Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2021)

As of Jun 30, 2021, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 16, 2021. 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 2021, the filing reported:

New Buys - Peloton Interactive, Inc.

Increases - Dynatrace, Inc., Estee Lauder Companies, Inc. (T, Global Payments Inc., Constellation Brands, Inc.

Reductions - None reported

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
Q2 2021	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy	+374,000	+50.9%	$64.76K	1,108,600
Q2 2021	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+900	+10.1%	$3.12K	9,807
Q2 2021	GPN Global Payments Inc.	Global Payments Inc.	Buy	+1,500	+0.3%	$111.95K	596,955
Q2 2021	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy - Position Entry	+5,375	-	$667.00	5,375
Q2 2021	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Buy	+1,780	+10.8%	$4.26K	18,215