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Joho Capital Buys Farfetch, Microsoft Corp, Global Payments Inc, Sells Cognex Corp, Hexcel Corp, The Estee Lauder Inc

August 14, 2019 | About:

Investment company Joho Capital (Current Portfolio) buys Farfetch, Microsoft Corp, Global Payments Inc, The RealReal Inc, sells Cognex Corp, Hexcel Corp, The Estee Lauder Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Joho Capital. As of 2019Q2, Joho Capital owns 12 stocks with a total value of $653 million. These are the details of the buys and sells.

For the details of Robert Karr's stock buys and sells, go to https://www.gurufocus.com/guru/robert+karr/current-portfolio/portfolio

These are the top 5 holdings of Robert Karr
  1. Floor & Decor Holdings Inc (FND) - 3,917,428 shares, 25.14% of the total portfolio. Shares reduced by 6.57%
  2. Alibaba Group Holding Ltd (BABA) - 732,321 shares, 19.00% of the total portfolio. Shares added by 0.65%
  3. Farfetch Ltd (FTCH) - 5,206,224 shares, 16.58% of the total portfolio. Shares added by 88.10%
  4. Microsoft Corp (MSFT) - 783,000 shares, 16.06% of the total portfolio. Shares added by 91.91%
  5. Cognex Corp (CGNX) - 1,265,121 shares, 9.30% of the total portfolio. Shares reduced by 33.82%
New Purchase: Global Payments Inc (GPN)

Joho Capital initiated holding in Global Payments Inc. The purchase prices were between $135.69 and $161.76, with an estimated average price of $148.61. The stock is now traded at around $154.04. The impact to a portfolio due to this purchase was 5.08%. The holding were 207,000 shares as of .

New Purchase: The RealReal Inc (REAL)

Joho Capital initiated holding in The RealReal Inc. The purchase prices were between $28.9 and $28.9, with an estimated average price of $28.9. The stock is now traded at around $15.68. The impact to a portfolio due to this purchase was 0.09%. The holding were 20,000 shares as of .

Added: Farfetch Ltd (FTCH)

Joho Capital added to a holding in Farfetch Ltd by 88.10%. The purchase prices were between $19 and $26.95, with an estimated average price of $23.12. The stock is now traded at around $11.23. The impact to a portfolio due to this purchase was 7.77%. The holding were 5,206,224 shares as of .

Added: Microsoft Corp (MSFT)

Joho Capital added to a holding in Microsoft Corp by 91.91%. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $133.97. The impact to a portfolio due to this purchase was 7.69%. The holding were 783,000 shares as of .



Here is the complete portfolio of Robert Karr. Also check out:

1. Robert Karr's Undervalued Stocks
2. Robert Karr's Top Growth Companies, and
3. Robert Karr's High Yield stocks
4. Stocks that Robert Karr keeps buying

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