Robert Karr - Joho Capital 13F Activity & Position Changes (Q4 2015)

As of Dec 31, 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 Q4 2015, the filing reported:

New Buys - Baidu, Inc., Alphabet Inc., Alphabet Inc., Yelp Inc., Yiren Digital Ltd.

Increases - Cognex Corporation

Reductions - TAL Education Group

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
Q4 2015	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+12,516	-	$2.37K	12,516
Q4 2015	CGNX Cognex Corporation	Cognex Corporation	Buy	+1,188,096	+337.1%	$52.02K	1,540,549
Q4 2015	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+52,956	-	$40.19K	52,956
Q4 2015	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+2,607	-	$2.03K	2,607
Q4 2015	TAL TAL Education Group	TAL Education Group	Sell	-1,014,868	-53.5%	$41.04K	883,056
Q4 2015	YELP Yelp Inc.	Yelp Inc.	Buy - Position Entry	+68,600	-	$1.98K	68,600
Q4 2015	YRD Yiren Digital Ltd.	Yiren Digital Ltd.	Buy - Position Entry	+725,275	-	$6.85K	725,275