Robert Karr - Joho Capital 13F Activity & Position Changes (Q1 2021)

According to the SEC 13F filed on May 17, 2021, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2021. 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 Q1 2021, the filing reported:

New Buys - Autodesk, Inc., Amphenol Corporation, Dayforce, Inc., Simon Property Group, Inc., Uber Technologies, Inc.

Increases - Dynatrace, Inc., Ecolab Inc., Euronet Worldwide, Inc., Estee Lauder Companies, Inc. (T, Alphabet Inc., and 5 more

Reductions - Alibaba Group Holding Limited, Microsoft Corporation

Complete Exits - Cognex Corporation, Floor & Decor Holdings, Inc.

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

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+6,470	-	$1.79K	6,470
Q1 2021	APH Amphenol Corporation	Amphenol Corporation	Buy - Position Entry	+52,940	-	$3.49K	52,940
Q1 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-183,700	-24.3%	$129.44K	570,891
Q1 2021	CGNX Cognex Corporation	Cognex Corporation	Sell - Position Exit	-14,112	-100.0%	$0.00	-
Q1 2021	DAY Dayforce, Inc.	Dayforce, Inc.	Buy - Position Entry	+185,037	-	$15.59K	185,037
Q1 2021	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy	+721,400	+5465.2%	$35.44K	734,600
Q1 2021	ECL Ecolab Inc.	Ecolab Inc.	Buy	+2,800	+56.9%	$1.65K	7,720
Q1 2021	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+11,725	+2.6%	$64.99K	469,939
Q1 2021	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+2,385	+36.6%	$2.59K	8,907
Q1 2021	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell - Position Exit	-34,603	-100.0%	$0.00	-
Q1 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+325	+86.7%	$1.44K	700
Q1 2021	GPN Global Payments Inc.	Global Payments Inc.	Buy	+249,875	+72.3%	$120.03K	595,455
Q1 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-19,400	-2.5%	$175.22K	743,200
Q1 2021	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+1,080	+19.3%	$3.35K	6,690
Q1 2021	PFGC Performance Food Group Company	Performance Food Group Company	Buy	+26,800	+211.0%	$2.28K	39,500
Q1 2021	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+8,770	+46.0%	$3.77K	27,850
Q1 2021	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Buy - Position Entry	+8,100	-	$922.00	8,100
Q1 2021	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Buy	+5,700	+53.1%	$3.75K	16,435
Q1 2021	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy - Position Entry	+20,950	-	$1.14K	20,950