Joho Kapital Q2 2018

Joho Kapital holdings Q2 2018
Name ValueChangeSharesChangeWeightingChange
ALIBABA GROUP HLDG LTDsponsored ads$165,240
1.08%
890,6370.00%35.98%
-11.42%
COGNEX CORP$136,909
6.46%
3,069,024
24.07%
29.81%
-6.71%
FLOOR & DECOR HLDGS INCcl a$73,881
53.53%
1,497,681
62.21%
16.09%
34.55%
HEXCEL CORP NEW$54,828
18.56%
825,966
15.36%
11.94%
3.90%
ALBEMARLE CORPNew $15,753167,0003.43%
FOUR SEASONS ED CAYMAN INCadr$10,299
-18.25%
1,900,1480.00%2.24%
-28.36%
LAUDER ESTEE COS INCcl a$1,969
21.77%
13,800
27.78%
0.43%
6.71%
HUYA INCNew $32910,0000.07%
STARBUCKS CORPSold $0-30,550-0.44%
Portfolio Information
QuarterQ2 2018
Total value$459,208,000
Holdings8
Managers
Robert Karr
Quarters
2018-06-30
$459,208
2018-03-31
$402,423
2017-12-31
$388,648
2017-09-30
$458,361
2017-06-30
$485,786
2017-03-31
$522,962
2016-12-31
$498,015
2016-09-30
$508,199
2016-06-30
$367,294
2016-03-31
$398,135
2015-12-31
$357,003
2015-09-30
$349,247
2015-06-30
$429,110
2015-03-31
$437,603
2014-12-31
$521,374
2014-09-30
$590,137
2014-06-30
$654,992
2014-03-31
$625,882
2013-12-31
$1,461,805
2013-09-30
$1,332,589
2013-06-30
$1,166,797
SEC Filings