Robert Karr - Joho Capital 13F Activity & Position Changes (Q4 2016)
According to the SEC 13F filed on Aug 14, 2026, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2016. 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 2016, the filing reported:
New Buys - None reported
Increases - Alibaba Group Holding Limited
Reductions - Cognex Corporation, Etsy, Inc.
Complete Exits - Amazon.com, Inc., Baidu, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.