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

According to the SEC 13F filed on Feb 14, 2025, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. 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