Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2015)

As of Jun 30, 2015, 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 2015, the filing reported:

New Buys - Amazon.com, Inc., Alibaba Group Holding Limited, Cisco Systems, Inc.

Increases - None reported

Reductions - Baidu, Inc., TAL Education Group

Complete Exits - Yelp Inc.

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 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+5,540	-	$2.40K	5,540
Q2 2015	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+349,000	-	$28.71K	349,000
Q2 2015	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-339,060	-99.5%	$326.00	1,640
Q2 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy - Position Entry	+12,320	-	$338.00	12,320
Q2 2015	TAL TAL Education Group	TAL Education Group	Sell	-280,587	-10.7%	$82.44K	2,335,303
Q2 2015	YELP Yelp Inc.	Yelp Inc.	Sell - Position Exit	-805,677	-100.0%	$0.00	-