Joho Kapital Q4 2018

Joho Kapital holdings Q4 2018
Name ValueChangeSharesChangeWeightingChange
FLOOR & DECOR HLDGS INCcl a$144,584
62.35%
5,582,381
89.12%
32.41%
50.53%
ALIBABA GROUP HLDG LTDsponsored ads$110,703
-16.81%
807,6370.00%24.81%
-22.87%
COGNEX CORP$107,337
-15.17%
2,775,715
22.44%
24.06%
-21.35%
HEXCEL CORP NEW$39,791
-28.15%
693,956
-15.98%
8.92%
-33.38%
FARFETCH LTDord sh cl aNew $37,7062,129,0538.45%
FOUR SEASONS ED CAYMAN INCadr$4,655
-38.76%
1,900,1480.00%1.04%
-43.22%
LAUDER ESTEE COS INCcl a$1,373
-31.52%
10,550
-23.55%
0.31%
-36.51%
Portfolio Information
QuarterQ4 2018
Total value$446,149,000
Holdings7
Managers
Robert Karr
Quarters
2019-03-31
$593,215
2018-12-31
$446,149
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