	Sold Out	0	-710,000
ALTM	Livent Corp	2023-06-30	New Buy	+3.91%	● 8.27 ($9.95) 11.45	$5.22	-47.49%	New holding	1,708,260	710,000
UBER	Uber Technologies Inc	2023-06-30	New Buy	+3.80%	● 29.59 ($37.08) 44.42	$61.60	66.13%	New holding	438,000	438,000
GOOG	Alphabet Inc	2023-06-30	New Buy	+3.68%	● 104 ($115.57) 127.91	$196.81	70.29%	New holding	151,300	151,300
GOOG	Alphabet Inc	2023-09-30	Add	+2.94%	● 116.87 ($130.02) 138.99	$196.81	51.37%	Add 65.43%	250,300	99,000
BROS	Dutch Bros Inc	2023-06-30	Sold Out	-2.90%	● 26.02 ($29.69) 33.16	$55.05	85.40%	Sold Out	0	-356,803
BROS	Dutch Bros Inc	2023-03-31	New Buy	+2.90%	● 27.16 ($33.85) 40.83	$55.05	62.62%	New holding	356,803	356,803
SHLS	Shoals Technologies Group Inc	2024-06-30	Add	+2.84%	● 6.24 ($7.98) 11.38	$5.35	-32.96%	Add 50.11%	9,642,545	3,219,000
BROS	Dutch Bros Inc	2024-09-30	Add	+2.81%	● 29.1 ($35.25) 42.81	$55.05	56.16%	Add 40.67%	1,919,514	555,000
ARRY	Array Technologies Inc	2023-03-31	Add	+2.58%	● 17.07 ($20.46) 24.04	$5.95	-70.94%	Add 63.26%	1,183,600	458,600
UBER	Uber Technologies Inc	2024-06-30	Add	+2.31%	● 63.52 ($69.5) 77.16	$61.60	-11.37%	Add 22.08%	1,243,900	225,000
NXT	NEXTracker Inc	2024-03-31	Reduce	-2.25%	● 41.19 ($53.2) 60.89	$36.68	-31.05%	Reduce -31.67%	571,669	-265,000
ADBE	Adobe Inc	2024-06-30	Reduce	-2.19%	● 439.02 ($484.22) 555.54	$448.36	-7.41%	Reduce -17.99%	142,700	-31,300
ADBE	Adobe Inc	2024-09-30	Reduce	-2.12%	● 508.13 ($548.46) 586.55	$448.36	-18.25%	Reduce -18.92%	115,700	-27,000
RIVN	Rivian Automotive Inc	2022-12-31	Add	+2.04%	● 17.74 ($29.44) 36.76	$14.16	-51.89%	Add 151.46%	567,800	342,000
SHLS	Shoals Technologies Group Inc	2023-06-30	Add	+2.00%	● 18.12 ($23.12) 25.8	$5.35	-76.86%	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	$10.37	69.36%	New holding	1,150,000	1,150,000
SEDG	SolarEdge Technologies Inc	2023-12-31	Sold Out	-1.65%	● 70.33 ($91.03) 127.65	$15.00	-83.52%	Sold Out	0	-56,750
NU	Nu Holdings Ltd	2024-03-31	Add	+1.63%	● 8.09 ($10.21) 12.25	$10.37	1.52%	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	$14.16	-1.70%	Sold Out	0	-367,000
SEDG	SolarEdge Technologies Inc	2023-09-30	Reduce	-1.53%	● 127.27 ($191.85) 283.85	$15.00	-92.18%	Reduce -33.24%	56,750	-28,250
EEFT	Euronet Worldwide Inc	2023-06-30	Reduce	-1.44%	● 105.96 ($111.8) 120.9	$105.91	-5.27%	Reduce -12.09%	363,659	-50,000
BROS	Dutch Bros Inc	2023-09-30	New Buy	+1.33%	● 22.81 ($28.49) 33.58	$55.05	93.21%	New holding	254,803	254,803
BMBL	Bumble Inc	2024-06-30	Add	+1.19%	● 9.9 ($10.89) 12.3	$7.88	-27.59%	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	$33.18	5.03%	Sold Out	0	-186,000
MTCH	Match Group Inc	2024-03-31	New Buy	+0.94%	● 33.29 ($36.15) 39.04	$33.18	-8.22%	New holding	186,000	186,000
BMBL	Bumble Inc	2024-03-31	New Buy	+0.87%	● 10.49 ($12.75) 14.5	$7.88	-38.16%	New holding	550,000	550,000
RIVN	Rivian Automotive Inc	2023-12-31	Reduce	-0.74%	● 15.33 ($18.8) 24.35	$14.16	-24.65%	Reduce -26.89%	367,000	-135,000
ARRY	Array Technologies Inc	2023-09-30	Sold Out	-0.65%	● 17.75 ($21.72) 26.32	$5.95	-72.63%	Sold Out	0	-142,734
ALTM	Livent Corp	2023-03-31	Sold Out	-0.54%	● 7.88 ($9.61) 11.38	$5.22	-45.63%	Sold Out	0	-84,080
SPG	Simon Property Group Inc	2023-06-30	Sold Out	-0.40%	● 101.25 ($108.97) 115.48	$172.38	58.19%	Sold Out	0	-13,970
APH	Amphenol Corp	2023-03-31	Reduce	-0.39%	● 38.02 ($39.49) 41.05	$71.52	81.11%	Reduce -36.02%	56,480	-15,900
