Robert Karr - Joho Capital 13F Activity & Position Changes (Q3 2013)

As of Sep 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 Q3 2013, the filing reported:

New Buys - Vipshop Holdings Limited

Increases - Yelp Inc.

Reductions - Baidu, Inc., Estee Lauder Companies, Inc. (T, Micron Technology, Inc., Starbucks Corporation

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
Q3 2013	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-460,400	-20.1%	$284.13K	1,830,950
Q3 2013	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-103,101	-6.4%	$104.57K	1,495,953
Q3 2013	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-558,000	-10.4%	$84.36K	4,828,697
Q3 2013	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-83,000	-11.8%	$47.77K	620,700
Q3 2013	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Buy - Position Entry	+385,000	-	$21.87K	385,000
Q3 2013	YELP Yelp Inc.	Yelp Inc.	Buy	+42,000	+2.2%	$130.11K	1,966,008