Joho Capital

Joho Capital as of March 31, 2013

Portfolio Holdings for Joho Capital

Joho Capital holds 14 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 25.3 $228M 288k 794.03
Mead Johnson Nutrition 15.2 $137M 1.8M 77.45
Baidu (BIDU) 13.7 $123M 1.4M 87.70
Estee Lauder Companies (EL) 11.3 $102M 1.6M 64.03
Micron Technology (MU) 9.4 $85M 8.5M 9.98
Yelp Inc cl a (YELP) 4.5 $41M 1.7M 23.71
Hexcel Corporation (HXL) 4.4 $40M 1.4M 29.01
Sina Corporation 4.3 $39M 808k 48.59
Veeco Instruments (VECO) 4.0 $36M 941k 38.33
Starbucks Corporation (SBUX) 2.6 $24M 420k 56.96
TAL Education (TAL) 2.1 $19M 2.1M 9.37
21vianet Group (VNET) 1.9 $17M 1.8M 9.40
SouFun Holdings 1.0 $8.7M 332k 26.21
Pactera Technology- 0.1 $1.2M 183k 6.42