Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 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 Q2 2018, the filing reported:

New Buys - Albemarle Corporation, HUYA Inc.

Increases - Cognex Corporation, Estee Lauder Companies, Inc. (T, Floor & Decor Holdings, Inc., Hexcel Corporation

Reductions - None reported

Complete Exits - Starbucks Corporation

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 2018	ALB Albemarle Corporation	Albemarle Corporation	Buy - Position Entry	+167,000	-	$15.75K	167,000
Q2 2018	CGNX Cognex Corporation	Cognex Corporation	Buy	+595,358	+24.1%	$136.91K	3,069,024
Q2 2018	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+3,000	+27.8%	$1.97K	13,800
Q2 2018	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+574,403	+62.2%	$73.88K	1,497,681
Q2 2018	HUYA HUYA Inc.	HUYA Inc.	Buy - Position Entry	+10,000	-	$329.00	10,000
Q2 2018	HXL Hexcel Corporation	Hexcel Corporation	Buy	+110,000	+15.4%	$54.83K	825,966
Q2 2018	SBUX Starbucks Corporation	Starbucks Corporation	Sell - Position Exit	-30,550	-100.0%	$0.00	-