Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 2017, 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 Q2 2017, the filing reported:

New Buys - Mohawk Industries, Inc., Starbucks Corporation

Increases - Hexcel Corporation

Reductions - Alibaba Group Holding Limited

Complete Exits - Etsy, 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
Q2 2017	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-110,000	-8.4%	$169.52K	1,203,137
Q2 2017	ETSY Etsy, Inc.	Etsy, Inc.	Sell - Position Exit	-1,365,949	-100.0%	$0.00	-
Q2 2017	HXL Hexcel Corporation	Hexcel Corporation	Buy	+329,683	+85.3%	$37.80K	715,966
Q2 2017	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy - Position Entry	+146,277	-	$35.35K	146,277
Q2 2017	SBUX Starbucks Corporation	Starbucks Corporation	Buy - Position Entry	+10,150	-	$592.00	10,150