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

According to the SEC 13F filed on Aug 14, 2026, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2015. 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