Joho Capital (Robert Karr ) discloses updated portfolio positions in 13F filing: Closes CPOE and AEO, Decreases CGNX position
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- Maintained positions in: GRUB (~4.37 mln shares), CSTE (~2.32 mln shares), ETSY (~1.37 mln shares), BABA (~1.31 mln shares), HXL (~0.39 mln shares)
- Closed positions in: COE (from ~0.26 mln shares), AEO (from ~0.06 mln)
- Decreased positions in: CGNX (to ~1.4 mln shares from ~1.63 mln shares)