RK
	Robert Karr 13F
	Joho Capital

	Last update 2023-02-14	15 Stocks (4 new)
	Value $309.00 Mil	Turnover 28 %
	Top Holdings: MSFT(45.85%) EEFT(12.63%) PWR(7.80%) SEDG(7.79%) SHLS(5.87%) Portfolio Report

Robert Karr Profile

Robert Karr founded Joho Capital in 1996. He is one of the Tiger Cubs, the hedge fund managers who learned from the legendary Julian Robertson at Tiger Management. At Tiger Management, his main focus was Asian equities. Karr tends to hold a concentrated portfolio in the area of new technologies, with a low portfolio turnover rate.

Robert Karr Investing Philosophy

Karr believes in the value of a simplistic approach to investing, focusing on a small number of long-term investments in order to conduct more in-depth research on each of the portfolio holdings.

Robert Karr Portfolio and Latest Trades

Ticker
Ticker
LTHM
BABA
PWR
SEDG
SHLS
ARRY
EEFT
RIVN
ECL
GNRC
APH
ADSK
BABA
GPN
LTHM
INTU
RIVN
EEFT
GNRC
DT
GPN
BABA
EEFT
LTHM
MSFT
AMZN
NOW
GOOGL
ADSK
META
UBER
PG
EL
ADBE
ECL
DT
BABA
GPN
EEFT
META
ADSK
ADBE
GOOGL
FIS
SPG
EL
MSFT
EEFT
PFGC
SPG
ADBE
ADSK
GOOGL
FIS
PTON
GPN
DT
UBER
AMZN
BABA
BABA
GPN
CDAY
LTHM
MSFT
SPG
AMZN
EL
ADBE
NOW
DT
PTON
STZ
GPN
EL
GPN
BABA
DT
CDAY
MSFT
FND
APH
ADSK
EEFT
PFGC
STZ
PG
CGNX
UBER
SPG
EL
GOOGL
ECL
NOW
LTHM

