Robert Karr’s Joho Capital Q2 2012 13F Filing is Out

Posted on August 14th, 2012 by whalewisdom

Privately owned hedge fund, Joho Capital, LLC, has filed their June 30th 2012 13f filing.

Summary for 06/30/2012 13F Filing

Market Value:	$513,863,836
Prior Market Value:	$472,384,382
New Purchases:	3 stocks
Additional Purchases:	4 stocks
Sold out of:	3 stocks
Reduced holdings in:	1 stock

13F Holdings Summary

**Top** 13F Holdings on 06/30/2012
Stock	% of Portfolio
Google Inc.	28.3%
New Oriental Education & Technology Group	19.79%
Estee Lauder Companies Inc.	16.84%
Mead Johnson Nutrition Company	6.92%
Sina Corp.	6.86%
Veeco Instruments Inc.	6.29%
21VIANET GROUP INC SPONSORED ADR	4.77%
TAL Education Group American De	4.03%
Yum! Brands, Inc.	3.46%
FACEBOOK INC CL A COM STK (DE)	2.21%

Major **new** positions on 06/30/2012
Stock	% of Portfolio
Mead Johnson Nutrition Company	6.92%
Yum! Brands, Inc.	3.46%
FACEBOOK INC CL A COM STK (DE)	2.21%

Major positions **closed** on 06/30/2012
Stock	Prior % of Portfolio
Yahoo! Inc.	7.63%
Home Inns & Hotels Management Inc.	2.67%
Changyou.com Limited	1.45%

Comments are closed.