Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 12, 2022, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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
|