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

According to the SEC 13F filed on May 16, 2022, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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