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

According to the SEC 13F filed on Nov 13, 2020, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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