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 2013Dec 31, 2013	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Buy	+1,594,976+169.5%	$83.46K	2,535,933
Q4 2013Dec 31, 2013	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Buy	+380,500+98.8%	$64.06K	765,500
Q4 2013Dec 31, 2013	VNET VNET Group, Inc.	VNET Group, Inc.	Buy	+166,000+7.7%	$54.47K	2,315,782
Q4 2013Dec 31, 2013	YELP Yelp Inc.	Yelp Inc.	Sell	-32,200-1.6%	$133.34K	1,933,808
Q4 2013Dec 31, 2013	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-310,350-50.0%	$24.33K	310,350
Q4 2013Dec 31, 2013	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-342,400-18.7%	$264.78K	1,488,550
Q4 2013Dec 31, 2013	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-452,500-30.2%	$78.59K	1,043,453
Q4 2013Dec 31, 2013	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-2,467,000-51.1%	$51.39K	2,361,697
Q3 2013Sep 30, 2013	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Buy - Position Entry	+385,000	$21.87K	385,000
Q3 2013Sep 30, 2013	YELP Yelp Inc.	Yelp Inc.	Buy	+42,000+2.2%	$130.11K	1,966,008
Q3 2013Sep 30, 2013	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-83,000-11.8%	$47.77K	620,700
Q3 2013Sep 30, 2013	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-103,101-6.4%	$104.57K	1,495,953
Q3 2013Sep 30, 2013	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-460,400-20.1%	$284.13K	1,830,950
Q3 2013Sep 30, 2013	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-558,000-10.4%	$84.36K	4,828,697
Q2 2013Jun 30, 2013	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy - Position Entry	+5,386,697	$77.19K	5,386,697
Q2 2013Jun 30, 2013	TAL TAL Education Group	TAL Education Group	Buy - Position Entry	+2,723,337	$28.54K	2,723,337
Q2 2013Jun 30, 2013	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+2,291,350	$216.60K	2,291,350
Q2 2013Jun 30, 2013	VNET VNET Group, Inc.	VNET Group, Inc.	Buy - Position Entry	+2,149,782	$24.36K	2,149,782
Q2 2013Jun 30, 2013	YELP Yelp Inc.	Yelp Inc.	Buy - Position Entry	+1,924,008	$66.90K	1,924,008
Q2 2013Jun 30, 2013	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy - Position Entry	+1,599,054	$105.17K	1,599,054
Q2 2013Jun 30, 2013	HXL Hexcel Corporation	Hexcel Corporation	Buy - Position Entry	+1,375,607	$46.84K	1,375,607
Q2 2013Jun 30, 2013	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Buy - Position Entry	+940,957	$33.33K	940,957
Q2 2013Jun 30, 2013	SBUX Starbucks Corporation	Starbucks Corporation	Buy - Position Entry	+703,700	$46.09K	703,700
Q2 2013Jun 30, 2013	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Buy - Position Entry	+325,000	$19.78K	325,000

Page 13 of 13 • 384 total trades

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