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

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, 2018. 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	-