Robert Karr - Joho Capital Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 14, 2025
Total Stocks		8
Portfolio Value		$578.89M

Joho Capital Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2016Mar 31, 2016	HXL Hexcel Corporation	Hexcel Corporation	Sell	-164,481-13.1%	$47.85K	1,094,779
Q1 2016Mar 31, 2016	TAL TAL Education Group	TAL Education Group	Sell	-461,003-52.2%	$20.97K	422,053
Q1 2016Mar 31, 2016	YRD Yiren Digital Ltd.	Yiren Digital Ltd.	Sell - Position Exit	-725,275-100.0%	$0.00	-
Q4 2015Dec 31, 2015	CGNX Cognex Corporation	Cognex Corporation	Buy	+1,188,096+337.1%	$52.02K	1,540,549
Q4 2015Dec 31, 2015	YRD Yiren Digital Ltd.	Yiren Digital Ltd.	Buy - Position Entry	+725,275	$6.85K	725,275
Q4 2015Dec 31, 2015	YELP Yelp Inc.	Yelp Inc.	Buy - Position Entry	+68,600	$1.98K	68,600
Q4 2015Dec 31, 2015	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+52,956	$40.19K	52,956
Q4 2015Dec 31, 2015	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+12,516	$2.37K	12,516
Q4 2015Dec 31, 2015	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+2,607	$2.03K	2,607
Q4 2015Dec 31, 2015	TAL TAL Education Group	TAL Education Group	Sell	-1,014,868-53.5%	$41.04K	883,056
Q3 2015Sep 30, 2015	HXL Hexcel Corporation	Hexcel Corporation	Buy	+402,300+46.9%	$56.49K	1,259,260
Q3 2015Sep 30, 2015	CGNX Cognex Corporation	Cognex Corporation	Buy - Position Entry	+352,453	$12.11K	352,453
Q3 2015Sep 30, 2015	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+325,450+93.3%	$39.77K	674,450
Q3 2015Sep 30, 2015	GLW Corning Incorporated	Corning Incorporated	Buy - Position Entry	+157,200	$2.69K	157,200
Q3 2015Sep 30, 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,550-28.0%	$2.04K	3,990
Q3 2015Sep 30, 2015	BIDU Baidu, Inc.	Baidu, Inc.	Sell - Position Exit	-1,640-100.0%	$0.00	-
Q3 2015Sep 30, 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell - Position Exit	-12,320-100.0%	$0.00	-
Q3 2015Sep 30, 2015	TAL TAL Education Group	TAL Education Group	Sell	-437,379-18.7%	$61.02K	1,897,924
Q2 2015Jun 30, 2015	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+349,000	$28.71K	349,000
Q2 2015Jun 30, 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy - Position Entry	+12,320	$338.00	12,320
Q2 2015Jun 30, 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+5,540	$2.40K	5,540
Q2 2015Jun 30, 2015	TAL TAL Education Group	TAL Education Group	Sell	-280,587-10.7%	$82.44K	2,335,303
Q2 2015Jun 30, 2015	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-339,060-99.5%	$326.00	1,640
Q2 2015Jun 30, 2015	YELP Yelp Inc.	Yelp Inc.	Sell - Position Exit	-805,677-100.0%	$0.00	-
Q1 2015Mar 31, 2015	YELP Yelp Inc.	Yelp Inc.	Buy	+325,000+67.6%	$38.15K	805,677
Q1 2015Mar 31, 2015	TAL TAL Education Group	TAL Education Group	Buy	+168,628+6.9%	$86.90K	2,615,890
Q1 2015Mar 31, 2015	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-205,850-37.7%	$71.00K	340,700
Q1 2015Mar 31, 2015	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Sell - Position Exit	-698,156-100.0%	$0.00	-
Q1 2015Mar 31, 2015	VNET VNET Group, Inc.	VNET Group, Inc.	Sell - Position Exit	-800,375-100.0%	$0.00	-
Q4 2014Dec 31, 2014	YELP Yelp Inc.	Yelp Inc.	Buy	+290,000+152.1%	$26.31K	480,677

Page 11 of 13 • 384 total trades

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