Robert Karr - Joho Capital 13F Activity & Position Changes (Q1 2018)

According to the SEC 13F filed on Aug 14, 2026, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2018. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2018, the filing reported:

New Buys - Estee Lauder Companies, Inc. (T, Floor & Decor Holdings, Inc.

Increases - Alibaba Group Holding Limited, Cognex Corporation, Starbucks Corporation

Reductions - None reported

Complete Exits - Mohawk Industries, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+97,000	+12.2%	$163.47K	890,637
Q1 2018	CGNX Cognex Corporation	Cognex Corporation	Buy	+328,674	+15.3%	$128.61K	2,473,666
Q1 2018	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy - Position Entry	+10,800	-	$1.62K	10,800
Q1 2018	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy - Position Entry	+923,278	-	$48.12K	923,278
Q1 2018	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell - Position Exit	-127,677	-100.0%	$0.00	-
Q1 2018	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+16,700	+120.6%	$1.77K	30,550