Robert Karr - Joho Capital 13F Activity & Position Changes (Q4 2013)

As of Dec 31, 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 Q4 2013, the filing reported:

New Buys - None reported

Increases - Veeco Instruments Inc., Vipshop Holdings Limited, VNET Group, Inc.

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

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
Q4 2013	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-342,400	-18.7%	$264.78K	1,488,550
Q4 2013	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-452,500	-30.2%	$78.59K	1,043,453
Q4 2013	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-2,467,000	-51.1%	$51.39K	2,361,697
Q4 2013	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-310,350	-50.0%	$24.33K	310,350
Q4 2013	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Buy	+1,594,976	+169.5%	$83.46K	2,535,933
Q4 2013	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Buy	+380,500	+98.8%	$64.06K	765,500
Q4 2013	VNET VNET Group, Inc.	VNET Group, Inc.	Buy	+166,000	+7.7%	$54.47K	2,315,782
Q4 2013	YELP Yelp Inc.	Yelp Inc.	Sell	-32,200	-1.6%	$133.34K	1,933,808