Robert Karr - Joho Capital Portfolio

Period Date  Mar 31, 2025
Filing Date  May 14, 2025
Total Stocks  8
Portfolio Value  $578.89M

Joho Capital Activity

DateSymbolTypeQuantity
Q4 2022Dec 31, 2022
SEDG
SolarEdge Technologies, Inc.
Buy - Position Entry
+85,000
Q4 2022Dec 31, 2022
ADSK
Autodesk, Inc.
Sell
-3,100-14.6%
Q4 2022Dec 31, 2022
GNRC
Generac Holdlings Inc.
Sell - Position Exit
-3,830-100.0%
Q4 2022Dec 31, 2022
APH
Amphenol Corporation
Sell
-8,800-16.6%
Q4 2022Dec 31, 2022
ECL
Ecolab Inc.
Sell - Position Exit
-9,420-100.0%
Q4 2022Dec 31, 2022
EEFT
Euronet Worldwide, Inc.
Sell
-190,531-31.5%
Q4 2022Dec 31, 2022
BABA
Alibaba Group Holding Limited
Sell - Position Exit
-479,571-100.0%
Q3 2022Sep 30, 2022
RIVN
Rivian Automotive, Inc.
Buy - Position Entry
+225,800
Q3 2022Sep 30, 2022
EEFT
Euronet Worldwide, Inc.
Buy
+49,761+9.0%
Q3 2022Sep 30, 2022
INTU
Intuit Inc.
Buy - Position Entry
+44,100
Q3 2022Sep 30, 2022
GNRC
Generac Holdlings Inc.
Buy - Position Entry
+3,830
Q3 2022Sep 30, 2022
GPN
Global Payments Inc.
Sell - Position Exit
-242,860-100.0%
Q3 2022Sep 30, 2022
BABA
Alibaba Group Holding Limited
Sell
-345,000-41.8%
Q2 2022Jun 30, 2022
ADSK
Autodesk, Inc.
Buy
+7,700+57.2%
Q2 2022Jun 30, 2022
EL
Estee Lauder Companies, Inc. (T
Buy
+1,800+21.0%
Q2 2022Jun 30, 2022
ECL
Ecolab Inc.
Buy
+1,700+22.0%
Q2 2022Jun 30, 2022
ADBE
Adobe Inc.
Sell - Position Exit
-1,185-100.0%
Q2 2022Jun 30, 2022
GOOGL
Alphabet Inc.
Sell - Position Exit
-1,219-100.0%
Q2 2022Jun 30, 2022
AMZN
Amazon.com, Inc.
Sell - Position Exit
-1,607-100.0%
Q2 2022Jun 30, 2022
PG
Procter & Gamble Company (The)
Sell
-4,800-17.2%
Q2 2022Jun 30, 2022
META
Meta Platforms, Inc.
Sell - Position Exit
-5,180-100.0%
Q2 2022Jun 30, 2022
NOW
ServiceNow, Inc.
Sell - Position Exit
-6,202-100.0%
Q2 2022Jun 30, 2022
UBER
Uber Technologies, Inc.
Sell - Position Exit
-26,950-100.0%
Q2 2022Jun 30, 2022
MSFT
Microsoft Corporation
Sell
-27,200-4.4%
Q2 2022Jun 30, 2022
EEFT
Euronet Worldwide, Inc.
Sell
-68,075-10.9%
Q2 2022Jun 30, 2022
BABA
Alibaba Group Holding Limited
Sell
-209,390-20.3%
Q2 2022Jun 30, 2022
GPN
Global Payments Inc.
Sell
-491,813-66.9%
Q2 2022Jun 30, 2022
DT
Dynatrace, Inc.
Sell - Position Exit
-1,466,050-100.0%
Q1 2022Mar 31, 2022
DT
Dynatrace, Inc.
Buy
+352,500+31.7%
Q1 2022Mar 31, 2022
BABA
Alibaba Group Holding Limited
Buy
+76,170+8.0%
Page 4 of 13384 total trades