Robert Karr - Joho Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 8 | |
| Portfolio Value | $578.89M |
Joho Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2024Jun 30, 2024 | ADSK Autodesk, Inc. | Sell - Position Exit | -6,020-100.0% |
Q2 2024Jun 30, 2024 | STZ Constellation Brands, Inc. | Sell | -6,100-33.5% |
Q2 2024Jun 30, 2024 | ADBE Adobe Inc. | Sell | -31,300-18.0% |
Q2 2024Jun 30, 2024 | MTCH Match Group, Inc. | Sell - Position Exit | -186,000-100.0% |
Q2 2024Jun 30, 2024 | NXT Nextracker Inc. | Sell - Position Exit | -571,669-100.0% |
Q1 2024Mar 31, 2024 | SHLS Shoals Technologies Group, Inc. | Buy | +3,387,539+111.6% |
Q1 2024Mar 31, 2024 | BROS Dutch Bros Inc. | Buy | +1,106,511+428.9% |
Q1 2024Mar 31, 2024 | BMBL Bumble Inc. | Buy - Position Entry | +550,000 |
Q1 2024Mar 31, 2024 | MTCH Match Group, Inc. | Buy - Position Entry | +186,000 |
Q1 2024Mar 31, 2024 | ADBE Adobe Inc. | Buy | +90,700+108.9% |
Q1 2024Mar 31, 2024 | INTU Intuit Inc. | Sell - Position Exit | -2,638-100.0% |
Q1 2024Mar 31, 2024 | ADSK Autodesk, Inc. | Sell | -3,900-39.3% |
Q1 2024Mar 31, 2024 | NXT Nextracker Inc. | Sell | -265,000-31.7% |
Q1 2024Mar 31, 2024 | RIVN Rivian Automotive, Inc. | Sell - Position Exit | -367,000-100.0% |
Q4 2023Dec 31, 2023 | SHLS Shoals Technologies Group, Inc. | Buy | +1,910,518+169.8% |
Q4 2023Dec 31, 2023 | ADBE Adobe Inc. | Buy - Position Entry | +83,300 |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Buy | +60,900+10.3% |
Q4 2023Dec 31, 2023 | NXT Nextracker Inc. | Buy | +17,500+2.1% |
Q4 2023Dec 31, 2023 | APH Amphenol Corporation | Buy | +11,000+39.0% |
Q4 2023Dec 31, 2023 | UBER Uber Technologies, Inc. | Buy | +8,900+0.9% |
Q4 2023Dec 31, 2023 | ANSS ANSYS, Inc. | Buy - Position Entry | +5,230 |
Q4 2023Dec 31, 2023 | MCD McDonald's Corporation | Buy - Position Entry | +4,200 |
Q4 2023Dec 31, 2023 | BROS Dutch Bros Inc. | Buy | +3,200+1.3% |
Q4 2023Dec 31, 2023 | PWR Quanta Services, Inc. | Buy | +2,800+1.0% |
Q4 2023Dec 31, 2023 | ADSK Autodesk, Inc. | Sell | -4,300-30.2% |
Q4 2023Dec 31, 2023 | EL Estee Lauder Companies, Inc. (T | Sell - Position Exit | -11,802-100.0% |
Q4 2023Dec 31, 2023 | INTU Intuit Inc. | Sell | -41,092-94.0% |
Q4 2023Dec 31, 2023 | SEDG SolarEdge Technologies, Inc. | Sell - Position Exit | -56,750-100.0% |
Q4 2023Dec 31, 2023 | RIVN Rivian Automotive, Inc. | Sell | -135,000-26.9% |
Q4 2023Dec 31, 2023 | GOOG Alphabet Inc. | Sell - Position Exit | -250,300-100.0% |