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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|
|GRUB||GrubHub Inc||Online Media||3,145,907||76,571||21.92%||+65.35%||+8.66%||3.70|
|BABA||Alibaba Group Holding Ltd||Retail - Apparel & Specialty||674,450||39,772||11.39%||+93.25%||+5.5%||0.03|
|HXL||Hexcel Corp||Aerospace & Defense||1,259,260||56,490||16.17%||+46.95%||+5.17%||1.35|
|CGNX||Cognex Corp||Computer Hardware||352,453||12,114||3.47%||New Buy||+3.47%||0.42|
|GLW||Corning Inc||Computer Hardware||157,200||2,691||0.77%||New Buy||+0.77%||0.01|
|GOOG||Alphabet Inc||Online Media||52,956||32,219||9.23%||0||0||0.01|
|GOOGL||Alphabet Inc||Online Media||2,607||1,664||0.48%||0||0||0.00|
|CSCO||Cisco Systems Inc||Communication Equipment||0||0||Sold Out||-0.08%||0.00|
|BIDU||Baidu Inc||Online Media||0||0||Sold Out||-0.08%||0.00|
|DATA||Tableau Software Inc||Application Software||0||0||Sold Out||-0.11%||0.00|
|AMZN||Amazon.com Inc||Retail - Apparel & Specialty||3,990||2,042||0.58%||-27.98%||-0.16%||0.00|
|MJN||Mead Johnson Nutrition Co||Consumer Packaged Goods||647,300||45,570||13.05%||-16.19%||-2.63%||0.33|
|XRS||TAL Education Group||Education||1,897,924||61,018||17.47%||-18.73%||-3.6%||2.38|
|KANG||iKang Healthcare Group Inc||Medical Diagnostics & Research||1,290,268||19,096||5.47%||-54.29%||-6.91%||1.88|
|QUNR||Qunar Cayman Islands Ltd||Travel & Leisure||0||0||Sold Out||-12.52%||0.00|
|Portfolio changes after 2015-09-30 are included for Premium Members only!|
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