Robert Karr's Joho Capital Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
21VIANET GROUP INC VNET 24,357 2.09% 2,149,782 11.33 1,799,206 9.40 Add 19.49%
BAIDU INC BIDU 216,601 18.56% 2,291,350 94.53 1,407,050 87.70 Add 62.85%
ESTEE LAUDER COMPANIES INC EL 105,170 9.01% 1,599,054 65.77 1,599,054 64.03 No change 0.00%
GOOGLE INC GOOG 253,427 21.72% 287,864 880.37 287,596 794.03 Add 0.09%
HEXCEL CORPORATION HXL 46,839 4.01% 1,375,607 34.05 1,375,607 29.01 No change 0.00%
MEAD JOHNSON NUTRITION COMPANY MJN 139,991 12.00% 1,766,900 79.23 1,766,900 77.45 No change 0.00%
MICRON TECHNOLOGY INC MU 77,191 6.62% 5,386,697 14.33 8,536,697 9.98 Reduce -36.90%
MINDRAY MEDICAL INTERNATIONAL LTD MR 84,183 7.21% 2,247,881 37.45 0 0.00 New investment 100.00%
PACTERA TECHNOLOGY INTERNATIONAL LTD PACT 1,235 0.11% 182,916 6.75 182,916 6.42 No change 0.00%
SINA COM SINA 0 0.00% 0 0.00 808,419 48.59 Sold out -100.00%
SOUFUN HOLDINGS LIMITED SFUN 3,759 0.32% 151,459 24.82 331,881 26.21 Reduce -54.36%
STARBUCKS CORP SBUX 46,085 3.95% 703,700 65.49 419,700 56.96 Add 67.67%
TAL EDUCATION GROUP XRS 28,541 2.45% 2,723,337 10.48 2,059,215 9.37 Add 32.25%
TRIPADVISOR INC TRIP 19,783 1.70% 325,000 60.87 0 0.00 New investment 100.00%
VEECO INSTRUMENTS VECO 33,329 2.86% 940,957 35.42 940,957 38.33 No change 0.00%
YELP INC YELP 66,898 5.73% 1,924,008 34.77 1,722,008 23.71 Add 11.73%
YOUKU TUDOU INC YOKU 19,408 1.66% 1,011,383 19.19 0 0.00 New investment 100.00%
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