Robert Karr

Last Update: 08-14-2015

Number of Stocks: 13
Number of New Stocks: 6

Total Value: $429 Mil
Q/Q Turnover: 42%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Robert Karr Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BIDU Baidu Inc 2015-06-30 Reduce-16.15%$189.18 - $220.46
($204.77)
$ 146.15-29%Reduce 99.52%1,640
GOOG Google Inc 2015-06-30 Reduce-12.26%$520.51 - $563.51
($535.95)
$ 598.8412%Reduce 64.95%52,956
YELP Yelp Inc 2015-06-30 Sold Out -8.72%$38.22 - $51.28
($46.4)
$ 24.40-47%Sold Out0
QUNR Qunar Cayman Islands Ltd 2015-06-30 Reduce-2.4%$41.25 - $52.89
($46.75)
$ 31.35-33%Reduce 16.90%1,253,617
XRS TAL Education Group 2015-06-30 Reduce-2.13%$33.22 - $38.25
($36.27)
$ 30.70-15%Reduce 10.73%2,335,303
TEDU Tarena International Inc 2015-06-30 Sold Out -1.14%$9.4 - $14.66
($12.27)
$ 8.50-31%Sold Out0
GOOGL Google Inc 2015-06-30 Reduce-0.17%$532.74 - $573.66
($549.45)
$ 629.6515%Reduce 34.23%2,607
BIDU Baidu Inc 2015-03-31 Reduce-16.45%$203.27 - $233.33
($214.25)
$ 146.15-32%Reduce 68.83%340,700
GOOGL Google Inc 2015-03-31 Reduce-8.3%$497.06 - $581.44
($541.78)
$ 629.6516%Reduce 95.39%3,964
VECO Veeco Instruments Inc 2015-03-31 Sold Out -4.7%$29.12 - $35.12
($31.28)
$ 22.86-27%Sold Out0
VNET 21Vianet Group Inc 2015-03-31 Sold Out -2.4%$15.46 - $19.1
($17.33)
$ 18.074%Sold Out0
TEDU Tarena International Inc 2015-03-31 Reduce-2.22%$9.73 - $12.4
($11.18)
$ 8.50-24%Reduce 67.17%514,303
VIPS Vipshop Holdings Ltd 2014-12-31 Sold Out -6.8%$17.063 - $24.55
($21.17)
$ 17.78-16%Sold Out0
BIDU Baidu Inc 2014-12-31 Reduce-5.29%$199.07 - $250.34
($229.51)
$ 146.15-36%Reduce 20.74%1,093,100
VECO Veeco Instruments Inc 2014-12-31 Reduce-2.35%$30.61 - $37.72
($35)
$ 22.86-35%Reduce 36.15%698,156
WUBA 58.com Inc 2014-12-31 Sold Out -1.2%$35.54 - $48.79
($41.45)
$ 43.435%Sold Out0
VNET 21Vianet Group Inc 2014-12-31 Reduce-1.13%$15.51 - $21.92
($18.46)
$ 18.07-2%Reduce 31.32%800,375
MJN Mead Johnson Nutrition Co 2014-12-31 Reduce-0.33%$90.99 - $103.92
($99.86)
$ 75.17-25%Reduce 4.35%439,900
XRS TAL Education Group 2014-12-31 Reduce-0.28%$28 - $35.82
($31.41)
$ 30.70-2%Reduce 1.86%2,447,262
WUBA 58.com Inc 2014-09-30 Reduce-6.02%$34.91 - $55.35
($46.2)
$ 43.43-6%Reduce 79.27%190,747
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Robert Karr's Profile:

Robert Karr is the founder of Joho Capital. He is one of the Tiger Cubs, the hedge fund managers who learned from the legendary Julian Robertson.

Robert Karr tends to hold very concentrated positions in the area of new technologies. His portfolio turnover is small. As of Jan. 2010, his fund, Joho Fund, Ltd -A-, has gained an annualized 22.15% since inception in Oct. 1996. Over the lifetime of the fund, his largest loss was from Nov. 2007 to Nov. 2008, lost 19%.

Since Inception
22.19%
» More Profile & Performance

Robert Karr's Current Portfolio:

Ticker Shares Value ($1000)
XRS2,335,30382,436
MJN772,30069,677
GRUB1,902,60064,822
KANG2,822,65554,590
QUNR1,253,61753,717
HXL856,96042,625
BABA349,00028,712
GOOG52,95627,564
AMZN5,5402,405
GOOGL2,6071,408
» More Current Portfolio

Robert Karr's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 35.4% 35.4%
Consumer Cyclical 19.8% 19.8%
Healthcare 12.7% 12.7%
Technology 9.9% 9.9%
» More Sector Weightings

Robert Karr's News:

» More Related News


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