Robert Karr – Joho Capital Portfolio Activity & Recent Trades (Jun 30, 2025)

As of Jun 30, 2025, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2025, the filing reported:

New Buys – Monday.com (MNDY)

Increases – Taiwan Semiconductor Manufactur (TSM)

Reductions – Adobe Inc. (ADBE), Dutch Bros Inc. (BROS)

Complete Exits – None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Joho Capital Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q3 2021Sep 30, 2021	DAY Dayforce, Inc.	Dayforce, Inc.	Sell - Position Exit	-185,037-100.0%	$0.00	-
Q2 2021Jun 30, 2021	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy	+374,000+50.9%	$64.76K	1,108,600
Q2 2021Jun 30, 2021	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy - Position Entry	+5,375	$667.00	5,375
Q2 2021Jun 30, 2021	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Buy	+1,780+10.8%	$4.26K	18,215
Q2 2021Jun 30, 2021	GPN Global Payments Inc.	Global Payments Inc.	Buy	+1,500+0.3%	$111.95K	596,955
Q2 2021Jun 30, 2021	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+900+10.1%	$3.12K	9,807
Q1 2021Mar 31, 2021	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy	+721,400+5465.2%	$35.44K	734,600
Q1 2021Mar 31, 2021	GPN Global Payments Inc.	Global Payments Inc.	Buy	+249,875+72.3%	$120.03K	595,455
Q1 2021Mar 31, 2021	DAY Dayforce, Inc.	Dayforce, Inc.	Buy - Position Entry	+185,037	$15.59K	185,037
Q1 2021Mar 31, 2021	APH Amphenol Corporation	Amphenol Corporation	Buy - Position Entry	+52,940	$3.49K	52,940
Q1 2021Mar 31, 2021	PFGC Performance Food Group Company	Performance Food Group Company	Buy	+26,800+211.0%	$2.28K	39,500
Q1 2021Mar 31, 2021	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy - Position Entry	+20,950	$1.14K	20,950
Q1 2021Mar 31, 2021	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+11,725+2.6%	$64.99K	469,939
Q1 2021Mar 31, 2021	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+8,770+46.0%	$3.77K	27,850
Q1 2021Mar 31, 2021	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Buy - Position Entry	+8,100	$922.00	8,100
Q1 2021Mar 31, 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+6,470	$1.79K	6,470
Q1 2021Mar 31, 2021	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Buy	+5,700+53.1%	$3.75K	16,435
Q1 2021Mar 31, 2021	ECL Ecolab Inc.	Ecolab Inc.	Buy	+2,800+56.9%	$1.65K	7,720
Q1 2021Mar 31, 2021	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+2,385+36.6%	$2.59K	8,907
Q1 2021Mar 31, 2021	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+1,080+19.3%	$3.35K	6,690
Q1 2021Mar 31, 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+325+86.7%	$1.44K	700
Q1 2021Mar 31, 2021	CGNX Cognex Corporation	Cognex Corporation	Sell - Position Exit	-14,112-100.0%	$0.00	-
Q1 2021Mar 31, 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-19,400-2.5%	$175.22K	743,200
Q1 2021Mar 31, 2021	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell - Position Exit	-34,603-100.0%	$0.00	-
Q1 2021Mar 31, 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-183,700-24.3%	$129.44K	570,891
Q4 2020Dec 31, 2020	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+173,000+60.7%	$66.40K	458,214
Q4 2020Dec 31, 2020	GPN Global Payments Inc.	Global Payments Inc.	Buy	+89,620+35.0%	$74.44K	345,580
Q4 2020Dec 31, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+24,600+3.3%	$169.62K	762,600
Q4 2020Dec 31, 2020	CGNX Cognex Corporation	Cognex Corporation	Buy - Position Entry	+14,112	$1.13K	14,112
Q4 2020Dec 31, 2020	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy - Position Entry	+13,200	$571.00	13,200

Page 6 of 13 • 386 total trades

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