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

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, 2017. 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