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

According to the SEC 13F filed on Aug 14, 2026, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. 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