Robert Karr
Joho Capital LLC
·
CIK
1106500
Hedge fund manager known for his expertise in investing in Asian markets and his focus on identifying high-growth companies with strong competitive advantages.
14 8月 2024
最終更新
AUM
$706.89M保有銘柄
16ROI %
14.65%QoQ%
-2.76%平均保有期間
2y
セクター別内訳
トップ投資
パフォーマンス
保有銘柄
S&P 500
株式
16
オプション
0
銘柄
名前
株式
株式価値
% ポートフォリオ
変化
変動 %
履歴
平均買付価格
現在の価格
報告日
MSFT
Microsoft Corporation
651.7K
$291.28M
41.21%
-
-
$153.29(191.57%)
$446.95
30 Jun 2024
UBER
Uber Technologies Inc
1.24M
$90.41M
12.79%
225K
22.08%
$50.12(45.01%)
$72.68
30 Jun 2024
ADBE
Adobe Systems Incorporated
142.7K
$79.28M
11.21%
-31.3K
-17.99%
$547.99(1.38%)
$555.54
30 Jun 2024
PWR
Quanta Services Inc
290.14K
$73.72M
10.43%
-
-
$153.04(66.03%)
$254.09
30 Jun 2024
SHLS
Shoals Technologies Group Inc
9.64M
$60.17M
8.51%
3.22M
50.11%
$12(-48.00%)
$6.24
30 Jun 2024
BROS
Dutch Bros Inc
1.36M
$56.49M
7.99%
-
-
$32.74(26.45%)
$41.4
30 Jun 2024
NU
Nu Holdings Ltd
2.13M
$27.47M
3.89%
-
-
$9.75(32.21%)
$12.89
30 Jun 2024
BMBL
Bumble Inc
1.35M
$14.19M
2.01%
800K
145.45%
$10.85(-3.13%)
$10.51
30 Jun 2024
APH
Amphenol Corporation
78.48K
$5.29M
0.75%
-
-
$37.63(79.03%)
$67.37
30 Jun 2024
PG
Procter & Gamble Company
23.05K
$3.8M
0.54%
-
-
$137.87(19.62%)
$164.92
30 Jun 2024
STZ
Constellation Brands Inc Class A
12.12K
$3.12M
0.44%
-6.1K
-33.49%
$223.32(15.21%)
$257.28
30 Jun 2024
ANSS
ANSYS Inc
5.23K
$1.68M
0.24%
-
-
$362.88(-11.40%)
$321.5
30 Jun 2024
ADSK
Autodesk Inc
-
-
-
-6.02K
-100.00%
$227.9(14.27%)
$260.42
30 Jun 2024
MCD
McDonald’s Corporation
-
-
-
-4.2K
-100.00%
$296.51(-4.91%)
$281.95
30 Jun 2024
MTCH
Match Group Inc
-
-
-
-186K
-100.00%
$36.28(0.00%)
$36.28
30 Jun 2024
NXT
Nextracker Inc. Class A Common Stock
-
-
-
-571.67K
-100.00%
$39.96(40.82%)
$56.27
30 Jun 2024
