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

According to the SEC 13F filed on Aug 16, 2021, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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