Joho Capital (Robert Karr ) discloses updated portfolio positions in 13F filing:
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- Increased positions in: SBUX (to ~0.01 mln shares from ~0.01 mln shares)
- Maintained positions in: CSTE (~2.32 mln shares), CGNX (~1.3 mln shares), HXL (~0.72 mln shares), MHK (~0.15 mln shares)
- Closed positions in: GRUB (from ~0.87 mln shares), BEDU (from ~0.35 mln)
- Decreased positions in: BABA (to ~0.97 mln shares from ~1.2 mln shares)