Robert Karr

Last Update: 2014-08-14

Number of Stocks: 12
Number of New Stocks: 1

Total Value: $655 Mil
Q/Q Turnover: 5%

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: 2014-06-30
Number of Stocks: 12
Total value: 655 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Technology 67.1% 67.1% -6.5% 71.6911764706% 3.30882352941% 0.3%
Consumer Defensive 17.3% 17.3% -0.1% 1.10294117647% 1.10294117647% 0.1%
ETF, options, preferred 15.6% 15.6%
Industrials 3.5% 3.5%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
TEDU Tarena International Inc2,233,29729,3234.5%New Buy+4.5%4.41
GOOG Google IncOnline Media85,96449,4537.6%+2.26%+0.17%0.01
GOOGL Google IncOnline Media85,96450,2617.7%+2.26%+0.17%0.01
WUBA Inc920,00049,7357.6%+2.02%+0.15%1.16
MJN Mead Johnson Nutrition CoConsumer Packaged Goods459,90042,8496.5%+1.91%+0.12%0.23
HXL Hexcel CorpAerospace & Defense554,50622,6793.5%000.57
XRS TAL Education GroupEducation2,572,30470,73810.8%-1.17%-0.11%3.26
VNET 21Vianet Group IncApplication Software1,602,93448,0407.3%-4.77%-0.37%2.41
YELP Yelp IncOnline Media584,30844,8056.8%-5.2%-0.4%0.82
VECO Veeco Instruments IncSemiconductors1,347,80050,2197.7%-11.98%-1.23%3.37
VIPS Vipshop Holdings LtdOnline Media242,20045,4716.9%-25.98%-2.03%0.43
BIDU Baidu IncOnline Media810,550151,41923.1%-11.16%-2.48%0.23
YOKU Youku Tudou IncOnline Media00 Sold Out-4.2%0.00
Premium Portfolio changes after 2014-06-30 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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