Joho Capital’s SolarEdge SEDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-56,750	Closed	-$7.35M	–	19
2023 Q3	$7.35M	Sell	56,750 -28,250	-33%	-$3.66M	1.65%	10
2023 Q2	$22.9M	Hold	85,000	–	–	4.59%	6
2023 Q1	$25.8M	Hold	85,000	–	–	6.65%	5
2022 Q4	$24.1M	Buy	+85,000	New	+$24.1M	7.79%	4