Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2016)
According to the SEC 13F filed on Aug 14, 2026, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2016. 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 Q2 2016, the filing reported:
New Buys - None reported
Increases - Alibaba Group Holding Limited
Reductions - Hexcel Corporation
Complete Exits - Alphabet Inc., TAL Education Group
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.