Joho Kapital Q4 2017

Joho Kapital holdings Q4 2017
Name ValueChangeSharesChangeWeightingChange
ALIBABA GROUP HLDG LTDsponsored ads$136,847
-18.62%
793,637
-18.49%
35.21%
-4.02%
COGNEX CORP$131,188
-8.22%
2,144,992
65.48%
33.75%
8.24%
HEXCEL CORP NEW$44,282
7.71%
715,9660.00%11.39%
27.03%
CAESARSTONE LTD$40,310
-41.75%
1,832,279
-21.09%
10.37%
-31.30%
MOHAWK INDS INC$35,226
-2.70%
127,677
-12.72%
9.06%
14.75%
STARBUCKS CORP$795
6.85%
13,8500.00%0.20%
26.02%
Portfolio Information
QuarterQ4 2017
Total value$388,648,000
Holdings6
Managers
Robert Karr
Quarters
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