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
Q4 2020Dec 31, 2020	DT Dynatrace, Inc.	Dynatrace, Inc.	Buy - Position Entry	+13,200	$571.00	13,200
Q4 2020Dec 31, 2020	PFGC Performance Food Group Company	Performance Food Group Company	Buy - Position Entry	+12,700	$605.00	12,700
Q4 2020Dec 31, 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+12,230	$3.34K	12,230
Q4 2020Dec 31, 2020	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+12,120+1.6%	$175.62K	754,591
Q4 2020Dec 31, 2020	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Buy - Position Entry	+10,735	$2.35K	10,735
Q4 2020Dec 31, 2020	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+5,610	$2.81K	5,610
Q4 2020Dec 31, 2020	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy - Position Entry	+5,610	$3.09K	5,610
Q4 2020Dec 31, 2020	ECL Ecolab Inc.	Ecolab Inc.	Buy - Position Entry	+4,920	$1.06K	4,920
Q4 2020Dec 31, 2020	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+2,530+15.3%	$2.65K	19,080
Q4 2020Dec 31, 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+1,740	$5.67K	1,740
Q4 2020Dec 31, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+375	$657.00	375
Q4 2020Dec 31, 2020	SNOW Snowflake Inc.	Snowflake Inc.	Sell - Position Exit	-4,824-100.0%	$0.00	-
Q4 2020Dec 31, 2020	DAY Dayforce, Inc.	Dayforce, Inc.	Sell - Position Exit	-190,537-100.0%	$0.00	-
Q3 2020Sep 30, 2020	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy - Position Entry	+285,214	$25.98K	285,214
Q3 2020Sep 30, 2020	GPN Global Payments Inc.	Global Payments Inc.	Buy	+218,000+574.3%	$45.45K	255,960
Q3 2020Sep 30, 2020	DAY Dayforce, Inc.	Dayforce, Inc.	Buy	+165,000+646.1%	$15.75K	190,537
Q3 2020Sep 30, 2020	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy - Position Entry	+16,550	$2.30K	16,550
Q3 2020Sep 30, 2020	SNOW Snowflake Inc.	Snowflake Inc.	Buy - Position Entry	+4,824	$1.21K	4,824
Q3 2020Sep 30, 2020	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-26,000-3.4%	$218.27K	742,471
Q3 2020Sep 30, 2020	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-129,300-78.9%	$2.59K	34,603
Q2 2020Jun 30, 2020	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+80,000+11.6%	$165.76K	768,471
Q2 2020Jun 30, 2020	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-3,450-34.6%	$1.23K	6,522
Q2 2020Jun 30, 2020	CGNX Cognex Corporation	Cognex Corporation	Sell - Position Exit	-28,121-100.0%	$0.00	-
Q2 2020Jun 30, 2020	DAY Dayforce, Inc.	Dayforce, Inc.	Sell	-35,000-57.8%	$2.02K	25,537
Q2 2020Jun 30, 2020	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Sell - Position Exit	-41,820-100.0%	$0.00	-
Q2 2020Jun 30, 2020	GPN Global Payments Inc.	Global Payments Inc.	Sell	-167,040-81.5%	$6.44K	37,960
Q2 2020Jun 30, 2020	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-2,231,895-93.2%	$9.45K	163,903
Q1 2020Mar 31, 2020	DAY Dayforce, Inc.	Dayforce, Inc.	Buy - Position Entry	+60,537	$3.03K	60,537
Q1 2020Mar 31, 2020	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy - Position Entry	+41,820	$3.58K	41,820
Q1 2020Mar 31, 2020	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-6,450-39.3%	$1.59K	9,972

Page 7 of 13 • 384 total trades

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