Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2013)

As of Jun 30, 2013, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2013, the filing reported:

New Buys - Baidu, Inc., Estee Lauder Companies, Inc. (T, Hexcel Corporation, Micron Technology, Inc., Starbucks Corporation, and 5 more

Increases - None reported

Reductions - None reported

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2013	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+2,291,350	-	$216.60K	2,291,350
Q2 2013	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy - Position Entry	+1,599,054	-	$105.17K	1,599,054
Q2 2013	HXL Hexcel Corporation	Hexcel Corporation	Buy - Position Entry	+1,375,607	-	$46.84K	1,375,607
Q2 2013	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy - Position Entry	+5,386,697	-	$77.19K	5,386,697
Q2 2013	SBUX Starbucks Corporation	Starbucks Corporation	Buy - Position Entry	+703,700	-	$46.09K	703,700
Q2 2013	TAL TAL Education Group	TAL Education Group	Buy - Position Entry	+2,723,337	-	$28.54K	2,723,337
Q2 2013	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Buy - Position Entry	+325,000	-	$19.78K	325,000
Q2 2013	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Buy - Position Entry	+940,957	-	$33.33K	940,957
Q2 2013	VNET VNET Group, Inc.	VNET Group, Inc.	Buy - Position Entry	+2,149,782	-	$24.36K	2,149,782
Q2 2013	YELP Yelp Inc.	Yelp Inc.	Buy - Position Entry	+1,924,008	-	$66.90K	1,924,008