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.
Summary Stock Picks Current Portfolio

Robert Karr Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ALTM 		Livent Corp2022-12-31Reduce
-24.81%
●
8.11 ($11.37) 13.97
$5.22
-54.05%
Reduce -97.18%
202,296
-2,894,500
BABA 		Alibaba Group Holding Ltd2022-12-31Sold Out
-10.73%
●
63.15 ($78.85) 94.17
$85.72
8.71%
Sold Out
0
-479,571
ADBE 		Adobe Inc2023-12-31New Buy
+9.01%
●
507.03 ($576.76) 633.66
$448.36
-22.26%
New holding
83,300
83,300
EEFT 		Euronet Worldwide Inc2023-09-30Sold Out
-8.57%
●
78.58 ($92.9) 119.18
$105.91
14.00%
Sold Out
0
-363,659
SHLS 		Shoals Technologies Group Inc2024-09-30Sold Out
-8.51%
●
5.1 ($5.98) 7.06
$5.35
-10.54%
Sold Out
0
-9,642,545
PWR 		Quanta Services Inc2022-12-31New Buy
+7.80%
●
123.41 ($142) 153.07
$329.56
132.08%
New holding
169,193
169,193
SEDG 		SolarEdge Technologies Inc2022-12-31New Buy
+7.79%
●
193.39 ($265.36) 335.61
$15.00
-94.35%
New holding
85,000
85,000
GOOG 		Alphabet Inc2023-12-31Sold Out
-7.43%
●
123.4 ($135.69) 142.82
$196.81
45.04%
Sold Out
0
-250,300
NXT 		NEXTracker Inc2023-06-30New Buy
+6.46%
●
29.68 ($36.65) 42.58
$36.68
0.08%
New holding
808,169
808,169
ADBE 		Adobe Inc2024-03-31Add
+6.35%
●
492.46 ($573.19) 634.76
$448.36
-21.78%
Add 108.88%
174,000
90,700
UBER 		Uber Technologies Inc2023-09-30Add
+5.92%
●
42.11 ($45.68) 49.46
$61.60
34.85%
Add 130.59%
1,010,000
572,000
SHLS 		Shoals Technologies Group Inc2022-12-31New Buy
+5.87%
●
19.43 ($24.14) 31.16
$5.35
-77.84%
New holding
735,488
735,488
ARRY 		Array Technologies Inc2023-06-30Reduce
-5.86%
●
17.69 ($21.42) 24.37
$5.95
-72.25%
Reduce -87.94%
142,734
-1,040,866
SHLS 		Shoals Technologies Group Inc2023-12-31Add
+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 Inc2024-03-31Add
+5.25%
●
11.14 ($13.75) 17.02
$5.35
-61.09%
Add 111.58%
6,423,545
3,387,539
PWR 		Quanta Services Inc2023-03-31Add
+5.07%
●
135.57 ($153.75) 166.64
$329.56
114.35%
Add 69.83%
287,343
118,150
BROS 		Dutch Bros Inc2024-03-31Add
+5.07%
●
25.75 ($29.51) 35.62
$55.05
86.53%
Add 428.88%
1,364,514
1,106,511
INTU 		Intuit Inc2023-12-31Reduce
-4.73%
●
479.45 ($551.59) 629.12
$643.25
16.62%
Reduce -93.97%
2,638
-41,092
ARRY 		Array Technologies Inc2022-12-31New Buy
+4.53%
●
14.61 ($19) 23.55
$5.95
-68.71%
New holding
725,000
725,000
NXT 		NEXTracker Inc2024-06-30Sold Out
-4.46%
●
42.25 ($49.73) 60.53
$36.68
