Robert Karr, one of Julian Robertson’s “Tiger Cubs,” is the founder and current portfolio manager of Joho Capital. He is known for his simplistic investment strategy that focuses on a small concentration of top-notch companies. Before starting his own hedge fund, Karr was a managing director at Tiger Management, and provided services for a large portfolio of Asian equities. Karr’s expertise in the Far East comes from the knowledge he gained while living in Tokyo, Japan during this time. Karr honed his investing chops while living in the country, and after four years with Tiger Management, Karr opened the New York-based Joho Capital in 1996, with additional offices in Tokyo and Taipei, Taiwan.
| Fund Name: | Joho Capital |
| Manager | Robert Karr |
| Portfolio Value | $755,327,000 |
| Change This QTR | +1.20% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | GOOG | 278,596 | $197,628 | +6% |
26.16% | |
| 2.) | MJN | 1,766,900 | $116,421 | +83% |
15.41% | |
| 3.) | EL | 1,599,054 | $95,719 |  |
12.67% | |
| 4.) | YUM | 1,061,150 | $70,460 | +88% |
9.32% | |
| 5.) | SINA | 1,182,100 | $59,365 | +73% |
7.85% | |
| 6.) | EDU | 1,929,785 | $37,496 | -40% |
4.96% | |
| 7.) | HXL | 1,330,807 | $35,879 |  |
4.75% | |
| 8.) | VECO | 940,957 | $27,777 | |
3.67% | |
| 9.) | FB | 1,010,000 | $26,896 | +41% |
3.56% | |
| 10.) | SBUX | 419,700 | $22,504 | |
2.97% |
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