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

Aug 14, 2019

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.

New Purchases: GPN, REAL,
Added Positions: FTCH, MSFT,
Reduced Positions: CGNX, HXL, FND, EL, FEDU,

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

Floor & Decor Holdings Inc (FND) - 3,917,428 shares, 25.14% of the total portfolio. Shares reduced by 6.57%
Alibaba Group Holding Ltd (BABA) - 732,321 shares, 19.00% of the total portfolio. Shares added by 0.65%
Farfetch Ltd (FTCH) - 5,206,224 shares, 16.58% of the total portfolio. Shares added by 88.10%
Microsoft Corp (MSFT) - 783,000 shares, 16.06% of the total portfolio. Shares added by 91.91%
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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