Joho Capital Buys Floor & Decor Holdings Inc, Four Seasons Education (Cayman) Inc, The Estee Lauder Inc, Sells Caesarstone, Mohawk Industries Inc

• New Purchases: FND, FEDU, EL,
• Added Positions: BABA, CGNX, SBUX,
• Sold Out: CSTE, MHK,

For the details of Robert Karr's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Robert+Karr

1. Alibaba Group Holding Ltd (BABA) - 890,637 shares, 40.62% of the total portfolio. Shares added by 12.22%
2. Cognex Corp (CGNX) - 2,473,666 shares, 31.96% of the total portfolio. Shares added by 15.32%
3. Floor & Decor Holdings Inc (FND) - 923,278 shares, 11.96% of the total portfolio. New Position
4. Hexcel Corp (HXL) - 715,966 shares, 11.49% of the total portfolio.
5. Four Seasons Education (Cayman) Inc (FEDU) - 1,900,148 shares, 3.13% of the total portfolio. New Position

Joho Capital initiated holding in Floor & Decor Holdings Inc. The purchase prices were between $44.08 and $52.12, with an estimated average price of $47.23. The stock is now traded at around $46.12. The impact to a portfolio due to this purchase was 11.96%. The holding were 923,278 shares as of 2018-03-31.

Joho Capital initiated holding in Four Seasons Education (Cayman) Inc. The purchase prices were between $6.18 and $10.05, with an estimated average price of $8.09. The stock is now traded at around $6.98. The impact to a portfolio due to this purchase was 3.13%. The holding were 1,900,148 shares as of 2018-03-31.

Joho Capital initiated holding in The Estee Lauder Companies Inc. The purchase prices were between $127.24 and $149.72, with an estimated average price of $138.18. The stock is now traded at around $140.54. The impact to a portfolio due to this purchase was 0.4%. The holding were 10,800 shares as of 2018-03-31.

Joho Capital added to a holding in Starbucks Corp by 120.58%. The purchase prices were between $53.77 and $61.69, with an estimated average price of $57.81. The stock is now traded at around $57.10. The impact to a portfolio due to this purchase was 0.24%. The holding were 30,550 shares as of 2018-03-31.

Joho Capital sold out a holding in Caesarstone Ltd. The sale prices were between $18.7 and $25.35, with an estimated average price of $21.57.

Joho Capital sold out a holding in Mohawk Industries Inc. The sale prices were between $227.9 and $281.06, with an estimated average price of $257.62.