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
Q1 2022Mar 31, 2022	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Buy	+4,070+41.1%	$1.84K	13,970
Q1 2022Mar 31, 2022	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+3,900+40.8%	$2.89K	13,470
Q1 2022Mar 31, 2022	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+520+6.5%	$2.33K	8,552
Q1 2022Mar 31, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+304+33.2%	$3.39K	1,219
Q1 2022Mar 31, 2022	ADBE Adobe Inc.	Adobe Inc.	Sell	-1,490-55.7%	$540.00	1,185
Q1 2022Mar 31, 2022	FIS Fidelity National Information S	Fidelity National Information S	Sell - Position Exit	-5,600-100.0%	$0.00	-
Q1 2022Mar 31, 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-7,050-57.6%	$1.15K	5,180
Q1 2022Mar 31, 2022	GPN Global Payments Inc.	Global Payments Inc.	Sell	-54,975-7.0%	$100.53K	734,673
Q1 2022Mar 31, 2022	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Sell	-55,350-8.2%	$81.02K	622,504
Q4 2021Dec 31, 2021	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+207,915+44.2%	$80.78K	677,854
Q4 2021Dec 31, 2021	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Buy - Position Entry	+9,900	$1.58K	9,900
Q4 2021Dec 31, 2021	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+6,000+28.6%	$1.13K	26,950
Q4 2021Dec 31, 2021	FIS Fidelity National Information S	Fidelity National Information S	Buy - Position Entry	+5,600	$611.00	5,600
Q4 2021Dec 31, 2021	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy	+4,950+0.4%	$67.20K	1,113,550
Q4 2021Dec 31, 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+3,100+47.9%	$2.69K	9,570
Q4 2021Dec 31, 2021	GPN Global Payments Inc.	Global Payments Inc.	Buy	+3,000+0.4%	$106.75K	789,648
Q4 2021Dec 31, 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+1,000+0.1%	$113.78K	957,791
Q4 2021Dec 31, 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+215+30.7%	$2.65K	915
Q4 2021Dec 31, 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+55+3.5%	$5.36K	1,607
Q4 2021Dec 31, 2021	ADBE Adobe Inc.	Adobe Inc.	Sell	-2,455-47.9%	$1.52K	2,675
Q4 2021Dec 31, 2021	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Sell - Position Exit	-5,375-100.0%	$0.00	-
Q4 2021Dec 31, 2021	PFGC Performance Food Group Company	Performance Food Group Company	Sell - Position Exit	-39,500-100.0%	$0.00	-
Q4 2021Dec 31, 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-99,500-13.9%	$207.85K	618,000
Q3 2021Sep 30, 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+385,900+67.6%	$141.65K	956,791
Q3 2021Sep 30, 2021	GPN Global Payments Inc.	Global Payments Inc.	Buy	+189,693+31.8%	$123.96K	786,648
Q3 2021Sep 30, 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-188-10.8%	$5.10K	1,552
Q3 2021Sep 30, 2021	ADBE Adobe Inc.	Adobe Inc.	Sell	-480-8.6%	$2.95K	5,130
Q3 2021Sep 30, 2021	NOW ServiceNow, Inc.	ServiceNow, Inc.	Sell	-488-7.3%	$3.86K	6,202
Q3 2021Sep 30, 2021	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-1,775-18.1%	$2.41K	8,032
Q3 2021Sep 30, 2021	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Sell - Position Exit	-8,100-100.0%	$0.00	-

Page 5 of 13 • 384 total trades

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