Robert Karr - Joho Capital 13F Activity & Position Changes (Q1 2023)

According to the SEC 13F filed on May 15, 2023, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2023. 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 2023, the filing reported:

New Buys - Dutch Bros Inc., Cognex Corporation

Increases - Array Technologies, Inc., Quanta Services, Inc.

Reductions - Autodesk, Inc., Amphenol Corporation, Intuit Inc., Rivian Automotive, Inc.

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.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2023	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-3,850	-21.3%	$2.96M	14,220
Q1 2023	APH Amphenol Corporation	Amphenol Corporation	Sell	-15,900	-36.0%	$2.31M	28,240
Q1 2023	ARRY Array Technologies, Inc.	Array Technologies, Inc.	Buy	+458,600	+63.3%	$25.90M	1,183,600
Q1 2023	BROS Dutch Bros Inc.	Dutch Bros Inc.	Buy - Position Entry	+356,803	-	$11.29M	356,803
Q1 2023	CGNX Cognex Corporation	Cognex Corporation	Buy - Position Entry	+12,100	-	$599.55K	12,100
Q1 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-2,400	-5.4%	$18.59M	41,700
Q1 2023	PWR Quanta Services, Inc.	Quanta Services, Inc.	Buy	+118,150	+69.8%	$47.88M	287,343
Q1 2023	RIVN Rivian Automotive, Inc.	Rivian Automotive, Inc.	Sell	-65,800	-11.6%	$7.77M	502,000