Robert Karr

Last Update: 2014-11-14

Number of Stocks: 13
Number of New Stocks: 1

Total Value: $590 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Robert Karr Latest Trades 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
QUNR Qunar Cayman Islands... 2014-09-30 Buy 4.7%$26.96 - $31.62
($28.92)
$ 26.05-10%New holding, 1011591 sh.1,011,591
GOOG Google Inc 2014-09-30 Add2.65%$562.73 - $596.08
($579.9)
$ 540.37-7%Add 31.41%112,964
HXL Hexcel Corp 2014-09-30 Add0.48%$37.03 - $41.73
($39.42)
$ 43.7411%Add 12.8%625,469
WUBA 58.com Inc 2014-09-30 Reduce-6.02%$34.91 - $55.35
($46.2)
$ 47.94%Reduce -79.27%190,747
YELP Yelp Inc 2014-09-30 Reduce-4.58%$66.31 - $84.96
($74.75)
$ 58.4-22%Reduce -67.37%190,677
BIDU Baidu Inc 2014-09-30 Reduce-3.45%$182.3 - $228.45
($211.64)
$ 246.0316%Reduce -14.93%689,550
VNET 21Vianet Group Inc 2014-09-30 Reduce-1.99%$15.52 - $31.96
($26.32)
$ 18.61-29%Reduce -27.3%1,165,292
VECO Veeco Instruments In... 2014-09-30 Reduce-1.45%$33.22 - $36.99
($35.16)
$ 37.627%Reduce -18.88%1,093,387
TEDU Tarena International... 2014-09-30 Reduce-1.33%$11.45 - $15.62
($13.15)
$ 13.07-1%Reduce -29.51%1,574,328
VIPS Vipshop Holdings Ltd 2014-09-30 Reduce-0.87%$18.214 - $22.918
($20.65)
$ 22.9411%Reduce -12.59%211,700
XRS TAL Education Group 2014-09-30 Reduce-0.33%$26.82 - $35.9
($32.01)
$ 31.43-2%Reduce -3.06%2,493,530
TEDU Tarena International... 2014-06-30 Buy 4.5%$6.74 - $13.95
($9.16)
$ 13.0743%New holding, 2233297 sh.2,233,297
GOOGL Google Inc 2014-06-30 Add0.17%$518 - $585.93
($551.75)
$ 547.73-1%Add 2.26%85,964
GOOG Google Inc 2014-06-30 Add0.17%$509.96 - $578.65
($543.67)
$ 540.37-1%Add 2.26%85,964
WUBA 58.com Inc 2014-06-30 Add0.15%$36.92 - $54.9
($42.25)
$ 47.913%Add 2.02%920,000
MJN Mead Johnson Nutriti... 2014-06-30 Add0.12%$82.2 - $93.32
($87.34)
$ 103.4118%Add 1.91%459,900
YOKU Youku Tudou Inc 2014-06-30 Sold Out -4.2%$19.01 - $29.45
($22.41)
$ 18.82-16%Sold Out0
BIDU Baidu Inc 2014-06-30 Reduce-2.48%$143.51 - $184.96
($163.28)
$ 246.0351%Reduce -11.16%810,550
VIPS Vipshop Holdings Ltd 2014-06-30 Reduce-2.03%$12.84 - $18.9
($15.98)
$ 22.9444%Reduce -25.98%2,422,000
VECO Veeco Instruments In... 2014-06-30 Reduce-1.23%$30.75 - $43.63
($35.69)
$ 37.625%Reduce -11.98%1,347,800
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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)
BIDU689,550150,480
XRS2,493,53087,124
GOOG112,96465,221
GOOGL85,96450,582
MJN459,90044,252
VIPS211,70040,013
VECO1,093,38738,214
QUNR1,011,59127,970
HXL625,46924,831
VNET1,165,29220,975
» More Current Portfolio

Robert Karr's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 25.7% 25.7%
Consumer Cyclical 11.5% 11.5%
Technology 4.2% 4.2%
» More Sector Weightings

Robert Karr's News:

» More Related News


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