Analyzing the Fourth Quarter 2024 13F Filing

Robert Karr (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2024, providing insights into his investment moves during this period. Robert Karr (Trades, Portfolio) 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 (Trades, Portfolio). At Tiger Management (Trades, Portfolio), 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. 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.

• Warning! GuruFocus has detected 2 Warning Sign with MSFT.

Key Position Increases

Robert Karr (Trades, Portfolio) also increased stakes in a total of 1 stock, among them:

• The most notable increase was Adobe Inc (NASDAQ:ADBE), with an additional 74,200 shares, bringing the total to 189,900 shares. This adjustment represents a significant 64.13% increase in share count, a 5.72% impact on the current portfolio, with a total value of $84,444,730.

Summary of Sold Out

Robert Karr (Trades, Portfolio) completely exited 2 of the holdings in the fourth quarter of 2024, as detailed below:

• Nu Holdings Ltd (NYSE:NU): Robert Karr (Trades, Portfolio) sold all 2,131,000 shares, resulting in a -4.59% impact on the portfolio.
• Texas Roadhouse Inc (NASDAQ:TXRH): Robert Karr (Trades, Portfolio) liquidated all 1,600 shares, causing a -0.04% impact on the portfolio.

Key Position Reduces

Robert Karr (Trades, Portfolio) also reduced positions in 4 stocks. The most significant changes include:

• Reduced Microsoft Corp (NASDAQ:MSFT) by 95,500 shares, resulting in a -14.65% decrease in shares and a -6.49% impact on the portfolio. The stock traded at an average price of $426.03 during the quarter and has returned -3.25% over the past 3 months and -2.60% year-to-date.
• Reduced Uber Technologies Inc (NYSE:UBER) by 252,000 shares, resulting in a -20.26% reduction in shares and a -2.99% impact on the portfolio. The stock traded at an average price of $71.36 during the quarter and has returned 12.83% over the past 3 months and 33.11% year-to-date.

Portfolio Overview

At the fourth quarter of 2024, Robert Karr (Trades, Portfolio)'s portfolio included 10 stocks, with the top holdings comprising 40.68% in Microsoft Corp (NASDAQ:MSFT), 17.45% in Dutch Bros Inc (NYSE:BROS), 14.65% in Adobe Inc (NASDAQ:ADBE), 13.58% in Quanta Services Inc (NYSE:PWR), and 10.38% in Uber Technologies Inc (NYSE:UBER).

The holdings are mainly concentrated in 5 of the 11 industries: Technology, Consumer Cyclical, Industrials, Consumer Defensive, and Communication Services.

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.