Joho Capital’s The RealReal REAL Stock Holding History

Joho Capital’s Portfolio REAL Stock Details REAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-36,400	Closed	-$814K	–	12
2019 Q3	$814K	Buy	36,400 +16,400	+82%	+$330K	0.14%	11
2019 Q2	$578K	Buy	+20,000	New	+$578K	0.09%	12

Other funds holding REAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $258M AUM 80.72% 1-Year Est. Return

CPI

Canaan Partners IX Menlo Park, California $87.5M AUM

IVM

InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return

Greenspring Associates Owings Mills, Maryland $1.48B AUM 61.93% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Joho Capital's REAL Position: Q4 2019 in Review

Joho Capital sold out of The RealReal (REAL) in Q4 2019, closing a stake of 36,400 shares — an estimated $814K sold.

Joho Capital first reported a position in REAL in Q2 2019 and held it in 2 quarters. The position peaked at $814K in Q3 2019. 109 funds tracked by Wall St. Rank hold REAL as of Q4 2019.

Joho Capital reported no remaining The RealReal position as of Q4 2019 after selling out during the quarter.
Joho Capital sold 36,400 The RealReal shares in Q4 2019, an estimated $814K.
Joho Capital first reported a position in The RealReal in Q2 2019 and held it in 2 quarters.
Joho Capital's The RealReal position peaked at $814K in Q3 2019.
109 funds tracked by Wall St. Rank held The RealReal as of Q4 2019.

Based on Joho Capital's 13F filing for Q4 2019, filed 13 Feb 2020.