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

As of Mar 31, 2023, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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