Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2023)

According to the SEC 13F filed on Aug 14, 2023, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2023. 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 2023, the filing reported:

New Buys - Nu Holdings, Alphabet Inc., Nextracker Inc., Uber Technologies, Inc.

Increases - Estee Lauder Companies, Inc. (T, Intuit Inc., Shoals Technologies Group, Inc.

Reductions - Array Technologies, Inc., Euronet Worldwide, Inc.

Complete Exits - Dutch Bros Inc., Simon Property Group, 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 2023	ARRY Array Technologies, Inc.	Array Technologies, Inc.	Sell	-1,040,866	-87.9%	$3.23M	142,734
Q2 2023	BROS Dutch Bros Inc.	Dutch Bros Inc.	Sell - Position Exit	-356,803	-100.0%	$0.00	-
Q2 2023	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Sell	-50,000	-12.1%	$42.68M	363,659
Q2 2023	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+1,450	+14.0%	$2.32M	11,802
Q2 2023	G6683N103 Nu Holdings	Nu Holdings	Buy - Position Entry	+1,150,000	-	$9.07M	1,150,000
Q2 2023	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+151,300	-	$18.30M	151,300
Q2 2023	INTU Intuit Inc.	Intuit Inc.	Buy	+2,030	+4.9%	$20.04M	43,730
Q2 2023	NXT Nextracker Inc.	Nextracker Inc.	Buy - Position Entry	+808,169	-	$32.17M	808,169
Q2 2023	SHLS Shoals Technologies Group, Inc.	Shoals Technologies Group, Inc.	Buy	+390,000	+53.0%	$28.77M	1,125,488
Q2 2023	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Sell - Position Exit	-13,970	-100.0%	$0.00	-
Q2 2023	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy - Position Entry	+438,000	-	$18.91M	438,000