-26.24%
Sold Out
0
-571,669
MSFT 		Microsoft Corp2023-12-31Add
+4.15%
●
313.39 ($355.93) 382.7
$437.92
23.04%
Add 10.31%
651,700
60,900
EEFT 		Euronet Worldwide Inc2022-12-31Reduce
-4.04%
●
73.77 ($86.58) 96.6
$105.91
22.33%
Reduce -31.53%
413,659
-190,531
ALTM 		Livent Corp2023-09-30Sold Out
-3.91%
●
7.1 ($9.51) 12
$5.22
-45.06%
Sold Out
0
-710,000
ALTM 		Livent Corp2023-06-30New Buy
+3.91%
●
8.27 ($9.95) 11.45
$5.22
-47.49%
New holding
1,708,260
710,000
UBER 		Uber Technologies Inc2023-06-30New Buy
+3.80%
●
29.59 ($37.08) 44.42
$61.60
66.13%
New holding
438,000
438,000
GOOG 		Alphabet Inc2023-06-30New Buy
+3.68%
●
104 ($115.57) 127.91
$196.81
70.29%
New holding
151,300
151,300
GOOG 		Alphabet Inc2023-09-30Add
+2.94%
●
116.87 ($130.02) 138.99
$196.81
51.37%
Add 65.43%
250,300
99,000
BROS 		Dutch Bros Inc2023-06-30Sold Out
-2.90%
●
26.02 ($29.69) 33.16
$55.05
85.40%
Sold Out
0
-356,803
BROS 		Dutch Bros Inc2023-03-31New Buy
+2.90%
●
27.16 ($33.85) 40.83
$55.05
62.62%
New holding
356,803
356,803
SHLS 		Shoals Technologies Group Inc2024-06-30Add
+2.84%
●
6.24 ($7.98) 11.38
$5.35
-32.96%
Add 50.11%
9,642,545
3,219,000
BROS 		Dutch Bros Inc2024-09-30Add
+2.81%
●
29.1 ($35.25) 42.81
$55.05
56.16%
Add 40.67%
1,919,514
555,000
ARRY 		Array Technologies Inc2023-03-31Add
+2.58%
●
17.07 ($20.46) 24.04
$5.95
-70.94%
Add 63.26%
1,183,600
458,600
UBER 		Uber Technologies Inc2024-06-30Add
+2.31%
●
63.52 ($69.5) 77.16
$61.60
-11.37%
Add 22.08%
1,243,900
225,000
NXT 		NEXTracker Inc2024-03-31Reduce
-2.25%
●
41.19 ($53.2) 60.89
$36.68
-31.05%
Reduce -31.67%
571,669
-265,000
ADBE 		Adobe Inc2024-06-30Reduce
-2.19%
●
439.02 ($484.22) 555.54
$448.36
-7.41%
Reduce -17.99%
142,700
-31,300
ADBE 		Adobe Inc2024-09-30Reduce
-2.12%
●
508.13 ($548.46) 586.55
$448.36
-18.25%
Reduce -18.92%
115,700
-27,000
RIVN 		Rivian Automotive Inc2022-12-31Add
+2.04%
●
17.74 ($29.44) 36.76
$14.16
-51.89%
Add 151.46%
567,800
342,000
SHLS 		Shoals Technologies Group Inc2023-06-30Add
+2.00%
●
18.12 ($23.12) 25.8
$5.35
-76.86%
Add 53.03%
1,125,488
390,000
NU 		Nu Holdings Ltd2023-06-30New Buy
+1.82%
●
4.42 ($6.12) 7.89
$10.37
69.36%
New holding
1,150,000
1,150,000
SEDG 		SolarEdge Technologies Inc2023-12-31Sold Out
-1.65%
●
70.33 ($91.03) 127.65
$15.00
-83.52%
Sold Out
0
-56,750
NU 		Nu Holdings Ltd2024-03-31Add
+1.63%
●
8.09 ($10.21) 12.25
$10.37
1.52%
Add 85.3%
2,131,000
981,000
