Robert Karr – Joho Capital Portfolio Activity & Recent Trades (Jun 30, 2025)

As of Jun 30, 2025, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 Q2 2025, the filing reported:

New Buys – Monday.com (MNDY)

Increases – Taiwan Semiconductor Manufactur (TSM)

Reductions – Adobe Inc. (ADBE), Dutch Bros Inc. (BROS)

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.

Joho Capital Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
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	-
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 • 386 total trades

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