Joho Capital (Robert Karr) discloses updated portfolio positions in 13F filing: Increased ADBE holding, Exited NU
Highlights from Q4 2024 filing as compared to Q3 2024 (all amounts are approximate):
- Increased positions in: ADBE (to 0.19 mln shares from 0.12 mln shares)
- Maintained positions in: BROS (1.92 mln shares)
- Closed positions in: NU (from 2.13 mln shares)
- Decreased positions in: BMBL (to 0.68 mln shares from 1.35 mln shares), UBER (to 0.99 mln from 1.24 mln), MSFT (to 0.56 mln from 0.65 mln), PWR (to 0.25 mln from 0.29 mln)