Robert Karr - Joho Capital Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 14, 2025
Total Stocks		8
Portfolio Value		$578.89M

Joho Capital Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2019Mar 31, 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-80,016-9.9%	$132.75K	727,621
Q1 2019Mar 31, 2019	HXL Hexcel Corporation	Hexcel Corporation	Sell	-270,903-39.0%	$29.26K	423,053
Q1 2019Mar 31, 2019	CGNX Cognex Corporation	Cognex Corporation	Sell	-863,974-31.1%	$97.23K	1,911,741
Q1 2019Mar 31, 2019	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-1,389,494-24.9%	$172.83K	4,192,887
Q4 2018Dec 31, 2018	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+2,630,623+89.1%	$144.58K	5,582,381
Q4 2018Dec 31, 2018	CGNX Cognex Corporation	Cognex Corporation	Buy	+508,798+22.4%	$107.34K	2,775,715
Q4 2018Dec 31, 2018	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-3,250-23.6%	$1.37K	10,550
Q4 2018Dec 31, 2018	HXL Hexcel Corporation	Hexcel Corporation	Sell	-132,010-16.0%	$39.79K	693,956
Q3 2018Sep 30, 2018	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+1,454,077+97.1%	$89.06K	2,951,758
Q3 2018Sep 30, 2018	HUYA HUYA Inc.	HUYA Inc.	Sell - Position Exit	-10,000-100.0%	$0.00	-
Q3 2018Sep 30, 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-83,000-9.3%	$133.07K	807,637
Q3 2018Sep 30, 2018	ALB Albemarle Corporation	Albemarle Corporation	Sell - Position Exit	-167,000-100.0%	$0.00	-
Q3 2018Sep 30, 2018	CGNX Cognex Corporation	Cognex Corporation	Sell	-802,107-26.1%	$126.54K	2,266,917
Q2 2018Jun 30, 2018	CGNX Cognex Corporation	Cognex Corporation	Buy	+595,358+24.1%	$136.91K	3,069,024
Q2 2018Jun 30, 2018	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+574,403+62.2%	$73.88K	1,497,681
Q2 2018Jun 30, 2018	ALB Albemarle Corporation	Albemarle Corporation	Buy - Position Entry	+167,000	$15.75K	167,000
Q2 2018Jun 30, 2018	HXL Hexcel Corporation	Hexcel Corporation	Buy	+110,000+15.4%	$54.83K	825,966
Q2 2018Jun 30, 2018	HUYA HUYA Inc.	HUYA Inc.	Buy - Position Entry	+10,000	$329.00	10,000
Q2 2018Jun 30, 2018	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+3,000+27.8%	$1.97K	13,800
Q2 2018Jun 30, 2018	SBUX Starbucks Corporation	Starbucks Corporation	Sell - Position Exit	-30,550-100.0%	$0.00	-
Q1 2018Mar 31, 2018	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy - Position Entry	+923,278	$48.12K	923,278
Q1 2018Mar 31, 2018	CGNX Cognex Corporation	Cognex Corporation	Buy	+328,674+15.3%	$128.61K	2,473,666
Q1 2018Mar 31, 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+97,000+12.2%	$163.47K	890,637
Q1 2018Mar 31, 2018	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+16,700+120.6%	$1.77K	30,550
Q1 2018Mar 31, 2018	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy - Position Entry	+10,800	$1.62K	10,800
Q1 2018Mar 31, 2018	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell - Position Exit	-127,677-100.0%	$0.00	-
Q4 2017Dec 31, 2017	CGNX Cognex Corporation	Cognex Corporation	Buy	+848,791+65.5%	$131.19K	2,144,992
Q4 2017Dec 31, 2017	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell	-18,600-12.7%	$35.23K	127,677
Q4 2017Dec 31, 2017	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-180,000-18.5%	$136.85K	793,637
Q3 2017Sep 30, 2017	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+3,700+36.5%	$744.00	13,850

Page 9 of 13 • 384 total trades

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