RK
	Robert Karr 13F
	Joho Capital

	Last update 2025-05-14	8 Stocks (1 new)
	Value $579.00 Mil	Turnover 7 %
	Countries: Top Holdings: MSFT(36.07%)BROS(20.47%)ADBE(14.54%)UBER(12.48%)PWR(10.06%) SEC Filings Portfolio Report

Robert Karr Profile

Robert Karr founded Joho Capital in 1996. He is one of the Tiger Cubs, the hedge fund managers who learned from the legendary Julian Robertson at Tiger Management. At Tiger Management, his main focus was Asian equities. Karr tends to hold a concentrated portfolio in the area of new technologies, with a low portfolio turnover rate.

Robert Karr Investing Philosophy

Karr believes in the value of a simplistic approach to investing, focusing on a small number of long-term investments in order to conduct more in-depth research on each of the portfolio holdings.

Robert Karr Portfolio and Latest Trades

Ticker
Ticker
TSM
ADBE
PWR
BMBL
STZ
ANSS
MSFT
ADBE
NU
UBER
PWR
BMBL
TXRH
SHLS
BROS
ADBE
STZ
TXRH
NXT
SHLS
UBER
ADBE
BMBL
MTCH
STZ
ADSK
MCD
ADBE
SHLS
BROS
NXT
NU
RIVN
MTCH
BMBL
INTU
ADSK
ADBE
GOOG
SHLS
INTU
MSFT
SEDG
RIVN
EL
ANSS
MCD
APH
ADSK
NXT
PWR
UBER
BROS
EEFT
UBER
ALTM Unlock Delisted
GOOG
SEDG
BROS
ARRY
CGNX
NXT