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
LTHM	Livent Corp	2022-12-31	Reduce	-24.81%	● 19.52 ($27.37) 33.62	$20.71	-24.33%	Reduce -97.18%	84,080	-2,894,500
BABA	Alibaba Group Holding Ltd	2022-12-31	Sold Out	-10.73%	● 63.15 ($78.85) 94.17	$86.90	10.21%	Sold Out	0	-479,571
PWR	Quanta Services Inc	2022-12-31	New Buy	+7.80%	● 123.41 ($142) 153.07	$160.78	13.23%	New holding	169,193	169,193
SEDG	SolarEdge Technologies Inc	2022-12-31	New Buy	+7.79%	● 193.39 ($265.36) 335.61	$284.52	7.22%	New holding	85,000	85,000
SHLS	Shoals Technologies Group Inc	2022-12-31	New Buy	+5.87%	● 19.43 ($24.14) 31.16	$21.34	-11.60%	New holding	735,488	735,488
ARRY	Array Technologies Inc	2022-12-31	New Buy	+4.53%	● 14.61 ($19) 23.55	$18.47	-2.79%	New holding	725,000	725,000
EEFT	Euronet Worldwide Inc	2022-12-31	Reduce	-4.04%	● 73.77 ($86.58) 96.6	$109.39	26.35%	Reduce -31.53%	413,659	-190,531
RIVN	Rivian Automotive Inc	2022-12-31	Add	+2.04%	● 17.74 ($29.44) 36.76	$13.62	-53.74%	Add 151.46%	567,800	342,000
ECL	Ecolab Inc	2022-12-31	Sold Out	-0.38%	● 131.35 ($146.92) 157.77	$160.36	9.15%	Sold Out	0	-9,420
GNRC	Generac Holdings Inc	2022-12-31	Sold Out	-0.19%	● 89.79 ($113.16) 185.31	$111.22	-1.71%	Sold Out	0	-3,830
APH	Amphenol Corp	2022-12-31	Reduce	-0.16%	● 67.05 ($75.68) 81.97	$78.61	3.87%	Reduce -16.62%	44,140	-8,800
ADSK	Autodesk Inc	2022-12-31	Reduce	-0.16%	● 181.9 ($200.68) 232.3	$200.22	-0.23%	Reduce -14.64%	18,070	-3,100
BABA	Alibaba Group Holding Ltd	2022-09-30	Reduce	-8.96%	● 77.87 ($95.27) 122.39	$86.90	-8.79%	Reduce -41.84%	479,571	-345,000
GPN	Global Payments Inc	2022-09-30	Sold Out	-6.14%	● 107.99 ($123.34) 136.46	$98.43	-20.20%	Sold Out	0	-242,860
LTHM	Livent Corp	2022-09-30	Reduce	-4.99%	● 20.1 ($28.03) 35.05	$20.71	-26.11%	Reduce -24.4%	2,978,580	-961,500
INTU	Intuit Inc	2022-09-30	New Buy	+4.78%	● 379.87 ($431.97) 489.23	$429.57	-0.56%	New holding	44,100	44,100
RIVN	Rivian Automotive Inc	2022-09-30	New Buy	+2.08%	● 25.7 ($34.08) 40.1	$13.62	-60.04%	New holding	225,800	225,800
EEFT	Euronet Worldwide Inc	2022-09-30	Add	+1.05%	● 75.76 ($93.83) 103.54	$109.39	16.58%	Add 8.98%	604,190	49,761
GNRC	Generac Holdings Inc	2022-09-30	New Buy	+0.19%	● 171.08 ($229.23) 280.52	$111.22	-51.48%	New holding	3,830	3,830
DT	Dynatrace Inc	2022-06-30	Sold Out	-9.86%	● 30.11 ($39.92) 48.55	$39.13	-1.98%	Sold Out	0	-1,466,050
GPN	Global Payments Inc	2022-06-30	Reduce	-9.61%	● 106.98 ($126.61) 144.6	$98.43	-22.26%	Reduce -66.94%	242,860	-491,813
BABA	Alibaba Group Holding Ltd	2022-06-30	Reduce	-3.25%	● 81.09 ($98.24) 119.62	$86.90	-11.54%	Reduce -20.25%	824,571	-209,390
EEFT	Euronet Worldwide Inc	2022-06-30	Reduce	-1.26%	● 97.26 ($118.58) 140.18	$109.39	-7.75%	Reduce -10.94%	554,429	-68,075
