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
Q4 2014Dec 31, 2014	HXL Hexcel Corporation	Hexcel Corporation	Buy	+231,491+37.0%	$35.55K	856,960
Q4 2014Dec 31, 2014	TAL TAL Education Group	TAL Education Group	Sell	-46,268-1.9%	$68.74K	2,447,262
Q4 2014Dec 31, 2014	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-143,000-20.7%	$124.60K	546,550
Q4 2014Dec 31, 2014	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Sell - Position Exit	-211,700-100.0%	$0.00	-
Q4 2014Dec 31, 2014	VNET VNET Group, Inc.	VNET Group, Inc.	Sell	-364,917-31.3%	$12.38K	800,375
Q4 2014Dec 31, 2014	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Sell	-395,231-36.1%	$24.35K	698,156
Q3 2014Sep 30, 2014	HXL Hexcel Corporation	Hexcel Corporation	Buy	+70,963+12.8%	$24.83K	625,469
Q3 2014Sep 30, 2014	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Sell	-30,500-12.6%	$40.01K	211,700
Q3 2014Sep 30, 2014	TAL TAL Education Group	TAL Education Group	Sell	-78,774-3.1%	$87.12K	2,493,530
Q3 2014Sep 30, 2014	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-121,000-14.9%	$150.48K	689,550
Q3 2014Sep 30, 2014	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Sell	-254,413-18.9%	$38.21K	1,093,387
Q3 2014Sep 30, 2014	YELP Yelp Inc.	Yelp Inc.	Sell	-393,631-67.4%	$13.01K	190,677
Q3 2014Sep 30, 2014	VNET VNET Group, Inc.	VNET Group, Inc.	Sell	-437,642-27.3%	$20.98K	1,165,292
Q2 2014Jun 30, 2014	TAL TAL Education Group	TAL Education Group	Sell	-30,403-1.2%	$70.74K	2,572,304
Q2 2014Jun 30, 2014	YELP Yelp Inc.	Yelp Inc.	Sell	-32,021-5.2%	$44.80K	584,308
Q2 2014Jun 30, 2014	VNET VNET Group, Inc.	VNET Group, Inc.	Sell	-80,283-4.8%	$48.04K	1,602,934
Q2 2014Jun 30, 2014	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Sell	-85,000-26.0%	$45.47K	242,200
Q2 2014Jun 30, 2014	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-101,856-11.2%	$151.42K	810,550
Q2 2014Jun 30, 2014	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Sell	-183,451-12.0%	$50.22K	1,347,800
Q1 2014Mar 31, 2014	TAL TAL Education Group	TAL Education Group	Sell	-120,630-4.4%	$58.61K	2,602,707
Q1 2014Mar 31, 2014	SBUX Starbucks Corporation	Starbucks Corporation	Sell - Position Exit	-310,350-100.0%	$0.00	-
Q1 2014Mar 31, 2014	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Sell - Position Exit	-325,000-100.0%	$0.00	-
Q1 2014Mar 31, 2014	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Sell	-438,300-57.3%	$48.85K	327,200
Q1 2014Mar 31, 2014	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-576,144-38.7%	$139.03K	912,406
Q1 2014Mar 31, 2014	VNET VNET Group, Inc.	VNET Group, Inc.	Sell	-632,565-27.3%	$48.31K	1,683,217
Q1 2014Mar 31, 2014	HXL Hexcel Corporation	Hexcel Corporation	Sell	-821,101-59.7%	$24.14K	554,506
Q1 2014Mar 31, 2014	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Sell	-1,004,682-39.6%	$64.20K	1,531,251
Q1 2014Mar 31, 2014	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell - Position Exit	-1,043,453-100.0%	$0.00	-
Q1 2014Mar 31, 2014	YELP Yelp Inc.	Yelp Inc.	Sell	-1,317,479-68.1%	$47.41K	616,329
Q1 2014Mar 31, 2014	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell - Position Exit	-2,361,697-100.0%	$0.00	-

Page 12 of 13 • 384 total trades

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