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
TSM	Taiwan Semiconductor Manufacturing Co Ltd Taiwan Semiconductor Manufacturing Co Ltd	2025-03-31	New Buy New Buy	+4.82%	● 165.25 ($194.34) 224.62	$226.49	16.54%	New holding	168,000	168,000
ADBE	Adobe Inc	2025-03-31	Add Add	+1.96%	● 377.84 ($428.84) 464.11	$386.88	-9.78%	Add 15.53%	219,400	29,500
PWR	Quanta Services Inc	2025-03-31	Reduce Reduce	-1.01%	● 236.71 ($288.97) 358.03	$378.08	30.84%	Reduce -7.45%	229,193	-18,450
BMBL	Bumble Inc	2025-03-31	Sold Out Sold Out	-0.95%	● 4.3 ($6.51) 8.64	$6.59	1.23%	Sold Out	0	-675,000
STZ	Constellation Brands Inc	2025-03-31	Sold Out Sold Out	-0.38%	● 161.05 ($181.67) 222.93	$162.68	-10.45%	Sold Out	0	-9,815
ANSS	Ansys Inc	2025-03-31	Sold Out Sold Out	-0.31%	● 316.56 ($335.47) 360.36	$351.22	4.69%	Sold Out	0	-5,230
MSFT	Microsoft Corp	2024-12-31	Reduce Reduce	-6.49%	● 406.35 ($426.03) 454.46	$497.41	16.75%	Reduce -14.65%	556,200	-95,500
ADBE	Adobe Inc	2024-12-31	Add Add	+5.72%	● 437.39 ($495) 552.96	$386.88	-21.84%	Add 64.13%	189,900	74,200
NU	Nu Holdings Ltd	2024-12-31	Sold Out Sold Out	-4.59%	● 10.24 ($13.3) 15.89	$13.72	3.16%	Sold Out	0	-2,131,000
UBER	Uber Technologies Inc	2024-12-31	Reduce Reduce	-2.99%	● 59.93 ($71.36) 86.34	$93.30	30.75%	Reduce -20.26%	991,900	-252,000
PWR	Quanta Services Inc	2024-12-31	Reduce Reduce	-2.00%	● 298.4 ($322.11) 346.6	$378.08	17.38%	Reduce -14.65%	247,643	-42,500
BMBL	Bumble Inc	2024-12-31	Reduce Reduce	-0.68%	● 6.38 ($7.74) 9.08	$6.59	-14.86%	Reduce -50%	675,000	-675,000
TXRH	Texas Roadhouse Inc	2024-12-31	Sold Out Sold Out	-0.04%	● 174.04 ($188.38) 205.27	$187.41	-0.51%	Sold Out	0	-1,600
SHLS	Shoals Technologies Group Inc	2024-09-30	Sold Out Sold Out	-8.51%	● 5.1 ($5.98) 7.06	$4.24	-29.10%	Sold Out	0	-9,642,545
BROS	Dutch Bros Inc	2024-09-30	Add Add	+2.81%	● 29.1 ($35.25) 42.81	$68.37	93.96%	Add 40.67%	1,919,514	555,000
ADBE	Adobe Inc	2024-09-30	Reduce Reduce	-2.12%	● 508.13 ($548.46) 586.55	$386.88	-29.46%	Reduce -18.92%	115,700	-27,000
STZ	Constellation Brands Inc	2024-09-30	Reduce Reduce	-0.08%	● 236.42 ($247.87) 259.82	$162.68	-34.37%	Reduce -18.98%	9,815	-2,300
TXRH	Texas Roadhouse Inc	2024-09-30	New Buy New Buy	+0.04%	● 159.84 ($168.72) 178.33	$187.41	11.08%	New holding	1,600	1,600
NXT	NEXTracker Inc	2024-06-30	Sold Out Sold Out	-4.46%	● 42.25 ($49.73) 60.53	$54.39	9.37%	Sold Out	0	-571,669
SHLS	Shoals Technologies Group Inc	2024-06-30	Add Add	+2.84%	● 6.24 ($7.98) 11.38	$4.24	-46.87%	Add 50.11%	9,642,545	3,219,000
UBER	Uber Technologies Inc	2024-06-30	Add Add	+2.31%	● 63.52 ($69.5) 77.16	$93.30	34.24%	Add 22.08%	1,243,900	225,000
ADBE	Adobe Inc	2024-06-30	Reduce Reduce	-2.19%	● 439.02 ($484.22) 555.54	$386.88	-20.10%	Reduce -17.99%	142,700	-31,300
BMBL	Bumble Inc	2024-06-30	Add Add	+1.19%	● 9.9 ($10.89) 12.3	$6.59	-39.49%	Add 145.45%	1,350,000	800,000
MTCH	Match Group Inc	2024-06-30	Sold Out Sold Out	-0.94%	● 29.35 ($31.59) 35.91	$30.89	-2.22%	Sold Out	0	-186,000
STZ	Constellation Brands Inc	2024-06-30	Reduce Reduce	-0.23%	● 243.97 ($257.19) 268.34	$162.68	-36.75%	Reduce -33.49%	12,115	-6,100
ADSK	Autodesk Inc	2024-06-30	Sold Out Sold Out	-0.22%	● 199.93 ($224.64) 259.44	$309.57	37.81%	Sold Out	0	-6,020
MCD	McDonald's Corp	2024-06-30	Sold Out Sold Out	-0.16%	● 249.37 ($265.3) 280.22	$292.17	10.13%	Sold Out	0	-4,200
ADBE	Adobe Inc	2024-03-31	Add Add	+6.35%	● 492.46 ($573.19) 634.76	$386.88	-32.50%	Add 108.88%	174,000	90,700
SHLS	Shoals Technologies Group Inc	2024-03-31	Add Add	+5.25%	● 11.14 ($13.75) 17.02	$4.24	-69.16%	Add 111.58%	6,423,545	3,387,539
BROS	Dutch Bros Inc	2024-03-31	Add Add	+5.07%	● 25.75 ($29.51) 35.62	$68.37	131.68%	Add 428.88%	1,364,514	1,106,511
NXT	NEXTracker Inc	2024-03-31	Reduce Reduce	-2.25%	● 41.19 ($53.2) 60.89	$54.39	2.24%	Reduce -31.67%	571,669	-265,000