RIVN 		Rivian Automotive Inc2024-03-31Sold Out
-1.56%
●
10.07 ($14.41) 21.1
$14.16
-1.70%
Sold Out
0
-367,000
SEDG 		SolarEdge Technologies Inc2023-09-30Reduce
-1.53%
●
127.27 ($191.85) 283.85
$15.00
-92.18%
Reduce -33.24%
56,750
-28,250
EEFT 		Euronet Worldwide Inc2023-06-30Reduce
-1.44%
●
105.96 ($111.8) 120.9
$105.91
-5.27%
Reduce -12.09%
363,659
-50,000
BROS 		Dutch Bros Inc2023-09-30New Buy
+1.33%
●
22.81 ($28.49) 33.58
$55.05
93.21%
New holding
254,803
254,803
BMBL 		Bumble Inc2024-06-30Add
+1.19%
●
9.9 ($10.89) 12.3
$7.88
-27.59%
Add 145.45%
1,350,000
800,000
MTCH 		Match Group Inc2024-06-30Sold Out
-0.94%
●
29.35 ($31.59) 35.91
$33.18
5.03%
Sold Out
0
-186,000
MTCH 		Match Group Inc2024-03-31New Buy
+0.94%
●
33.29 ($36.15) 39.04
$33.18
-8.22%
New holding
186,000
186,000
BMBL 		Bumble Inc2024-03-31New Buy
+0.87%
●
10.49 ($12.75) 14.5
$7.88
-38.16%
New holding
550,000
550,000
RIVN 		Rivian Automotive Inc2023-12-31Reduce
-0.74%
●
15.33 ($18.8) 24.35
$14.16
-24.65%
Reduce -26.89%
367,000
-135,000
ARRY 		Array Technologies Inc2023-09-30Sold Out
-0.65%
●
17.75 ($21.72) 26.32
$5.95
-72.63%
Sold Out
0
-142,734
ALTM 		Livent Corp2023-03-31Sold Out
-0.54%
●
7.88 ($9.61) 11.38
$5.22
-45.63%
Sold Out
0
-84,080
SPG 		Simon Property Group Inc2023-06-30Sold Out
-0.40%
●
101.25 ($108.97) 115.48
$172.38
58.19%
Sold Out
0
-13,970
APH 		Amphenol Corp2023-03-31Reduce
-0.39%
●
38.02 ($39.49) 41.05
$71.52
81.11%
Reduce -36.02%
56,480
-15,900
RIVN 		Rivian Automotive Inc2023-03-31Reduce
-0.39%
●
12.96 ($16.89) 21.15
$14.16
-16.13%
Reduce -11.59%
502,000
-65,800
EL 		The Estee Lauder Companies Inc2023-12-31Sold Out
-0.38%
●
104.51 ($132.72) 149.02
$74.80
-43.64%
Sold Out
0
-11,802
ECL 		Ecolab Inc2022-12-31Sold Out
-0.38%
●
131.35 ($146.92) 157.77
$239.88
63.27%
Sold Out
0
-9,420
ANSS 		Ansys Inc2023-12-31New Buy
+0.34%
●
268.79 ($296.17) 362.88
$341.25
15.22%
New holding
5,230
5,230
INTU 		Intuit Inc2024-03-31Sold Out
-0.30%
●
586.82 ($638.33) 669.36
$643.25
0.77%
Sold Out
0
-2,638
INTU 		Intuit Inc2023-03-31Reduce
-0.30%
●
375.62 ($410.51) 452.16
$643.25
56.70%
Reduce -5.44%
41,700
-2,400
ADSK 		Autodesk Inc2023-03-31Reduce
-0.23%
●
182.07 ($205.89) 229.28
$300.12
45.76%
Reduce -21.31%
14,220
-3,850
STZ 		Constellation Brands Inc2024-06-30Reduce
-0.23%
●
243.97 ($257.19) 268.34
$224.19
-12.83%
Reduce -33.49%
12,115
-6,100
MCD 		McDonald's Corp2023-12-31New Buy
