Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, 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 2019, the filing reported:

New Buys - Global Payments Inc., The RealReal, Inc.

Increases - Alibaba Group Holding Limited, Microsoft Corporation

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

Complete Exits - None reported

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 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+4,700	+0.6%	$124.09K	732,321
Q2 2019	CGNX Cognex Corporation	Cognex Corporation	Sell	-646,620	-33.8%	$60.70K	1,265,121
Q2 2019	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-4,100	-24.9%	$2.26K	12,362
Q2 2019	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-275,459	-6.6%	$164.14K	3,917,428
Q2 2019	GPN Global Payments Inc.	Global Payments Inc.	Buy - Position Entry	+207,000	-	$33.15K	207,000
Q2 2019	HXL Hexcel Corporation	Hexcel Corporation	Sell	-205,000	-48.5%	$17.64K	218,053
Q2 2019	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+375,000	+91.9%	$104.89K	783,000
Q2 2019	REAL The RealReal, Inc.	The RealReal, Inc.	Buy - Position Entry	+20,000	-	$578.00	20,000