Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2020)

As of Jun 30, 2020, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2020. 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 Q2 2020, the filing reported:

New Buys - None reported

Increases - Alibaba Group Holding Limited

Reductions - Dayforce, Inc., Estee Lauder Companies, Inc. (T, Floor & Decor Holdings, Inc., Global Payments Inc.

Complete Exits - Cognex Corporation, Euronet Worldwide, 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
Q2 2020	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+80,000	+11.6%	$165.76K	768,471
Q2 2020	CGNX Cognex Corporation	Cognex Corporation	Sell - Position Exit	-28,121	-100.0%	$0.00	-
Q2 2020	DAY Dayforce, Inc.	Dayforce, Inc.	Sell	-35,000	-57.8%	$2.02K	25,537
Q2 2020	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Sell - Position Exit	-41,820	-100.0%	$0.00	-
Q2 2020	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-3,450	-34.6%	$1.23K	6,522
Q2 2020	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-2,231,895	-93.2%	$9.45K	163,903
Q2 2020	GPN Global Payments Inc.	Global Payments Inc.	Sell	-167,040	-81.5%	$6.44K	37,960