Robert Karr - Joho Capital 13F Activity & Position Changes (Q1 2022)

As of Mar 31, 2022, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Autodesk, Inc., Alibaba Group Holding Limited, Dynatrace, Inc., Estee Lauder Companies, Inc. (T, Alphabet Inc., and 1 more

Reductions - Adobe Inc., Euronet Worldwide, Inc., Global Payments Inc., Meta Platforms, Inc.

Complete Exits - Fidelity National Information S

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 2022	ADBE Adobe Inc.	Adobe Inc.	Sell	-1,490	-55.7%	$540.00	1,185
Q1 2022	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+3,900	+40.8%	$2.89K	13,470
Q1 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+76,170	+8.0%	$112.50K	1,033,961
Q1 2022	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy	+352,500	+31.7%	$69.05K	1,466,050
Q1 2022	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Sell	-55,350	-8.2%	$81.02K	622,504
Q1 2022	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+520	+6.5%	$2.33K	8,552
Q1 2022	FIS Fidelity National Information S	Fidelity National Information S	Sell - Position Exit	-5,600	-100.0%	$0.00	-
Q1 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+304	+33.2%	$3.39K	1,219
Q1 2022	GPN Global Payments Inc.	Global Payments Inc.	Sell	-54,975	-7.0%	$100.53K	734,673
Q1 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-7,050	-57.6%	$1.15K	5,180
Q1 2022	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Buy	+4,070	+41.1%	$1.84K	13,970