Robert Karr - Joho Capital 13F Activity & Position Changes (Q3 2015)

As of Sep 30, 2015, 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 Q3 2015, the filing reported:

New Buys - Cognex Corporation, Corning Incorporated

Increases - Alibaba Group Holding Limited, Hexcel Corporation

Reductions - Amazon.com, Inc., TAL Education Group

Complete Exits - Baidu, Inc., Cisco Systems, 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
Q3 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,550	-28.0%	$2.04K	3,990
Q3 2015	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+325,450	+93.3%	$39.77K	674,450
Q3 2015	BIDU Baidu, Inc.	Baidu, Inc.	Sell - Position Exit	-1,640	-100.0%	$0.00	-
Q3 2015	CGNX Cognex Corporation	Cognex Corporation	Buy - Position Entry	+352,453	-	$12.11K	352,453
Q3 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell - Position Exit	-12,320	-100.0%	$0.00	-
Q3 2015	GLW Corning Incorporated	Corning Incorporated	Buy - Position Entry	+157,200	-	$2.69K	157,200
Q3 2015	HXL Hexcel Corporation	Hexcel Corporation	Buy	+402,300	+46.9%	$56.49K	1,259,260
Q3 2015	TAL TAL Education Group	TAL Education Group	Sell	-437,379	-18.7%	$61.02K	1,897,924