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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.
|Ticker||Company||Industry||Shares||Value ($1000)|| % Weighting as of|
| Share # Change|
from Last Period
|Trade Impact (%)||% of Shares Outstanding||3M Change(%)||YTD Change(%)|
|CGNX||Cognex Corp||Computer Hardware||1,628,701||103,618||20.81%||-3.64%||-0.64%||1.89||+29.66%||+20.15%|
|CSTE||Caesarstone Ltd||Building Materials||2,572,130||73,692||14.8%||+87.11%||+6.89%||7.31||+16.18%||+19.02%|
|AMZN||Amazon.com Inc||Retail - Apparel & Specialty||0||0||Sold Out||-0.66%||0.00||+11.72%||+12.70%|
|BIDU||Baidu Inc||Online Media||0||0||Sold Out||-0.74%||0.00||+11.41%||+12.63%|
|HXL||Hexcel Corp||Aerospace & Defense||386,283||19,870||3.99%||0||0||0.42||+11.15%||+4.06%|
|BABA||Alibaba Group Holding Ltd||Retail - Apparel & Specialty||1,313,137||115,307||23.15%||+8.35%||+1.78%||0.05||+6.86%||+14.47%|
|GRUB||GrubHub Inc||Online Media||4,370,804||164,430||33.02%||+27.22%||+7.06%||5.11||+3.61%||-0.05%|
|ETSY||Etsy Inc||Retail - Apparel & Specialty||1,365,949||16,091||3.23%||-35.08%||-2.07%||1.18||+3.53%||+9.51%|
|LABL||Multi-Color Corp||Business Services||0||0||Sold Out||-5.95%||0.00||-2.98%||-7.73%|
|COE||China Online Education Group||Education||263,500||4,097||0.82%||0||0||1.32||-9.07%||-11.64%|
|AEO||American Eagle Outfitters Inc||Retail - Apparel & Specialty||60,000||910||0.18%||0||0||0.03||-15.95%||+0.79%|
|Portfolio changes after 2016-12-31 are included for Premium Members only!|
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