Robert Karr - Joho Capital 13F Activity & Position Changes (Q3 2022)

According to the SEC 13F filed on Nov 14, 2022, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2022, the filing reported:

New Buys - Generac Holdlings Inc., Intuit Inc., Rivian Automotive, Inc.

Increases - Euronet Worldwide, Inc.

Reductions - Alibaba Group Holding Limited

Complete Exits - Global Payments 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
Q3 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-345,000	-41.8%	$38.36K	479,571
Q3 2022	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+49,761	+9.0%	$45.77K	604,190
Q3 2022	GNRC Generac Holdlings Inc.	Generac Holdlings Inc.	Buy - Position Entry	+3,830	-	$682.00	3,830
Q3 2022	GPN Global Payments Inc.	Global Payments Inc.	Sell - Position Exit	-242,860	-100.0%	$0.00	-
Q3 2022	INTU Intuit Inc.	Intuit Inc.	Buy - Position Entry	+44,100	-	$17.08K	44,100
Q3 2022	RIVN Rivian Automotive, Inc.	Rivian Automotive, Inc.	Buy - Position Entry	+225,800	-	$7.43K	225,800