Joho Capital

Latest statistics and disclosures from Joho Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GOOG, MJN, BIDU, EL, MU. These five stock positions account for 74.94% of Joho Capital's total stock portfolio.
  • Added to shares of BIDU (+$123.40M), MU (+$85.20M), Yelp Inc cl a (+$17.72M), GOOG (+$7.15M), HXL.
  • Started new stock positions in MU, BIDU.
  • Reduced shares in these stocks: YUM (-$70.46M), EDU (-$37.50M), Facebook Inc cl a (-$26.90M), Sina Corporation (-$18.16M).
  • Sold out of its positions in Facebook Inc cl a, EDU, YUM.
  • As of March 31, 2013, Joho Capital has $902.26M in assets under management (AUM). Assets under management grew from a total value of $755.33M to $902.26M.
  • Independent of market fluctuations, Joho Capital was a net buyer by $81.75M worth of stocks in the most recent quarter.

Joho Capital portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Change Share Count Price Last Trade
GOOG Google 25.31 +3.00% 287596 794.03 909.18
MJN Mead Johnson Nutrition 15.17 1766900 77.45 80.47
BIDU Baidu 13.68 NEW 1407050 87.70 94.72
EL Estee Lauder Companies 11.35 1599054 64.03 70.85
MU Micron Technology 9.44 NEW 8536697 9.98 11.31
Yelp Inc cl a 4.53 +76.00% 1722008 23.71 0.00
HXL Hexcel Corporation 4.42 +3.00% 1375607 29.01 33.81
Sina Corporation 4.35 -31.00% 808419 48.59 0.00
VECO Veeco Instruments 4.00 940957 38.33 36.84
SBUX Starbucks Corporation 2.65 419700 56.96 64.13
XRS TAL Education 2.14 2059215 9.37 9.85
21vianet 1.87 1799206 9.40 0.00
SFUN SouFun Holdings 0.96 331881 26.21 26.11
Pactera Technology- 0.13 182916 6.42 0.00

Past 13F-HR SEC Filings for Joho Capital

View All Filings for Joho Capital