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

As of Sep 30, 2022, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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