Joho Kapital Q3 2017

Joho Kapital holdings Q3 2017
Name ValueChangeSharesChangeWeightingChange
ALIBABA GROUP HLDG LTDsponsored ads$168,157
-0.81%
973,637
-19.08%
36.69%
5.13%
COGNEX CORP$142,945
19.95%
1,296,201
-7.66%
31.19%
27.12%
CAESARSTONE LTD$69,199
-14.98%
2,322,1300.00%15.10%
-9.89%
HEXCEL CORP NEW$41,111
8.77%
715,9660.00%8.97%
15.28%
MOHAWK INDS INC$36,205
2.41%
146,2770.00%7.90%
8.53%
STARBUCKS CORP$744
25.68%
13,850
36.45%
0.16%
33.20%
BRIGHT SCHOLAR ED HLDGS LTDsponsored adsSold $0-350,000-0.86%
GRUBHUB INCSold $0-866,799-7.78%
Portfolio Information
QuarterQ3 2017
Total value$458,361,000
Holdings6
Managers
Robert Karr
Quarters
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