Robert Karr - Joho Capital 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 2018, 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 2018, the filing reported:

New Buys - None reported

Increases - Cognex Corporation, Floor & Decor Holdings, Inc.

Reductions - Estee Lauder Companies, Inc. (T, Hexcel Corporation

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 2018	CGNX Cognex Corporation	Cognex Corporation	Buy	+508,798	+22.4%	$107.34K	2,775,715
Q4 2018	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-3,250	-23.6%	$1.37K	10,550
Q4 2018	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+2,630,623	+89.1%	$144.58K	5,582,381
Q4 2018	HXL Hexcel Corporation	Hexcel Corporation	Sell	-132,010	-16.0%	$39.79K	693,956