Robert Karr

Robert Karr

Joho Capital
Last update 2020-02-14 11 Stocks (1 new)
Value $671.00 Mil Turnover 7 %
Guru Portfolio Report Download

Robert Karr's Portfolio

Robert Karr Current Holdings

Ticker Company Industry Market Cap $Mil Shares Value ($1000) Shares Change % Weighting % Trade Impact % % of Shares outstanding 3M Change % YTD Change %
NOW ServiceNow IncSoftware47,368.3966,00018,633New Holding2.78+2.78%0.03-14.27%-11.60%
LTHM Livent CorpChemicals691.423,917,19533,492+58.34%4.99+1.84%2.68-42.67%-44.68%
EL The Estee Lauder Companies IncConsumer Packaged Goods55,397.9616,4223,392+34.36%0.51+0.13%0-24.49%-25.17%
GPN Global Payments IncBusiness Services37,906.23700,000127,792+14.01%19.05+2.34%0.23-31.40%-30.71%
BABA Alibaba Group Holding LtdRetail - Cyclical501,963.74688,471146,0250%21.760%0.03-13.77%-11.78%
MSFT Microsoft CorpSoftware1,170,038.21893,000140,8260%20.990%0.01-2.70%-2.13%
SPOT Spotify Technology SAInteractive Media22,509.89143,21721,4180%3.190%0.08-19.92%-18.34%
CGNX Cognex CorpHardware7,004.79108,1216,0590%0.900%0.06-27.47%-27.56%
FND Floor & Decor Holdings IncRetail - Cyclical2,765.843,305,034167,929-4.07%25.03-1.27%3.23-46.16%-46.78%
FTCH Farfetch LtdRetail - Cyclical2,396.13430,0054,451-57.70%0.66-0.89%0.13-37.61%-31.88%
FEDU Four Seasons Education (Cayman) IncEducation59.60592,602948-62.59%0.14-0.32%1.19-30.64%-25%
REAL The RealReal IncRetail - Cyclical553.7700Sold Out0-0.14%0-65.29%-66.05%
20/Page
Total 12