Joho Kapital Q3 2018

Joho Kapital holdings Q3 2018
Name ValueChangeSharesChangeWeightingChange
ALIBABA GROUP HLDG LTDsponsored ads$133,066
-19.47%
807,637
-9.32%
32.17%
-10.60%
COGNEX CORP$126,539
-7.57%
2,266,917
-26.14%
30.59%
2.61%
FLOOR & DECOR HLDGS INCcl a$89,055
20.54%
2,951,758
97.09%
21.53%
33.82%
HEXCEL CORP NEW$55,381
1.01%
825,9660.00%13.39%
12.13%
FOUR SEASONS ED CAYMAN INCadr$7,601
-26.20%
1,900,1480.00%1.84%
-18.07%
LAUDER ESTEE COS INCcl a$2,005
1.83%
13,8000.00%0.48%
13.04%
ALBEMARLE CORPSold $0-167,000-3.43%
HUYA INCSold $0-10,000-0.07%
Portfolio Information
QuarterQ3 2018
Total value$413,647,000
Holdings6
Managers
Robert Karr
Quarters
2018-09-30
$413,647
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