Tracking Robert Karr's Joho Capital Portfolio - Q4 2012 Update

Below is a spreadsheet that highlights the changes to Robert Karr's Joho Capital US long stock portfolio as of Q4 2012. Please check out our previous update to have an idea on how the portfolio is progressing:



 Karr made several changes to his portfolio this quarter as the 13F portfolio value went up from around $627M to $755M. Major new positions include a 4.75% position in Hexcel Corp. (HXL), a ~3% position in Starbucks (SBUX), and a 2.43% position in Yelp Inc. (YELP). Baidu Inc. (BIDU), a 6.3% position established last quarter was eliminated this quarter. Other stake reductions include 21Vianet Group (VNET) and New Oriental Education (EDU). Stake increases include Google Inc. (GOOG), Mead Johnson (MJN), and Yum Brands (YUM).


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