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FEDU - Tracking Robert Karr's Joho Capital Portfolio - Q2 2019 Update
Four Seasons Education Inc. American Depositary Shares each two ADSs representing one
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 08/14/2019. Please visit our Tracking Robert Karr’s Joho Capital Portfolio article for an idea on his investment philosophy and our last update for the fund’s moves during Q1 2019.
This quarter, Karr’s 13F stock portfolio value increased ~10% from $593M to $653M. The number of holdings increased from 10 to 12. The top three positions represent ~61% of the