Joho Capital’s Euronet Worldwide EEFT Stock Holding History

Joho Capital’s Portfolio EEFT Stock Details EEFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-363,659	Closed	-$42.7M	–	19
2023 Q2	$42.7M	Sell	363,659 -50,000	-12%	-$5.59M	8.57%	3
2023 Q1	$46.3M	Hold	413,659	–	–	11.91%	3
2022 Q4	$39M	Sell	413,659 -190,531	-32%	-$16.5M	12.63%	2
2022 Q3	$45.8M	Buy	604,190 +49,761	+9%	+$4.67M	12.8%	3
2022 Q2	$55.8M	Sell	554,429 -68,075	-11%	-$8.06M	12.75%	4
2022 Q1	$81M	Sell	622,504 -55,350	-8%	-$7.03M	11.56%	5
2021 Q4	$80.8M	Buy	677,854 +207,915	+44%	+$24.7M	11.18%	5
2021 Q3	$59.8M	Hold	469,939	–	–	8.04%	6
2021 Q2	$63.6M	Hold	469,939	–	–	9.04%	6
2021 Q1	$65M	Buy	469,939 +11,725	+3%	+$1.7M	10.09%	5
2020 Q4	$66.4M	Buy	458,214 +173,000	+61%	+$20.1M	11.34%	5
2020 Q3	$26M	Buy	+285,214	New	+$27.8M	5.25%	5
2020 Q2	–	Sell	-41,820	Closed	-$3.58M	–	10
2020 Q1	$3.58M	Buy	+41,820	New	+$5.54M	0.93%	6

Other funds holding EEFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Joho Capital's EEFT Position: Q3 2023 in Review

Joho Capital sold out of Euronet Worldwide (EEFT) in Q3 2023, closing a stake of 363,659 shares — an estimated $42.7M sold.

Joho Capital first reported a position in EEFT in Q1 2020 and held it in 13 quarters. The position peaked at $81M in Q1 2022. 328 funds tracked by Wall St. Rank hold EEFT as of Q3 2023.

Joho Capital reported no remaining Euronet Worldwide position as of Q3 2023 after selling out during the quarter.
Joho Capital sold 363,659 Euronet Worldwide shares in Q3 2023, an estimated $42.7M.
Joho Capital first reported a position in Euronet Worldwide in Q1 2020 and held it in 13 quarters.
Joho Capital's Euronet Worldwide position peaked at $81M in Q1 2022.
328 funds tracked by Wall St. Rank held Euronet Worldwide as of Q3 2023.

Based on Joho Capital's 13F filing for Q3 2023, filed 14 Nov 2023.