RIVN	Rivian Automotive Inc	2023-03-31	Reduce	-0.39%	● 12.96 ($16.89) 21.15	$14.16	-16.13%	Reduce -11.59%	502,000	-65,800
EL	The Estee Lauder Companies Inc	2023-12-31	Sold Out	-0.38%	● 104.51 ($132.72) 149.02	$74.80	-43.64%	Sold Out	0	-11,802
ECL	Ecolab Inc	2022-12-31	Sold Out	-0.38%	● 131.35 ($146.92) 157.77	$239.88	63.27%	Sold Out	0	-9,420
ANSS	Ansys Inc	2023-12-31	New Buy	+0.34%	● 268.79 ($296.17) 362.88	$341.25	15.22%	New holding	5,230	5,230
INTU	Intuit Inc	2024-03-31	Sold Out	-0.30%	● 586.82 ($638.33) 669.36	$643.25	0.77%	Sold Out	0	-2,638
INTU	Intuit Inc	2023-03-31	Reduce	-0.30%	● 375.62 ($410.51) 452.16	$643.25	56.70%	Reduce -5.44%	41,700	-2,400
ADSK	Autodesk Inc	2023-03-31	Reduce	-0.23%	● 182.07 ($205.89) 229.28	$300.12	45.76%	Reduce -21.31%	14,220	-3,850
STZ	Constellation Brands Inc	2024-06-30	Reduce	-0.23%	● 243.97 ($257.19) 268.34	$224.19	-12.83%	Reduce -33.49%	12,115	-6,100
MCD	McDonald's Corp	2023-12-31	New Buy	+0.23%	● 246.19 ($272.17) 296.51	$293.83	7.96%	New holding	4,200	4,200
ADSK	Autodesk Inc	2024-06-30	Sold Out	-0.22%	● 199.93 ($224.64) 259.44	$300.12	33.60%	Sold Out	0	-6,020
ADSK	Autodesk Inc	2023-12-31	Reduce	-0.20%	● 195.15 ($215.94) 245.11	$300.12	38.98%	Reduce -30.24%	9,920	-4,300
APH	Amphenol Corp	2023-12-31	Add	+0.20%	● 39.59 ($44.17) 49.75	$71.52	61.92%	Add 38.95%	78,480	11,000
GNRC	Generac Holdings Inc	2022-12-31	Sold Out	-0.19%	● 89.79 ($113.16) 185.31	$154.40	36.44%	Sold Out	0	-3,830
INTU	Intuit Inc	2023-06-30	Add	+0.19%	● 406.09 ($438.05) 459.63	$643.25	46.84%	Add 4.87%	43,730	2,030
ADSK	Autodesk Inc	2024-03-31	Reduce	-0.17%	● 227.19 ($253.04) 266.68	$300.12	18.60%	Reduce -39.31%	6,020	-3,900
APH	Amphenol Corp	2022-12-31	Reduce	-0.16%	● 33.53 ($37.84) 40.99	$71.52	89.01%	Reduce -16.62%	88,280	-8,800
MCD	McDonald's Corp	2024-06-30	Sold Out	-0.16%	● 249.37 ($265.3) 280.22	$293.83	10.75%	Sold Out	0	-4,200
ADSK	Autodesk Inc	2022-12-31	Reduce	-0.16%	● 181.9 ($200.68) 232.3	$300.12	49.55%	Reduce -14.64%	18,070	-3,100
NXT	NEXTracker Inc	2023-12-31	Add	+0.15%	● 33.05 ($39.13) 49.38	$36.68	-6.26%	Add 2.14%	836,669	17,500
CGNX	Cognex Corp	2023-03-31	New Buy	+0.15%	● 46.82 ($50.61) 57.04	$36.47	-27.94%	New holding	12,100	12,100
CGNX	Cognex Corp	2023-09-30	Sold Out	-0.14%	● 41.86 ($49.17) 58.93	$36.47	-25.83%	Sold Out	0	-12,100
APTV	Aptiv PLC	2023-06-30	Sold Out	-0.14%	● 88.08 ($99.1) 112.19	$59.58	-39.88%	Sold Out	0	-4,800
APTV	Aptiv PLC	2023-03-31	New Buy	+0.14%	● 92.95 ($110.38) 123.07	$59.58	-46.02%	New holding	4,800	4,800
PWR	Quanta Services Inc	2023-12-31	Add	+0.11%	● 159.62 ($184.77) 217.71	$329.56	78.36%	Add 0.97%	290,143	2,800
UBER	Uber Technologies Inc	2023-12-31	Add	+0.10%	● 40.62 ($52.31) 63.28	$61.60	17.76%	Add 0.88%	1,018,900	8,900
NXT	NEXTracker Inc	2023-09-30	Add	+0.10%	● 36.48 ($40.48) 44.19	$36.68	-9.39%	Add 1.36%	819,169	11,000
STZ	Constellation Brands Inc	2024-09-30	Reduce	-0.08%	● 236.42 ($247.87) 259.82	$224.19	-9.55%	Reduce -18.98%	9,815	-2,300
EL	The Estee Lauder Companies Inc	2023-06-30	Add	+0.06%	● 176.53 ($212.7) 258.48	$74.80	-64.83%	Add 14.01%	11,802	1,450
TXRH	Texas Roadhouse Inc	2024-09-30	New Buy	+0.04%	● 159.84 ($168.72) 178.33	$182.16	7.97%	New holding	1,600	1,600
BROS	Dutch Bros Inc	2023-12-31	Add	+0.02%	● 23.14 ($27.24) 32	$55.05	102.08%	Add 1.26%	258,003	3,200

100/Page

Total 84

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