Joho Capital

Latest statistics and disclosures from JOHO CAPITAL's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are XRS, Google Inc Class C, BIDU, *qunar Cayman Is Ltd spns adr cl b, MJN. These five stock positions account for 79.57% of JOHO CAPITAL's total stock portfolio.
  • Added to shares of these 3 stocks: Yelp Inc cl a (+$15.39M), XRS (+$5.60M), MJN.
  • Reduced shares in these 5 stocks: GOOG (-$45.49M), BIDU (-$42.90M), VECO (-$24.35M), (-$12.38M), Tarena International Inc- (-$10.24M).
  • Sold out of its positions in 21vianet, VECO.
  • As of March 31, 2015, JOHO CAPITAL has $437.60M in assets under management (AUM). Assets under management dropped from a total value of $521.37M to $437.60M.
  • Independent of market fluctuations, JOHO CAPITAL was a net seller by $113.10M worth of stocks in the most recent quarter.

JOHO CAPITAL portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
XRS TAL Education 19.86 +6.00% 2615890 33.22 31.27
Google Inc Class C 18.87 150664 548.00 0.00
BIDU Baidu 16.23 -37.00% 340700 208.40 207.29
*qunar Cayman Is Ltd spns adr cl b 14.22 1508617 41.25 0.00
MJN Mead Johnson Nutrition 10.40 +2.00% 452500 100.53 98.45
HXL Hexcel Corporation 10.07 856960 51.42 47.72
Yelp Inc cl a 8.72 +67.00% 805677 47.35 0.00
Tarena International Inc- 1.14 -67.00% 514303 9.73 0.00
GOOG Google 0.50 -95.00% 3964 554.74 554.33

Past 13F-HR SEC Filings for JOHO CAPITAL

View All Filings for JOHO CAPITAL