Joho Capital

Joho Capital as of June 30, 2014

Portfolio Holdings for Joho Capital

Joho Capital holds 12 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Baidu Spon Adr Rep A (BIDU) 23.1 $151M 811k 186.81
Tal Ed Group Ads Repstg Com (TAL) 10.8 $71M 2.6M 27.50
Google Cl A 7.7 $50M 86k 584.67
Veeco Instruments (VECO) 7.7 $50M 1.3M 37.26
58 Spon Adr Rep A 7.6 $50M 920k 54.06
Google CL C 7.6 $50M 86k 575.28
21vianet Group Sponsored Adr (VNET) 7.3 $48M 1.6M 29.97
Vipshop Hldgs Sponsored Adr (VIPS) 6.9 $46M 242k 187.74
Ye Cl A (YELP) 6.8 $45M 584k 76.68
Mead Johnson Nutrition 6.5 $43M 460k 93.17
Tarena Intl Adr 4.5 $29M 2.2M 13.13
Hexcel Corporation (HXL) 3.5 $23M 555k 40.90