LTHM	Livent Corp	2022-06-30	Reduce	-1.24%	● 20.66 ($25.74) 34.49	$20.71	-19.54%	Reduce -7.79%	3,940,080	-333,000
MSFT	Microsoft Corp	2022-06-30	Reduce	-1.20%	● 242.26 ($271.99) 314.97	$280.57	3.15%	Reduce -4.4%	590,800	-27,200
AMZN	Amazon.com Inc	2022-06-30	Sold Out	-0.75%	● 102.31 ($125.73) 168.35	$98.13	-21.95%	Sold Out	0	-32,140
NOW	ServiceNow Inc	2022-06-30	Sold Out	-0.49%	● 412.25 ($477.87) 574.82	$432.90	-9.41%	Sold Out	0	-6,202
GOOGL	Alphabet Inc	2022-06-30	Sold Out	-0.48%	● 105.81 ($118.07) 142.97	$105.44	-10.70%	Sold Out	0	-24,380
ADSK	Autodesk Inc	2022-06-30	Add	+0.30%	● 164.31 ($192.65) 218.77	$200.22	3.93%	Add 57.16%	21,170	7,700
META	Meta Platforms Inc	2022-06-30	Sold Out	-0.16%	● 155.85 ($193.38) 233.89	$206.01	6.53%	Sold Out	0	-5,180
UBER	Uber Technologies Inc	2022-06-30	Sold Out	-0.14%	● 20.46 ($26.69) 36.51	$30.75	15.21%	Sold Out	0	-26,950
PG	Procter & Gamble Co	2022-06-30	Reduce	-0.11%	● 132.36 ($150.34) 163.65	$146.72	-2.41%	Reduce -17.24%	23,050	-4,800
EL	The Estee Lauder Companies Inc	2022-06-30	Add	+0.10%	● 229.13 ($253.99) 278.62	$241.69	-4.84%	Add 21.05%	10,352	1,800
ADBE	Adobe Inc	2022-06-30	Sold Out	-0.08%	● 360.79 ($407.76) 468.81	$374.96	-8.04%	Sold Out	0	-1,185
ECL	Ecolab Inc	2022-06-30	Add	+0.06%	● 145.63 ($166.01) 183.62	$160.36	-3.40%	Add 22.02%	9,420	1,700
DT	Dynatrace Inc	2022-03-31	Add	+2.37%	● 38.66 ($47.08) 59.3	$39.13	-16.89%	Add 31.66%	1,466,050	352,500
BABA	Alibaba Group Holding Ltd	2022-03-31	Add	+1.18%	● 76.76 ($115.52) 137.41	$86.90	-24.77%	Add 7.95%	1,033,961	76,170
GPN	Global Payments Inc	2022-03-31	Reduce	-1.03%	● 122.65 ($139.81) 151.62	$98.43	-29.60%	Reduce -6.96%	734,673	-54,975
EEFT	Euronet Worldwide Inc	2022-03-31	Reduce	-0.91%	● 98.67 ($127.07) 146.04	$109.39	-13.91%	Reduce -8.17%	622,504	-55,350
META	Meta Platforms Inc	2022-03-31	Reduce	-0.33%	● 186.63 ($250.52) 338.54	$206.01	-17.77%	Reduce -57.65%	5,180	-7,050
ADSK	Autodesk Inc	2022-03-31	Add	+0.12%	● 188.7 ($230.58) 283.72	$200.22	-13.17%	Add 40.75%	13,470	3,900
ADBE	Adobe Inc	2022-03-31	Reduce	-0.12%	● 411.5 ($481.12) 564.37	$374.96	-22.07%	Reduce -55.7%	1,185	-1,490
GOOGL	Alphabet Inc	2022-03-31	Add	+0.12%	● 125.95 ($135.83) 148	$105.44	-22.37%	Add 33.22%	24,380	304
FIS	Fidelity National Information Services Inc	2022-03-31	Sold Out	-0.08%	● 86.25 ($104.66) 121.71	$49.70	-52.51%	Sold Out	0	-5,600
SPG	Simon Property Group Inc	2022-03-31	Add	+0.08%	● 128.19 ($142.65) 163.16	$103.48	-27.46%	Add 41.11%	13,970	4,070
EL	The Estee Lauder Companies Inc	2022-03-31	Add	+0.02%	● 250.38 ($301.28) 371.86	$241.69	-19.78%	Add 6.47%	8,552	520
MSFT	Microsoft Corp	2021-12-31	Reduce	-3.77%	● 283.11 ($325.12) 343.11	$280.57	-13.70%	Reduce -13.87%	618,000	-99,500
