Robert Karr - Joho Capital 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2025. 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 Q4 2024, the filing reported:

New Buys - None reported

Increases - Adobe Inc.

Reductions - Bumble Inc., Microsoft Corporation, Quanta Services, Inc., Uber Technologies, Inc.

Complete Exits - Nu Holdings, Texas Roadhouse, 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
Q4 2024	ADBE Adobe Inc.	Adobe Inc.	Buy	+74,200	+64.1%	$84.44M	189,900
Q4 2024	BMBL Bumble Inc.	Bumble Inc.	Sell	-675,000	-50.0%	$5.49M	675,000
Q4 2024	G6683N103 Nu Holdings	Nu Holdings	Sell - Position Exit	-2,131,000	-100.0%	$0.00	-
Q4 2024	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-95,500	-14.7%	$234.44M	556,200
Q4 2024	PWR Quanta Services, Inc.	Quanta Services, Inc.	Sell	-42,500	-14.6%	$78.27M	247,643
Q4 2024	TXRH Texas Roadhouse, Inc.	Texas Roadhouse, Inc.	Sell - Position Exit	-1,600	-100.0%	$0.00	-
Q4 2024	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Sell	-252,000	-20.3%	$59.83M	991,900