Latest news with #RobertKarr
Yahoo
20 hours ago
- Business
- Yahoo
Robert Karr's Strategic Moves: Adobe Inc. Sees a Significant Reduction
Exploring the Latest 13F Filing and Portfolio Adjustments Robert Karr (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, 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 7 Warning Sign with MSFT. Summary of New Buy Robert Karr (Trades, Portfolio) added a total of 1 stock, among them: The most significant addition was Ltd (NASDAQ:MNDY), with 50,000 shares, accounting for 2.21% of the portfolio and a total value of $15.72 million. Key Position Increases Robert Karr (Trades, Portfolio) also increased stakes in a total of 1 stock, among them: The most notable increase was Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with an additional 81,100 shares, bringing the total to 249,100 shares. This adjustment represents a significant 48.27% increase in share count, a 2.59% impact on the current portfolio, with a total value of $56,418,660. Key Position Reduces Robert Karr (Trades, Portfolio) also reduced positions in 2 stocks. The most significant changes include: Reduced Adobe Inc (NASDAQ:ADBE) by 88,800 shares, resulting in a -40.47% decrease in shares and a -5.88% impact on the portfolio. The stock traded at an average price of $385.29 during the quarter and has returned -12.51% over the past 3 months and -20.38% year-to-date. Reduced Dutch Bros Inc (NYSE:BROS) by 164,725 shares, resulting in a -8.58% reduction in shares and a -1.76% impact on the portfolio. The stock traded at an average price of $65.18 during the quarter and has returned -12.16% over the past 3 months and 20.12% year-to-date. Portfolio Overview At the second quarter of 2025, Robert Karr (Trades, Portfolio)'s portfolio included 9 stocks, with top holdings comprising 38.97% in Microsoft Corp (NASDAQ:MSFT), 16.9% in Dutch Bros Inc (NYSE:BROS), 13.04% in Uber Technologies Inc (NYSE:UBER), 12.21% in Quanta Services Inc (NYSE:PWR), and 7.95% in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM). The holdings are mainly concentrated in 4 of the 11 industries: Technology, Consumer Cyclical, Industrials, and Consumer Defensive. 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. This article first appeared on GuruFocus.
Hamilton Spectator
24-07-2025
- Automotive
- Hamilton Spectator
STAR Systems International's New Eagle Transponder and Titan Pro Lead the Way in Gen2V3 Solutions for Next-Generation Tolling
SINGAPORE, July 24, 2025 (GLOBE NEWSWIRE) — STAR Systems International, a global leader in automatic vehicle identification (AVI) solutions, proudly announces the launch of its next-generation Gen2V3-compatible tolling technology, setting new benchmarks for performance, speed, and reliability. Gen2V3 is the next evolution of the ISO/IEC 18000-63 (also known as '6C') communications protocol and introduces significant improvements over the current Gen2V2/6C standard, making it a powerful advancement for next-generation toll systems. STAR Systems' Titan Pro high-performance reader and Eagle transponder are among the first products in the tolling market to support the new Gen2V3 technology. By implementing new Gen2V3 features, STAR Systems is ready to deliver future-ready solutions that meet the evolving demands of the tolling industry. With Gen2V3's streamlined communication, improved filtering, and optimizations to handle 'fringe' tags, the Titan Pro can identify transponders more efficiently and prioritize stronger signals in high-interference environments, making the Gen2V3 protocol ideal for tolling. These enhancements work in tandem with the advanced design of the Gen2V3 Eagle transponder to ensure exceptional performance with the Titan Pro. Having the capability to support the current Gen2V2 standard as well as the new Gen2V3 standard, the Titan Pro allows agencies and integrators to transition cost-effectively to next-generation tolling systems as the technology evolves. STAR Systems' new Eagle transponder is among the first to be powered by a Gen2V3 chip and is specifically designed for tolling and AVI applications. The Eagle transponder delivers exceptional read performance and superior communication reliability. New robust filtering capabilities ensure that Eagle tags are read accurately and efficiently even in high-traffic environments. The Eagle is a dual frequency transponder with both ultra-high frequency (UHF) and high frequency (HF) capabilities, broadening its application range across various AVI applications. 'The new features in Gen2V3 make it ideal for open road, high-speed, and high-volume tolling operations where precision and reliability are paramount,' said Robert Karr, CEO of STAR Systems International. 'With our Gen2V3-capable Titan Pro reader and Eagle transponder, we are continuing to move forward and drive performance while lowering operational costs for tolling agencies.' For more information about the Titan Pro, the new Eagle transponder, Gen2V3, and other AVI solutions that STAR Systems International offers, please contact STAR Systems at salesinquiry@ . About STAR Systems International Founded in 2013, STAR Systems International is a world leader in Automatic Vehicle Identification Technologies. STAR Systems focuses on providing best-in-class transponders, readers and professional consulting services for Smart City Initiatives, including Electronic Tolling (ETC), Congestion/Road Use Charging, Electronic Vehicle Registration (EVR), Express/HOT Lane, Fleet Management, Parking and Secure Access Control applications. STAR Systems strives to ensure customer success by leveraging the Company's technical expertise and implementation experience. For more information, please visit . Media Contact Zhihan Chen +(1) 469-838-2649 A photo accompanying this announcement is available at
Yahoo
14-05-2025
- Business
- Yahoo
Robert Karr's Strategic Move: Taiwan Semiconductor Manufacturing Co Ltd Takes Center Stage
Warning! GuruFocus has detected 3 Warning Sign with MSFT. Robert Karr (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, 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. Robert Karr (Trades, Portfolio) added a total of 1 stock, among them: The most significant addition was Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with 168,000 shares, accounting for 4.82% of the portfolio and a total value of $27.888 million. 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 29,500 shares, bringing the total to 219,400 shares. This adjustment represents a significant 15.53% increase in share count, a 1.96% impact on the current portfolio, with a total value of $84,146,480. Robert Karr (Trades, Portfolio) completely exited 3 of the holdings in the first quarter of 2025, as detailed below: Bumble Inc (NASDAQ:BMBL): Robert Karr (Trades, Portfolio) sold all 675,000 shares, resulting in a -0.95% impact on the portfolio. Constellation Brands Inc (NYSE:STZ): Robert Karr (Trades, Portfolio) liquidated all 9,815 shares, causing a -0.38% impact on the portfolio. Robert Karr (Trades, Portfolio) also reduced position in 1 stock. The most significant changes include: Reduced Quanta Services Inc (NYSE:PWR) by 18,450 shares, resulting in a -7.45% decrease in shares and a -1.01% impact on the portfolio. The stock traded at an average price of $288.97 during the quarter and has returned 20.80% over the past 3 months and 9.13% year-to-date. At the first quarter of 2025, Robert Karr (Trades, Portfolio)'s portfolio included 8 stocks, the top holdings included 36.07% in Microsoft Corp (NASDAQ:MSFT), 20.47% in Dutch Bros Inc (NYSE:BROS), 14.54% in Adobe Inc (NASDAQ:ADBE), 12.48% in Uber Technologies Inc (NYSE:UBER), 10.06% in Quanta Services Inc (NYSE:PWR). The holdings are mainly concentrated in 4 of all the 11 industries: Technology, Consumer Cyclical, Industrials, Consumer Defensive. 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. This article first appeared on GuruFocus.
