Tracking Robert Karr's Joho Capital Portfolio - Q3 2012 Update

Below is a spreadsheet that highlights the changes to Robert Karr's Joho Capital US long stock portfolio as of Q3 2012:


Robert Karr is one of the tiger cubs (manager who learned the tricks of the trade from Julian Robertson, founder of now defunct Tiger Management Group) who has an annualized return of well over 20% since inception (1996). Baidu Inc. (BIDU) is the only new position this quarter at just over 6% of the portfolio. Other major changes include sizable stake increases in Facebook (FB), Mead Johnson (MJN), and Yum Brands (YUM).


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