EEFT	Euronet Worldwide Inc	2021-12-31	Add	+3.43%	● 101.37 ($118.58) 135.45	$109.39	-7.75%	Add 44.24%	677,854	207,915
PFGC	Performance Food Group Co	2021-12-31	Sold Out	-0.25%	● 38.97 ($45.39) 48.78	$56.98	25.53%	Sold Out	0	-39,500
SPG	Simon Property Group Inc	2021-12-31	New Buy	+0.22%	● 131.39 ($153.23) 170.5	$103.48	-32.47%	New holding	9,900	9,900
ADBE	Adobe Inc	2021-12-31	Reduce	-0.19%	● 549.77 ($625.62) 688.37	$374.96	-40.07%	Reduce -47.86%	2,675	-2,455
ADSK	Autodesk Inc	2021-12-31	Add	+0.12%	● 249.68 ($290.9) 333.64	$200.22	-31.17%	Add 47.91%	9,570	3,100
GOOGL	Alphabet Inc	2021-12-31	Add	+0.09%	● 133.66 ($144.14) 149.84	$105.44	-26.85%	Add 30.71%	18,300	215
FIS	Fidelity National Information Services Inc	2021-12-31	New Buy	+0.08%	● 102.36 ($112.73) 125.04	$49.70	-55.91%	New holding	5,600	5,600
PTON	Peloton Interactive Inc	2021-12-31	Sold Out	-0.06%	● 34.56 ($60.04) 96.6	$9.53	-84.13%	Sold Out	0	-5,375
GPN	Global Payments Inc	2021-12-31	Add	+0.06%	● 117.86 ($137.3) 161.31	$98.43	-28.31%	Add 0.38%	789,648	3,000
DT	Dynatrace Inc	2021-12-31	Add	+0.04%	● 56.46 ($67.89) 78.76	$39.13	-42.36%	Add 0.45%	1,113,550	4,950
UBER	Uber Technologies Inc	2021-12-31	Add	+0.04%	● 35.73 ($43.04) 48.36	$30.75	-28.55%	Add 28.64%	26,950	6,000
AMZN	Amazon.com Inc	2021-12-31	Add	+0.03%	● 159.49 ($171.37) 184.8	$98.13	-42.74%	Add 3.54%	32,140	55
BABA	Alibaba Group Holding Ltd	2021-12-31	Add	+0.02%	● 111.96 ($145.1) 177.7	$86.90	-40.11%	Add 0.1%	957,791	1,000
BABA	Alibaba Group Holding Ltd	2021-09-30	Add	+7.68%	● 145.08 ($182.3) 221.87	$86.90	-52.33%	Add 67.6%	956,791	385,900
GPN	Global Payments Inc	2021-09-30	Add	+4.02%	● 156.58 ($173.79) 195.16	$98.43	-43.36%	Add 31.78%	786,648	189,693
CDAY	Ceridian HCM Holding Inc	2021-09-30	Sold Out	-2.52%	● 95.31 ($105.06) 116.11	$68.51	-34.79%	Sold Out	0	-185,037
LTHM	Livent Corp	2021-09-30	Add	+1.54%	● 17.21 ($22.44) 25.84	$20.71	-7.71%	Add 13.13%	4,273,080	496,000
MSFT	Microsoft Corp	2021-09-30	Reduce	-0.99%	● 271.6 ($290.9) 305.22	$280.57	-3.55%	Reduce -3.46%	717,500	-25,700
SPG	Simon Property Group Inc	2021-09-30	Sold Out	-0.15%	● 117.19 ($130.23) 136.42	$103.48	-20.54%	Sold Out	0	-8,100
AMZN	Amazon.com Inc	2021-09-30	Reduce	-0.09%	● 159.39 ($172.56) 186.57	$98.13	-43.13%	Reduce -10.8%	31,040	-188
EL	The Estee Lauder Companies Inc	2021-09-30	Reduce	-0.08%	● 299.93 ($326.76) 344.31	$241.69	-26.03%	Reduce -18.1%	8,032	-1,775
ADBE	Adobe Inc	2021-09-30	Reduce	-0.04%	● 575.72 ($629.42) 666.59	$374.96	-40.43%	Reduce -8.56%	5,130	-480
NOW	ServiceNow Inc	2021-09-30	Reduce	-0.04%	● 545.17 ($605.78) 678.63	$432.90	-28.54%	Reduce -7.29%	6,202	-488
DT	Dynatrace Inc	2021-06-30	Add	+3.10%	● 44.52 ($52.12) 60.61	$39.13	-24.92%	Add 50.91%	1,108,600	374,000
