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 2020Mar 31, 2020	NOW ServiceNow, Inc.	ServiceNow, Inc.	Sell - Position Exit	-66,000-100.0%	$0.00	-
Q1 2020Mar 31, 2020	CGNX Cognex Corporation	Cognex Corporation	Sell	-80,000-74.0%	$1.19K	28,121
Q1 2020Mar 31, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-155,000-17.4%	$116.39K	738,000
Q1 2020Mar 31, 2020	GPN Global Payments Inc.	Global Payments Inc.	Sell	-495,000-70.7%	$29.57K	205,000
Q1 2020Mar 31, 2020	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-909,236-27.5%	$76.88K	2,395,798
Q4 2019Dec 31, 2019	GPN Global Payments Inc.	Global Payments Inc.	Buy	+86,000+14.0%	$127.79K	700,000
Q4 2019Dec 31, 2019	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy - Position Entry	+66,000	$18.63K	66,000
Q4 2019Dec 31, 2019	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+4,200+34.4%	$3.39K	16,422
Q4 2019Dec 31, 2019	REAL The RealReal, Inc.	The RealReal, Inc.	Sell - Position Exit	-36,400-100.0%	$0.00	-
Q4 2019Dec 31, 2019	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-140,100-4.1%	$167.93K	3,305,034
Q3 2019Sep 30, 2019	GPN Global Payments Inc.	Global Payments Inc.	Buy	+407,000+196.6%	$97.63K	614,000
Q3 2019Sep 30, 2019	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+110,000+14.0%	$124.15K	893,000
Q3 2019Sep 30, 2019	REAL The RealReal, Inc.	The RealReal, Inc.	Buy	+16,400+82.0%	$814.00	36,400
Q3 2019Sep 30, 2019	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-140-1.1%	$2.43K	12,222
Q3 2019Sep 30, 2019	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell - Position Exit	-35,614-100.0%	$0.00	-
Q3 2019Sep 30, 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-43,850-6.0%	$115.13K	688,471
Q3 2019Sep 30, 2019	HXL Hexcel Corporation	Hexcel Corporation	Sell - Position Exit	-218,053-100.0%	$0.00	-
Q3 2019Sep 30, 2019	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-472,294-12.1%	$176.22K	3,445,134
Q3 2019Sep 30, 2019	CGNX Cognex Corporation	Cognex Corporation	Sell	-1,157,000-91.5%	$5.31K	108,121
Q2 2019Jun 30, 2019	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+375,000+91.9%	$104.89K	783,000
Q2 2019Jun 30, 2019	GPN Global Payments Inc.	Global Payments Inc.	Buy - Position Entry	+207,000	$33.15K	207,000
Q2 2019Jun 30, 2019	REAL The RealReal, Inc.	The RealReal, Inc.	Buy - Position Entry	+20,000	$578.00	20,000
Q2 2019Jun 30, 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+4,700+0.6%	$124.09K	732,321
Q2 2019Jun 30, 2019	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-4,100-24.9%	$2.26K	12,362
Q2 2019Jun 30, 2019	HXL Hexcel Corporation	Hexcel Corporation	Sell	-205,000-48.5%	$17.64K	218,053
Q2 2019Jun 30, 2019	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-275,459-6.6%	$164.14K	3,917,428
Q2 2019Jun 30, 2019	CGNX Cognex Corporation	Cognex Corporation	Sell	-646,620-33.8%	$60.70K	1,265,121
Q1 2019Mar 31, 2019	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+408,000	$48.12K	408,000
Q1 2019Mar 31, 2019	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+35,614	$1.90K	35,614
Q1 2019Mar 31, 2019	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+5,912+56.0%	$2.73K	16,462

Page 8 of 13 • 384 total trades

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