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 2021Sep 30, 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-25,700-3.5%	$202.28K	717,500
Q3 2021Sep 30, 2021	DAY Dayforce, Inc.	Dayforce, Inc.	Sell - Position Exit	-185,037-100.0%	$0.00	-
Q2 2021Jun 30, 2021	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy	+374,000+50.9%	$64.76K	1,108,600
Q2 2021Jun 30, 2021	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy - Position Entry	+5,375	$667.00	5,375
Q2 2021Jun 30, 2021	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Buy	+1,780+10.8%	$4.26K	18,215
Q2 2021Jun 30, 2021	GPN Global Payments Inc.	Global Payments Inc.	Buy	+1,500+0.3%	$111.95K	596,955
Q2 2021Jun 30, 2021	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+900+10.1%	$3.12K	9,807
Q1 2021Mar 31, 2021	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy	+721,400+5465.2%	$35.44K	734,600
Q1 2021Mar 31, 2021	GPN Global Payments Inc.	Global Payments Inc.	Buy	+249,875+72.3%	$120.03K	595,455
Q1 2021Mar 31, 2021	DAY Dayforce, Inc.	Dayforce, Inc.	Buy - Position Entry	+185,037	$15.59K	185,037
Q1 2021Mar 31, 2021	APH Amphenol Corporation	Amphenol Corporation	Buy - Position Entry	+52,940	$3.49K	52,940
Q1 2021Mar 31, 2021	PFGC Performance Food Group Company	Performance Food Group Company	Buy	+26,800+211.0%	$2.28K	39,500
Q1 2021Mar 31, 2021	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy - Position Entry	+20,950	$1.14K	20,950
Q1 2021Mar 31, 2021	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+11,725+2.6%	$64.99K	469,939
Q1 2021Mar 31, 2021	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+8,770+46.0%	$3.77K	27,850
Q1 2021Mar 31, 2021	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Buy - Position Entry	+8,100	$922.00	8,100
Q1 2021Mar 31, 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+6,470	$1.79K	6,470
Q1 2021Mar 31, 2021	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Buy	+5,700+53.1%	$3.75K	16,435
Q1 2021Mar 31, 2021	ECL Ecolab Inc.	Ecolab Inc.	Buy	+2,800+56.9%	$1.65K	7,720
Q1 2021Mar 31, 2021	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+2,385+36.6%	$2.59K	8,907
Q1 2021Mar 31, 2021	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+1,080+19.3%	$3.35K	6,690
Q1 2021Mar 31, 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+325+86.7%	$1.44K	700
Q1 2021Mar 31, 2021	CGNX Cognex Corporation	Cognex Corporation	Sell - Position Exit	-14,112-100.0%	$0.00	-
Q1 2021Mar 31, 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-19,400-2.5%	$175.22K	743,200
Q1 2021Mar 31, 2021	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell - Position Exit	-34,603-100.0%	$0.00	-
Q1 2021Mar 31, 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-183,700-24.3%	$129.44K	570,891
Q4 2020Dec 31, 2020	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+173,000+60.7%	$66.40K	458,214
Q4 2020Dec 31, 2020	GPN Global Payments Inc.	Global Payments Inc.	Buy	+89,620+35.0%	$74.44K	345,580
Q4 2020Dec 31, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+24,600+3.3%	$169.62K	762,600
Q4 2020Dec 31, 2020	CGNX Cognex Corporation	Cognex Corporation	Buy - Position Entry	+14,112	$1.13K	14,112

Page 6 of 13 • 384 total trades

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