Robert Karr - Joho Capital 13F Activity & Position Changes (Q1 2024)

According to the SEC 13F filed on May 15, 2024, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. 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 2024, the filing reported:

New Buys - Bumble Inc., Match Group, Inc.

Increases - Adobe Inc., Dutch Bros Inc., Nu Holdings, Shoals Technologies Group, Inc.

Reductions - Autodesk, Inc., Nextracker Inc.

Complete Exits - Intuit Inc., Rivian Automotive, 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 2024	ADBE Adobe Inc.	Adobe Inc.	Buy	+90,700	+108.9%	$87.80M	174,000
Q1 2024	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-3,900	-39.3%	$1.57M	6,020
Q1 2024	BMBL Bumble Inc.	Bumble Inc.	Buy - Position Entry	+550,000	-	$6.24M	550,000
Q1 2024	BROS Dutch Bros Inc.	Dutch Bros Inc.	Buy	+1,106,511	+428.9%	$45.03M	1,364,514
Q1 2024	G6683N103 Nu Holdings	Nu Holdings	Buy	+981,000	+85.3%	$25.42M	2,131,000
Q1 2024	INTU Intuit Inc.	Intuit Inc.	Sell - Position Exit	-2,638	-100.0%	$0.00	-
Q1 2024	MTCH Match Group, Inc.	Match Group, Inc.	Buy - Position Entry	+186,000	-	$6.75M	186,000
Q1 2024	NXT Nextracker Inc.	Nextracker Inc.	Sell	-265,000	-31.7%	$32.17M	571,669
Q1 2024	RIVN Rivian Automotive, Inc.	Rivian Automotive, Inc.	Sell - Position Exit	-367,000	-100.0%	$0.00	-
Q1 2024	SHLS Shoals Technologies Group, Inc.	Shoals Technologies Group, Inc.	Buy	+3,387,539	+111.6%	$71.82M	6,423,545