Robert Karr - Joho Capital Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 14, 2025
Total Stocks		8
Portfolio Value		$578.89M

Joho Capital Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q3 2023Sep 30, 2023	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+572,000+130.6%	$46.45M	1,010,000
Q3 2023Sep 30, 2023	BROS Dutch Bros Inc.	Dutch Bros Inc.	Buy - Position Entry	+254,803	$5.92M	254,803
Q3 2023Sep 30, 2023	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+99,000+65.4%	$33.00M	250,300
Q3 2023Sep 30, 2023	NXT Nextracker Inc.	Nextracker Inc.	Buy	+11,000+1.4%	$32.90M	819,169
Q3 2023Sep 30, 2023	CGNX Cognex Corporation	Cognex Corporation	Sell - Position Exit	-12,100-100.0%	$0.00	-
Q3 2023Sep 30, 2023	SEDG SolarEdge Technologies, Inc.	SolarEdge Technologies, Inc.	Sell	-28,250-33.2%	$7.35M	56,750
Q3 2023Sep 30, 2023	ARRY Array Technologies, Inc.	Array Technologies, Inc.	Sell - Position Exit	-142,734-100.0%	$0.00	-
Q3 2023Sep 30, 2023	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Sell - Position Exit	-363,659-100.0%	$0.00	-
Q2 2023Jun 30, 2023	NXT Nextracker Inc.	Nextracker Inc.	Buy - Position Entry	+808,169	$32.17M	808,169
Q2 2023Jun 30, 2023	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy - Position Entry	+438,000	$18.91M	438,000
Q2 2023Jun 30, 2023	SHLS Shoals Technologies Group, Inc.	Shoals Technologies Group, Inc.	Buy	+390,000+53.0%	$28.77M	1,125,488
Q2 2023Jun 30, 2023	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+151,300	$18.30M	151,300
Q2 2023Jun 30, 2023	INTU Intuit Inc.	Intuit Inc.	Buy	+2,030+4.9%	$20.04M	43,730
Q2 2023Jun 30, 2023	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+1,450+14.0%	$2.32M	11,802
Q2 2023Jun 30, 2023	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Sell - Position Exit	-13,970-100.0%	$0.00	-
Q2 2023Jun 30, 2023	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Sell	-50,000-12.1%	$42.68M	363,659
Q2 2023Jun 30, 2023	BROS Dutch Bros Inc.	Dutch Bros Inc.	Sell - Position Exit	-356,803-100.0%	$0.00	-
Q2 2023Jun 30, 2023	ARRY Array Technologies, Inc.	Array Technologies, Inc.	Sell	-1,040,866-87.9%	$3.23M	142,734
Q1 2023Mar 31, 2023	ARRY Array Technologies, Inc.	Array Technologies, Inc.	Buy	+458,600+63.3%	$25.90M	1,183,600
Q1 2023Mar 31, 2023	BROS Dutch Bros Inc.	Dutch Bros Inc.	Buy - Position Entry	+356,803	$11.29M	356,803
Q1 2023Mar 31, 2023	PWR Quanta Services, Inc.	Quanta Services, Inc.	Buy	+118,150+69.8%	$47.88M	287,343
Q1 2023Mar 31, 2023	CGNX Cognex Corporation	Cognex Corporation	Buy - Position Entry	+12,100	$599.55K	12,100
Q1 2023Mar 31, 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-2,400-5.4%	$18.59M	41,700
Q1 2023Mar 31, 2023	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-3,850-21.3%	$2.96M	14,220
Q1 2023Mar 31, 2023	APH Amphenol Corporation	Amphenol Corporation	Sell	-15,900-36.0%	$2.31M	28,240
Q1 2023Mar 31, 2023	RIVN Rivian Automotive, Inc.	Rivian Automotive, Inc.	Sell	-65,800-11.6%	$7.77M	502,000
Q4 2022Dec 31, 2022	SHLS Shoals Technologies Group, Inc.	Shoals Technologies Group, Inc.	Buy - Position Entry	+735,488	$18.14M	735,488
Q4 2022Dec 31, 2022	ARRY Array Technologies, Inc.	Array Technologies, Inc.	Buy - Position Entry	+725,000	$14.01M	725,000
Q4 2022Dec 31, 2022	RIVN Rivian Automotive, Inc.	Rivian Automotive, Inc.	Buy	+342,000+151.5%	$10.46M	567,800
Q4 2022Dec 31, 2022	PWR Quanta Services, Inc.	Quanta Services, Inc.	Buy - Position Entry	+169,193	$24.11M	169,193

Page 3 of 13 • 384 total trades

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