Robert Karr - Joho Capital 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - Microsoft Corporation, Spotify, TJX Companies, Inc. (The)

Increases - Estee Lauder Companies, Inc. (T

Reductions - Alibaba Group Holding Limited, Cognex Corporation, Floor & Decor Holdings, Inc., Hexcel Corporation

Complete Exits - None reported

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 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-80,016	-9.9%	$132.75K	727,621
Q1 2019	CGNX Cognex Corporation	Cognex Corporation	Sell	-863,974	-31.1%	$97.23K	1,911,741
Q1 2019	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+5,912	+56.0%	$2.73K	16,462
Q1 2019	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-1,389,494	-24.9%	$172.83K	4,192,887
Q1 2019	HXL Hexcel Corporation	Hexcel Corporation	Sell	-270,903	-39.0%	$29.26K	423,053
Q1 2019	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+408,000	-	$48.12K	408,000
Q1 2019	SPOT Spotify	Spotify	Buy - Position Entry	+220,000	-	$30.54K	220,000
Q1 2019	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+35,614	-	$1.90K	35,614