+0.23%
●
246.19 ($272.17) 296.51
$293.83
7.96%
New holding
4,200
4,200
ADSK 		Autodesk Inc2024-06-30Sold Out
-0.22%
●
199.93 ($224.64) 259.44
$300.12
33.60%
Sold Out
0
-6,020
ADSK 		Autodesk Inc2023-12-31Reduce
-0.20%
●
195.15 ($215.94) 245.11
$300.12
38.98%
Reduce -30.24%
9,920
-4,300
APH 		Amphenol Corp2023-12-31Add
+0.20%
●
39.59 ($44.17) 49.75
$71.52
61.92%
Add 38.95%
78,480
11,000
GNRC 		Generac Holdings Inc2022-12-31Sold Out
-0.19%
●
89.79 ($113.16) 185.31
$154.40
36.44%
Sold Out
0
-3,830
INTU 		Intuit Inc2023-06-30Add
+0.19%
●
406.09 ($438.05) 459.63
$643.25
46.84%
Add 4.87%
43,730
2,030
ADSK 		Autodesk Inc2024-03-31Reduce
-0.17%
●
227.19 ($253.04) 266.68
$300.12
18.60%
Reduce -39.31%
6,020
-3,900
APH 		Amphenol Corp2022-12-31Reduce
-0.16%
●
33.53 ($37.84) 40.99
$71.52
89.01%
Reduce -16.62%
88,280
-8,800
MCD 		McDonald's Corp2024-06-30Sold Out
-0.16%
●
249.37 ($265.3) 280.22
$293.83
10.75%
Sold Out
0
-4,200
ADSK 		Autodesk Inc2022-12-31Reduce
-0.16%
●
181.9 ($200.68) 232.3
$300.12
49.55%
Reduce -14.64%
18,070
-3,100
NXT 		NEXTracker Inc2023-12-31Add
+0.15%
●
33.05 ($39.13) 49.38
$36.68
-6.26%
Add 2.14%
836,669
17,500
CGNX 		Cognex Corp2023-03-31New Buy
+0.15%
●
46.82 ($50.61) 57.04
$36.47
-27.94%
New holding
12,100
12,100
CGNX 		Cognex Corp2023-09-30Sold Out
-0.14%
●
41.86 ($49.17) 58.93
$36.47
-25.83%
Sold Out
0
-12,100
APTV 		Aptiv PLC2023-06-30Sold Out
-0.14%
●
88.08 ($99.1) 112.19
$59.58
-39.88%
Sold Out
0
-4,800
APTV 		Aptiv PLC2023-03-31New Buy
+0.14%
●
92.95 ($110.38) 123.07
$59.58
-46.02%
New holding
4,800
4,800
PWR 		Quanta Services Inc2023-12-31Add
+0.11%
●
159.62 ($184.77) 217.71
$329.56
78.36%
Add 0.97%
290,143
2,800
UBER 		Uber Technologies Inc2023-12-31Add
+0.10%
●
40.62 ($52.31) 63.28
$61.60
17.76%
Add 0.88%
1,018,900
8,900
NXT 		NEXTracker Inc2023-09-30Add
+0.10%
●
36.48 ($40.48) 44.19
$36.68
-9.39%
Add 1.36%
819,169
11,000
STZ 		Constellation Brands Inc2024-09-30Reduce
-0.08%
●
236.42 ($247.87) 259.82
$224.19
-9.55%
Reduce -18.98%
9,815
-2,300
EL 		The Estee Lauder Companies Inc2023-06-30Add
+0.06%
●
176.53 ($212.7) 258.48
$74.80
-64.83%
Add 14.01%
11,802
1,450
TXRH 		Texas Roadhouse Inc2024-09-30New Buy
+0.04%
●
159.84 ($168.72) 178.33
$182.16
7.97%
New holding
1,600
1,600
BROS 		Dutch Bros Inc2023-12-31Add
+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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