Robert Karr

Last Update: 2014-05-15

Number of Stocks: 11
Number of New Stocks: 0

Total Value: $626 Mil
Q/Q Turnover: 12%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Robert Karr's Portfolio

This page shows the Portfolio Holdings of Robert Karr at Joho Capital. It tells us what Robert Karr holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2014-03-31
Number of Stocks: 11
Total value: 626 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Technology 74.8% 74.8% -33.1% 368.870728083%
Consumer Defensive 15.4% 15.4% -7.6% 84.6953937593%
ETF, options, preferred 9.8% 9.8%
Industrials 3.9% 3.9% -2.5% 27.8603268945%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2014-03-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
GOOG Google IncOnline Media84,06344,2727.1%-62.54%00.01
QUNR Qunar Cayman Islands Ltd00 Sold Out-0.045%0.00
WUBA 58.com Inc901,82837,5436%-1.98%-0.05%1.14
XRS TAL Education GroupEducation2,602,70758,6139.4%-4.43%-0.18%3.30
VNET 21Vianet Group IncApplication Software1,683,21748,3087.7%-27.32%-1.01%2.53
MR Mindray Medical International LtdMedical Instruments & Equipment00 Sold Out-1.6%0.00
VAR Varian Medical Systems IncMedical Instruments & Equipment00 Sold Out-1.6%0.00
SBUX Starbucks CorpRestaurants00 Sold Out-1.7%0.00
TRIP TripAdvisor IncOnline Media00 Sold Out-1.8%0.00
VECO Veeco Instruments IncSemiconductors1,531,25164,20510.3%-39.62%-2.26%3.82
HXL Hexcel CorpAerospace & Defense554,50624,1433.9%-59.69%-2.51%0.57
VIPS Vipshop Holdings LtdOnline Media327,20048,8517.8%-57.26%-2.52%0.58
YOKU Youku Tudou IncOnline Media947,38326,5654.2%-62.88%-3.33%0.56
MU Micron Technology IncSemiconductors00 Sold Out-3.5%0.00
EL Estee Lauder Cos IncConsumer Packaged Goods00 Sold Out-5.4%0.00
YELP Yelp IncOnline Media616,32947,4147.6%-68.13%-6.2%0.86
BIDU Baidu IncOnline Media912,406139,03222.2%-38.71%-7.01%0.26
MJN Mead Johnson Nutrition CoConsumer Packaged Goods451,27037,5196%-74.24%-7.42%0.22
GOOGL Google IncOnline Media84,06349,4177.9%-62.54%-10.76%0.01
Premium Portfolio changes after 2014-03-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.


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