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

As of Mar 31, 2018, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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