Tracking Robert Karr’s Joho Capital Portfolio – Q4 2019 Update
Tracking Robert Karr's Joho Capital Portfolio - Q4 2019 Update 3Robert Karr’s 13F portfolio value increased from $566M to $671M. Joho Capital increased Livent Corp. and Global Payments during the quarter. The top three positions are Floor & Décor Holdings, Alibaba Group Holdings, and Microsoft. They add up to ~68% of the portfolio. This article is part of a series that provides an ongoing analysis of the …
News story posted on 2020-02-26T13:32:00.0000000Z