Yahoo
14-05-2025
- Business
- Yahoo
Robert Karr's Strategic Move: Taiwan Semiconductor Manufacturing Co Ltd Takes Center Stage
Warning! GuruFocus has detected 3 Warning Sign with MSFT. Robert Karr (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, 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. Robert Karr (Trades, Portfolio) added a total of 1 stock, among them: The most significant addition was Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with 168,000 shares, accounting for 4.82% of the portfolio and a total value of $27.888 million. 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 29,500 shares, bringing the total to 219,400 shares. This adjustment represents a significant 15.53% increase in share count, a 1.96% impact on the current portfolio, with a total value of $84,146,480. Robert Karr (Trades, Portfolio) completely exited 3 of the holdings in the first quarter of 2025, as detailed below: Bumble Inc (NASDAQ:BMBL): Robert Karr (Trades, Portfolio) sold all 675,000 shares, resulting in a -0.95% impact on the portfolio. Constellation Brands Inc (NYSE:STZ): Robert Karr (Trades, Portfolio) liquidated all 9,815 shares, causing a -0.38% impact on the portfolio. Robert Karr (Trades, Portfolio) also reduced position in 1 stock. The most significant changes include: Reduced Quanta Services Inc (NYSE:PWR) by 18,450 shares, resulting in a -7.45% decrease in shares and a -1.01% impact on the portfolio. The stock traded at an average price of $288.97 during the quarter and has returned 20.80% over the past 3 months and 9.13% year-to-date. At the first quarter of 2025, Robert Karr (Trades, Portfolio)'s portfolio included 8 stocks, the top holdings included 36.07% in Microsoft Corp (NASDAQ:MSFT), 20.47% in Dutch Bros Inc (NYSE:BROS), 14.54% in Adobe Inc (NASDAQ:ADBE), 12.48% in Uber Technologies Inc (NYSE:UBER), 10.06% in Quanta Services Inc (NYSE:PWR). The holdings are mainly concentrated in 4 of all the 11 industries: Technology, Consumer Cyclical, Industrials, Consumer Defensive. 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. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
Robert Karr's Strategic Move: Taiwan Semiconductor Manufacturing Co Ltd Takes Center Stage
Warning! GuruFocus has detected 3 Warning Sign with MSFT. Robert Karr (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, 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. Robert Karr (Trades, Portfolio) added a total of 1 stock, among them: The most significant addition was Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with 168,000 shares, accounting for 4.82% of the portfolio and a total value of $27.888 million. 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 29,500 shares, bringing the total to 219,400 shares. This adjustment represents a significant 15.53% increase in share count, a 1.96% impact on the current portfolio, with a total value of $84,146,480. Robert Karr (Trades, Portfolio) completely exited 3 of the holdings in the first quarter of 2025, as detailed below: Bumble Inc (NASDAQ:BMBL): Robert Karr (Trades, Portfolio) sold all 675,000 shares, resulting in a -0.95% impact on the portfolio. Constellation Brands Inc (NYSE:STZ): Robert Karr (Trades, Portfolio) liquidated all 9,815 shares, causing a -0.38% impact on the portfolio. Robert Karr (Trades, Portfolio) also reduced position in 1 stock. The most significant changes include: Reduced Quanta Services Inc (NYSE:PWR) by 18,450 shares, resulting in a -7.45% decrease in shares and a -1.01% impact on the portfolio. The stock traded at an average price of $288.97 during the quarter and has returned 20.80% over the past 3 months and 9.13% year-to-date. At the first quarter of 2025, Robert Karr (Trades, Portfolio)'s portfolio included 8 stocks, the top holdings included 36.07% in Microsoft Corp (NASDAQ:MSFT), 20.47% in Dutch Bros Inc (NYSE:BROS), 14.54% in Adobe Inc (NASDAQ:ADBE), 12.48% in Uber Technologies Inc (NYSE:UBER), 10.06% in Quanta Services Inc (NYSE:PWR). The holdings are mainly concentrated in 4 of all the 11 industries: Technology, Consumer Cyclical, Industrials, Consumer Defensive. 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. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
