Robert Karr - Joho Capital 13F Activity & Position Changes (Q3 2023)

According to the SEC 13F filed on Nov 14, 2023, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2023. 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 2023, the filing reported:

New Buys - Dutch Bros Inc.

Increases - Alphabet Inc., Nextracker Inc., Uber Technologies, Inc.

Reductions - SolarEdge Technologies, Inc.

Complete Exits - Array Technologies, Inc., Cognex Corporation, Euronet Worldwide, 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 2023	ARRY Array Technologies, Inc.	Array Technologies, Inc.	Sell - Position Exit	-142,734	-100.0%	$0.00	-
Q3 2023	BROS Dutch Bros Inc.	Dutch Bros Inc.	Buy - Position Entry	+254,803	-	$5.92M	254,803
Q3 2023	CGNX Cognex Corporation	Cognex Corporation	Sell - Position Exit	-12,100	-100.0%	$0.00	-
Q3 2023	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Sell - Position Exit	-363,659	-100.0%	$0.00	-
Q3 2023	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+99,000	+65.4%	$33.00M	250,300
Q3 2023	NXT Nextracker Inc.	Nextracker Inc.	Buy	+11,000	+1.4%	$32.90M	819,169
Q3 2023	SEDG SolarEdge Technologies, Inc.	SolarEdge Technologies, Inc.	Sell	-28,250	-33.2%	$7.35M	56,750
Q3 2023	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+572,000	+130.6%	$46.45M	1,010,000