FEDU - Tracking Robert Karr's Joho Capital Portfolio - Q2 2018 Update
This article is part of a series that provides an ongoing analysis of the changes made to Robert Karr’s 13F stock portfolio on a quarterly basis. It is based on Karr’s regulatory 13F Form filed on 08/13/2018. Please visit our Tracking Robert Karr’s Joho Capital Portfolio article for an idea of his investment philosophy and our last update for the fund’s moves during Q1 2018.
This quarter, Karr’s 13F stock portfolio value increased ~14%, from $402M to $459M. The number of holdings increased from 7 to 8. The top three positions represent ~82% of the