PTON	Peloton Interactive Inc	2021-06-30	New Buy	+0.09%	● 82.62 ($106.68) 126.92	$9.53	-91.07%	New holding	5,375	5,375
STZ	Constellation Brands Inc	2021-06-30	Add	+0.06%	● 221.25 ($234.66) 243.02	$217.95	-7.12%	Add 10.83%	18,215	1,780
GPN	Global Payments Inc	2021-06-30	Add	+0.04%	● 187.52 ($201.21) 219.24	$98.43	-51.08%	Add 0.25%	596,955	1,500
EL	The Estee Lauder Companies Inc	2021-06-30	Add	+0.04%	● 288.93 ($302.88) 318.08	$241.69	-20.20%	Add 10.1%	9,807	900
GPN	Global Payments Inc	2021-03-31	Add	+7.82%	● 176.52 ($199.17) 215.55	$98.43	-50.58%	Add 72.31%	595,455	249,875
BABA	Alibaba Group Holding Ltd	2021-03-31	Reduce	-7.30%	● 222.72 ($245.98) 270.83	$86.90	-64.67%	Reduce -24.34%	570,891	-183,700
DT	Dynatrace Inc	2021-03-31	Add	+5.40%	● 39.97 ($48.58) 56.11	$39.13	-19.45%	Add 5465.15%	734,600	721,400
CDAY	Ceridian HCM Holding Inc	2021-03-31	New Buy	+2.42%	● 80.8 ($93.51) 106.6	$68.51	-26.74%	New holding	185,037	185,037
MSFT	Microsoft Corp	2021-03-31	Reduce	-0.74%	● 212.25 ($232.23) 244.99	$280.57	20.82%	Reduce -2.54%	743,200	-19,400
FND	Floor & Decor Holdings Inc	2021-03-31	Sold Out	-0.55%	● 86.14 ($97.48) 105.29	$93.09	-4.50%	Sold Out	0	-34,603
APH	Amphenol Corp	2021-03-31	New Buy	+0.54%	● 60.04 ($65.01) 67.96	$78.61	20.92%	New holding	52,940	52,940
ADSK	Autodesk Inc	2021-03-31	New Buy	+0.28%	● 253.1 ($288.65) 320.13	$200.22	-30.64%	New holding	6,470	6,470
EEFT	Euronet Worldwide Inc	2021-03-31	Add	+0.25%	● 123.3 ($144.65) 164.67	$109.39	-24.38%	Add 2.56%	469,939	11,725
PFGC	Performance Food Group Co	2021-03-31	Add	+0.24%	● 46.36 ($52.75) 59.76	$56.98	8.02%	Add 211.02%	39,500	26,800
STZ	Constellation Brands Inc	2021-03-31	Add	+0.20%	● 210.93 ($225.61) 241.27	$217.95	-3.40%	Add 53.1%	16,435	5,700
PG	Procter & Gamble Co	2021-03-31	Add	+0.19%	● 122.15 ($130.43) 140.16	$146.72	12.49%	Add 45.96%	27,850	8,770
CGNX	Cognex Corp	2021-03-31	Sold Out	-0.19%	● 75.19 ($83.47) 93.99	$48.00	-42.49%	Sold Out	0	-14,112
UBER	Uber Technologies Inc	2021-03-31	New Buy	+0.18%	● 48.11 ($55.88) 63.18	$30.75	-44.97%	New holding	20,950	20,950
SPG	Simon Property Group Inc	2021-03-31	New Buy	+0.14%	● 82.81 ($104.39) 121.01	$103.48	-0.87%	New holding	8,100	8,100
EL	The Estee Lauder Companies Inc	2021-03-31	Add	+0.11%	● 235.85 ($274.06) 295.74	$241.69	-11.81%	Add 36.57%	8,907	2,385
GOOGL	Alphabet Inc	2021-03-31	Add	+0.10%	● 86.14 ($98.69) 105.93	$105.44	6.84%	Add 86.67%	14,000	325
ECL	Ecolab Inc	2021-03-31	Add	+0.09%	● 204.51 ($212.88) 225.74	$160.36	-24.67%	Add 56.91%	7,720	2,800
NOW	ServiceNow Inc	2021-03-31	Add	+0.08%	● 464.05 ($528.89) 594.47	$432.90	-18.15%	Add 19.25%	6,690	1,080
LTHM	Livent Corp	2021-03-31	Add	+0.04%	● 15.75 ($19.67) 23.41	$20.71	5.29%	Add 0.43%	3,777,080	16,000

100/Page

Total 95

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