Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2024)

As of Jun 30, 2024, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2024. 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 2024, the filing reported:

New Buys - None reported

Increases - Amphenol Corporation, Bumble Inc., Shoals Technologies Group, Inc., Uber Technologies, Inc.

Reductions - Adobe Inc., Constellation Brands, Inc.

Complete Exits - Autodesk, Inc., McDonald's Corporation, Match Group, Inc., Nextracker 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 2024	ADBE Adobe Inc.	Adobe Inc.	Sell	-31,300	-18.0%	$79.28M	142,700
Q2 2024	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell - Position Exit	-6,020	-100.0%	$0.00	-
Q2 2024	APH Amphenol Corporation	Amphenol Corporation	Buy	+39,240	+100.0%	$5.29M	78,480
Q2 2024	BMBL Bumble Inc.	Bumble Inc.	Buy	+800,000	+145.5%	$14.19M	1,350,000
Q2 2024	MCD McDonald's Corporation	McDonald's Corporation	Sell - Position Exit	-4,200	-100.0%	$0.00	-
Q2 2024	MTCH Match Group, Inc.	Match Group, Inc.	Sell - Position Exit	-186,000	-100.0%	$0.00	-
Q2 2024	NXT Nextracker Inc.	Nextracker Inc.	Sell - Position Exit	-571,669	-100.0%	$0.00	-
Q2 2024	SHLS Shoals Technologies Group, Inc.	Shoals Technologies Group, Inc.	Buy	+3,219,000	+50.1%	$60.17M	9,642,545
Q2 2024	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Sell	-6,100	-33.5%	$3.12M	12,115
Q2 2024	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+225,000	+22.1%	$90.41M	1,243,900