NU	Nu Holdings Ltd	2024-03-31	Add Add	+1.63%	● 8.09 ($10.21) 12.25	$13.72	34.38%	Add 85.3%	2,131,000	981,000
RIVN	Rivian Automotive Inc	2024-03-31	Sold Out Sold Out	-1.56%	● 10.07 ($14.41) 21.1	$13.74	-4.65%	Sold Out	0	-367,000
MTCH	Match Group Inc	2024-03-31	New Buy New Buy	+0.94%	● 33.29 ($36.15) 39.04	$30.89	-14.55%	New holding	186,000	186,000
BMBL	Bumble Inc	2024-03-31	New Buy New Buy	+0.87%	● 10.49 ($12.75) 14.5	$6.59	-48.31%	New holding	550,000	550,000
INTU	Intuit Inc	2024-03-31	Sold Out Sold Out	-0.30%	● 586.82 ($638.33) 669.36	$787.63	23.39%	Sold Out	0	-2,638
ADSK	Autodesk Inc	2024-03-31	Reduce Reduce	-0.17%	● 227.19 ($253.04) 266.68	$309.57	22.34%	Reduce -39.31%	6,020	-3,900
ADBE	Adobe Inc	2023-12-31	New Buy New Buy	+9.01%	● 507.03 ($576.76) 633.66	$386.88	-32.92%	New holding	83,300	83,300
GOOG	Alphabet Inc	2023-12-31	Sold Out Sold Out	-7.43%	● 123.4 ($135.69) 142.82	$177.39	30.73%	Sold Out	0	-250,300
SHLS	Shoals Technologies Group Inc	2023-12-31	Add Add	+5.38%	● 12.95 ($15.13) 17.62	$4.24	-71.98%	Add 169.75%	3,036,006	1,910,518
INTU	Intuit Inc	2023-12-31	Reduce Reduce	-4.73%	● 479.45 ($551.59) 629.12	$787.63	42.79%	Reduce -93.97%	2,638	-41,092
MSFT	Microsoft Corp	2023-12-31	Add Add	+4.15%	● 313.39 ($355.93) 382.7	$497.41	39.75%	Add 10.31%	651,700	60,900
SEDG	SolarEdge Technologies Inc	2023-12-31	Sold Out Sold Out	-1.65%	● 70.33 ($91.03) 127.65	$20.38	-77.61%	Sold Out	0	-56,750
RIVN	Rivian Automotive Inc	2023-12-31	Reduce Reduce	-0.74%	● 15.33 ($18.8) 24.35	$13.74	-26.91%	Reduce -26.89%	367,000	-135,000
EL	The Estee Lauder Companies Inc	2023-12-31	Sold Out Sold Out	-0.38%	● 104.51 ($132.72) 149.02	$80.80	-39.12%	Sold Out	0	-11,802
ANSS	Ansys Inc	2023-12-31	New Buy New Buy	+0.34%	● 268.79 ($296.17) 362.88	$351.22	18.59%	New holding	5,230	5,230
MCD	McDonald's Corp	2023-12-31	New Buy New Buy	+0.23%	● 246.19 ($272.17) 296.51	$292.17	7.35%	New holding	4,200	4,200
APH	Amphenol Corp	2023-12-31	Add Add	+0.20%	● 39.59 ($44.17) 49.75	$98.75	123.57%	Add 38.95%	78,480	11,000
ADSK	Autodesk Inc	2023-12-31	Reduce Reduce	-0.20%	● 195.15 ($215.94) 245.11	$309.57	43.36%	Reduce -30.24%	9,920	-4,300
NXT	NEXTracker Inc	2023-12-31	Add Add	+0.15%	● 33.05 ($39.13) 49.38	$54.39	39.00%	Add 2.14%	836,669	17,500
PWR	Quanta Services Inc	2023-12-31	Add Add	+0.11%	● 159.62 ($184.77) 217.71	$378.08	104.62%	Add 0.97%	290,143	2,800
UBER	Uber Technologies Inc	2023-12-31	Add Add	+0.10%	● 40.62 ($52.31) 63.28	$93.30	78.36%	Add 0.88%	1,018,900	8,900
BROS	Dutch Bros Inc	2023-12-31	Add Add	+0.02%	● 23.14 ($27.24) 32	$68.37	150.99%	Add 1.26%	258,003	3,200
EEFT	Euronet Worldwide Inc	2023-09-30	Sold Out Sold Out	-8.57%	● 78.58 ($92.9) 119.18	$101.30	9.04%	Sold Out	0	-363,659
UBER	Uber Technologies Inc	2023-09-30	Add Add	+5.92%	● 42.11 ($45.68) 49.46	$93.30	104.25%	Add 130.59%	1,010,000	572,000
ALTM Unlock Delisted	Livent Corp	2023-09-30	Sold Out Sold Out	-3.91%	● 7.1 ($9.51) 12	$5.84	-38.59%	Sold Out	0	-710,000
GOOG	Alphabet Inc	2023-09-30	Add Add	+2.94%	● 116.87 ($130.02) 138.99	$177.39	36.43%	Add 65.43%	250,300	99,000
SEDG	SolarEdge Technologies Inc	2023-09-30	Reduce Reduce	-1.53%	● 127.27 ($191.85) 283.85	$20.38	-89.38%	Reduce -33.24%	56,750	-28,250
BROS	Dutch Bros Inc	2023-09-30	New Buy New Buy	+1.33%	● 22.81 ($28.49) 33.58	$68.37	139.98%	New holding	254,803	254,803
ARRY	Array Technologies Inc	2023-09-30	Sold Out Sold Out	-0.65%	● 17.75 ($21.72) 26.32	$5.88	-72.95%	Sold Out	0	-142,734
CGNX	Cognex Corp	2023-09-30	Sold Out Sold Out	-0.14%	● 41.86 ($49.17) 58.93	$31.72	-35.49%	Sold Out	0	-12,100
NXT	NEXTracker Inc	2023-09-30	Add Add	+0.10%	● 36.48 ($40.48) 44.19	$54.39	34.36%	Add 1.36%	819,169	11,000

100/Page

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