Robert Karr - Joho Capital Portfolio
Period Date | Mar 31, 2025 | |
Filing Date | May 14, 2025 | |
Total Stocks | 8 | |
Portfolio Value | $578.89M |
Joho Capital Activity
Date | Symbol | Type | Quantity |
---|---|---|---|
Q4 2022Dec 31, 2022 | SEDG SolarEdge Technologies, Inc. | Buy - Position Entry | +85,000 |
Q4 2022Dec 31, 2022 | ADSK Autodesk, Inc. | Sell | -3,100-14.6% |
Q4 2022Dec 31, 2022 | GNRC Generac Holdlings Inc. | Sell - Position Exit | -3,830-100.0% |
Q4 2022Dec 31, 2022 | APH Amphenol Corporation | Sell | -8,800-16.6% |
Q4 2022Dec 31, 2022 | ECL Ecolab Inc. | Sell - Position Exit | -9,420-100.0% |
Q4 2022Dec 31, 2022 | EEFT Euronet Worldwide, Inc. | Sell | -190,531-31.5% |
Q4 2022Dec 31, 2022 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -479,571-100.0% |
Q3 2022Sep 30, 2022 | RIVN Rivian Automotive, Inc. | Buy - Position Entry | +225,800 |
Q3 2022Sep 30, 2022 | EEFT Euronet Worldwide, Inc. | Buy | +49,761+9.0% |
Q3 2022Sep 30, 2022 | INTU Intuit Inc. | Buy - Position Entry | +44,100 |
Q3 2022Sep 30, 2022 | GNRC Generac Holdlings Inc. | Buy - Position Entry | +3,830 |
Q3 2022Sep 30, 2022 | GPN Global Payments Inc. | Sell - Position Exit | -242,860-100.0% |
Q3 2022Sep 30, 2022 | BABA Alibaba Group Holding Limited | Sell | -345,000-41.8% |
Q2 2022Jun 30, 2022 | ADSK Autodesk, Inc. | Buy | +7,700+57.2% |
Q2 2022Jun 30, 2022 | EL Estee Lauder Companies, Inc. (T | Buy | +1,800+21.0% |
Q2 2022Jun 30, 2022 | ECL Ecolab Inc. | Buy | +1,700+22.0% |
Q2 2022Jun 30, 2022 | ADBE Adobe Inc. | Sell - Position Exit | -1,185-100.0% |
Q2 2022Jun 30, 2022 | GOOGL Alphabet Inc. | Sell - Position Exit | -1,219-100.0% |
Q2 2022Jun 30, 2022 | AMZN Amazon.com, Inc. | Sell - Position Exit | -1,607-100.0% |
Q2 2022Jun 30, 2022 | PG Procter & Gamble Company (The) | Sell | -4,800-17.2% |
Q2 2022Jun 30, 2022 | META Meta Platforms, Inc. | Sell - Position Exit | -5,180-100.0% |
Q2 2022Jun 30, 2022 | NOW ServiceNow, Inc. | Sell - Position Exit | -6,202-100.0% |
Q2 2022Jun 30, 2022 | UBER Uber Technologies, Inc. | Sell - Position Exit | -26,950-100.0% |
Q2 2022Jun 30, 2022 | MSFT Microsoft Corporation | Sell | -27,200-4.4% |
Q2 2022Jun 30, 2022 | EEFT Euronet Worldwide, Inc. | Sell | -68,075-10.9% |
Q2 2022Jun 30, 2022 | BABA Alibaba Group Holding Limited | Sell | -209,390-20.3% |
Q2 2022Jun 30, 2022 | GPN Global Payments Inc. | Sell | -491,813-66.9% |
Q2 2022Jun 30, 2022 | DT Dynatrace, Inc. | Sell - Position Exit | -1,466,050-100.0% |
Q1 2022Mar 31, 2022 | DT Dynatrace, Inc. | Buy | +352,500+31.7% |
Q1 2022Mar 31, 2022 | BABA Alibaba Group Holding Limited | Buy | +76,170+8.0% |