Robert Karr - Joho Capital 13F Activity & Position Changes (Q3 2020)

As of Sep 30, 2020, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 2020. 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 Q3 2020, the filing reported:

New Buys - Euronet Worldwide, Inc., Procter & Gamble Company (The), Snowflake Inc.

Increases - Dayforce, Inc., Global Payments Inc.

Reductions - Alibaba Group Holding Limited, Floor & Decor Holdings, Inc.

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
Q3 2020	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-26,000	-3.4%	$218.27K	742,471
Q3 2020	DAY Dayforce, Inc.	Dayforce, Inc.	Buy	+165,000	+646.1%	$15.75K	190,537
Q3 2020	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy - Position Entry	+285,214	-	$25.98K	285,214
Q3 2020	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-129,300	-78.9%	$2.59K	34,603
Q3 2020	GPN Global Payments Inc.	Global Payments Inc.	Buy	+218,000	+574.3%	$45.45K	255,960
Q3 2020	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy - Position Entry	+16,550	-	$2.30K	16,550
Q3 2020	SNOW Snowflake Inc.	Snowflake Inc.	Buy - Position Entry	+4,824	-	$1.21K	4,824