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

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, 2015. 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	-