For the details of Robert Karr's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Robert+Karr
These are the top 5 holdings of Robert Karr- Alibaba Group Holding Ltd (BABA) - 807,637 shares, 32.17% of the total portfolio. Shares reduced by 9.32%
- Cognex Corp (CGNX) - 2,266,917 shares, 30.59% of the total portfolio. Shares reduced by 26.14%
- Floor & Decor Holdings Inc (FND) - 2,951,758 shares, 21.53% of the total portfolio. Shares added by 97.09%
- Hexcel Corp (HXL) - 825,966 shares, 13.39% of the total portfolio.
- Four Seasons Education (Cayman) Inc (FEDU) - 1,900,148 shares, 1.84% of the total portfolio.
Joho Capital added to a holding in Floor & Decor Holdings Inc by 97.09%. The purchase prices were between $30.17 and $51.79, with an estimated average price of $40.79. The stock is now traded at around $31.22. The impact to a portfolio due to this purchase was 10.61%. The holding were 2,951,758 shares as of 2018-09-30.
Sold Out: Albemarle Corp (ALB)Joho Capital sold out a holding in Albemarle Corp. The sale prices were between $90.9 and $106.6, with an estimated average price of $96.75.
Sold Out: HUYA Inc (HUYA)Joho Capital sold out a holding in HUYA Inc. The sale prices were between $23.35 and $38.73, with an estimated average price of $29.77.
Reduced: Cognex Corp (CGNX)Joho Capital reduced to a holding in Cognex Corp by 26.14%. The sale prices were between $44.25 and $58.96, with an estimated average price of $51.27. The stock is now traded at around $42.04. The impact to a portfolio due to this sale was -7.79%. Joho Capital still held 2,266,917 shares as of 2018-09-30.
Here is the complete portfolio of Robert Karr. Also check out:
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