Robert Karr

Robert Karr

Joho Capital
Last update 2020-05-14 10 Stocks (2 new)
Value $386.00 Mil Turnover 2 %
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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 %
EEFT Euronet Worldwide IncSoftware5,263.9441,8203,585New Holding0.93+0.93%0.08+11.86%-36.11%
CDAY Ceridian HCM Holding IncSoftware10,341.9460,5373,031New Holding0.79+0.79%0.04+9.18%+3.73%
BABA Alibaba Group Holding LtdRetail - Cyclical681,844.79688,471133,8940%34.700%0.03+28.30%+18.86%
LTHM Livent CorpChemicals1,036.923,652,79019,177-6.75%4.97-0.34%2.50+13.26%-17.08%
FEDU Four Seasons Education (Cayman) IncEducation55.19516,957589-12.76%0.15-0.02%1.04-12.49%-25.63%
MSFT Microsoft CorpSoftware1,607,974.90738,000116,390-17.36%30.16-3.64%0.01+16.01%+35.38%
FND Floor & Decor Holdings IncRetail - Cyclical7,019.832,395,79876,881-27.51%19.92-6.89%2.34+56.48%+33.54%
EL The Estee Lauder Companies IncConsumer Packaged Goods71,996.139,9721,589-39.28%0.41-0.20%0+16.31%-2.94%
GPN Global Payments IncBusiness Services52,316.70205,00029,567-70.71%7.66-13.47%0.07+0.15%-4.02%
CGNX Cognex CorpHardware11,618.4028,1211,187-73.99%0.31-0.67%0.02+20.64%+20%
FTCH Farfetch LtdRetail - Cyclical9,248.0200Sold Out0-0.66%0+88.17%+162.90%
NOW ServiceNow IncSoftware82,706.0800Sold Out0-2.78%0+12.93%+52.74%
SPOT Spotify Technology SAInteractive Media47,231.0700Sold Out0-3.19%0+70.31%+68.59%
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