Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2022)
As of Jun 30, 2022, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 12, 2022. 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 2022, the filing reported:
New Buys - None reported
Reductions - Alibaba Group Holding Limited, Euronet Worldwide, Inc., Global Payments Inc., Microsoft Corporation, Procter & Gamble Company (The)
Complete Exits - Adobe Inc., Amazon.com, Inc., Dynatrace, Inc., Alphabet Inc., Meta Platforms, Inc., and 2 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
ADBE
Adobe Inc.
|
Sell - Position Exit |
-1,185
|
|
Q2 2022
|
ADSK
Autodesk, Inc.
|
Buy |
+7,700
|
|
Q2 2022
|
AMZN
Amazon.com, Inc.
|
Sell - Position Exit |
-1,607
|
|
Q2 2022
|
BABA
Alibaba Group Holding Limited
|
Sell |
-209,390
|
|
Q2 2022
|
DT
Dynatrace, Inc.
|
Sell - Position Exit |
-1,466,050
|
|
Q2 2022
|
ECL
Ecolab Inc.
|
Buy |
+1,700
|
|
Q2 2022
|
EEFT
Euronet Worldwide, Inc.
|
Sell |
-68,075
|
|
Q2 2022
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+1,800
|
|
Q2 2022
|
GOOGL
Alphabet Inc.
|
Sell - Position Exit |
-1,219
|
|
Q2 2022
|
GPN
Global Payments Inc.
|
Sell |
-491,813
|
|
Q2 2022
|
META
Meta Platforms, Inc.
|
Sell - Position Exit |
-5,180
|
|
Q2 2022
|
MSFT
Microsoft Corporation
|
Sell |
-27,200
|
|
Q2 2022
|
NOW
ServiceNow, Inc.
|
Sell - Position Exit |
-6,202
|
|
Q2 2022
|
PG
Procter & Gamble Company (The)
|
Sell |
-4,800
|
|
Q2 2022
|
UBER
Uber Technologies, Inc.
|
Sell - Position Exit |
-26,950
|