Robert Karr - Joho Capital 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2018, the filing reported:

New Buys - None reported

Increases - Floor & Decor Holdings, Inc.

Reductions - Alibaba Group Holding Limited, Cognex Corporation

Complete Exits - Albemarle Corporation, HUYA 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 2018	ALB Albemarle Corporation	Albemarle Corporation	Sell - Position Exit	-167,000	-100.0%	$0.00	-
Q3 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-83,000	-9.3%	$133.07K	807,637
Q3 2018	CGNX Cognex Corporation	Cognex Corporation	Sell	-802,107	-26.1%	$126.54K	2,266,917
Q3 2018	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+1,454,077	+97.1%	$89.06K	2,951,758
Q3 2018	HUYA HUYA Inc.	HUYA Inc.	Sell - Position Exit	-10,000	-100.0%	$0.00	-