Robert Karr - Joho Capital Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $709.92M |
Joho Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2017Jun 30, 2017 | BABA Alibaba Group Holding Limited | Sell | -110,000-8.4% |
Q2 2017Jun 30, 2017 | ETSY Etsy, Inc. | Sell - Position Exit | -1,365,949-100.0% |
Q1 2017Mar 31, 2017 | AEO American Eagle Outfitters, Inc. | Sell - Position Exit | -60,000-100.0% |
Q1 2017Mar 31, 2017 | CGNX Cognex Corporation | Sell | -225,000-13.8% |
Q4 2016Dec 31, 2016 | BABA Alibaba Group Holding Limited | Buy | +101,150+8.3% |
Q4 2016Dec 31, 2016 | AMZN Amazon.com, Inc. | Sell - Position Exit | -3,988-100.0% |
Q4 2016Dec 31, 2016 | BIDU Baidu, Inc. | Sell - Position Exit | -20,736-100.0% |
Q4 2016Dec 31, 2016 | CGNX Cognex Corporation | Sell | -61,437-3.6% |
Q4 2016Dec 31, 2016 | ETSY Etsy, Inc. | Sell | -738,213-35.1% |
Q3 2016Sep 30, 2016 | ETSY Etsy, Inc. | Buy | +1,790,949+571.8% |
Q3 2016Sep 30, 2016 | CGNX Cognex Corporation | Buy | +149,589+9.7% |
Q3 2016Sep 30, 2016 | BABA Alibaba Group Holding Limited | Buy | +76,000+6.7% |
Q3 2016Sep 30, 2016 | AEO American Eagle Outfitters, Inc. | Buy - Position Entry | +60,000 |
Q3 2016Sep 30, 2016 | AMZN Amazon.com, Inc. | Sell | -2-0.1% |
Q2 2016Jun 30, 2016 | BABA Alibaba Group Holding Limited | Buy | +136,537+13.7% |
Q2 2016Jun 30, 2016 | GOOG Alphabet Inc. | Sell - Position Exit | -36,456-100.0% |
Q2 2016Jun 30, 2016 | TAL TAL Education Group | Sell - Position Exit | -422,053-100.0% |
Q2 2016Jun 30, 2016 | HXL Hexcel Corporation | Sell | -708,496-64.7% |
Q1 2016Mar 31, 2016 | BABA Alibaba Group Holding Limited | Buy | +325,000+48.2% |
Q1 2016Mar 31, 2016 | ETSY Etsy, Inc. | Buy - Position Entry | +313,213 |
Q1 2016Mar 31, 2016 | BIDU Baidu, Inc. | Buy | +8,220+65.7% |
Q1 2016Mar 31, 2016 | GOOGL Alphabet Inc. | Sell - Position Exit | -2,607-100.0% |
Q1 2016Mar 31, 2016 | GOOG Alphabet Inc. | Sell | -16,500-31.2% |
Q1 2016Mar 31, 2016 | YELP Yelp Inc. | Sell - Position Exit | -68,600-100.0% |
Q1 2016Mar 31, 2016 | GLW Corning Incorporated | Sell - Position Exit | -157,200-100.0% |
Q1 2016Mar 31, 2016 | HXL Hexcel Corporation | Sell | -164,481-13.1% |
Q1 2016Mar 31, 2016 | TAL TAL Education Group | Sell | -461,003-52.2% |
Q1 2016Mar 31, 2016 | YRD Yiren Digital Ltd. | Sell - Position Exit | -725,275-100.0% |
Q4 2015Dec 31, 2015 | CGNX Cognex Corporation | Buy | +1,188,096+337.1% |
Q4 2015Dec 31, 2015 | YRD Yiren Digital Ltd. | Buy - Position Entry | +725,275 |