Joho Capital as of Dec. 31, 2012
Portfolio Holdings for Joho Capital
Joho Capital holds 15 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 26.2 | $198M | 279k | 709.37 | ||
| Mead Johnson Nutrition | 15.4 | $116M | 1.8M | 65.89 | |
| Estee Lauder Companies (EL) | 12.7 | $96M | 1.6M | 59.86 | |
| Yum! Brands (YUM) | 9.3 | $71M | 1.1M | 66.40 | |
| Sina Corporation | 7.9 | $59M | 1.2M | 50.22 | |
| New Oriental Education & Tech | 5.0 | $38M | 1.9M | 19.43 | |
| Hexcel Corporation (HXL) | 4.8 | $36M | 1.3M | 26.96 | |
| Veeco Instruments (VECO) | 3.7 | $28M | 941k | 29.52 | |
| Facebook Inc cl a (META) | 3.6 | $27M | 1.0M | 26.63 | |
| Starbucks Corporation (SBUX) | 3.0 | $23M | 420k | 53.62 | |
| TAL Education (TAL) | 2.6 | $20M | 2.1M | 9.60 | |
| Yelp Inc cl a (YELP) | 2.4 | $18M | 975k | 18.85 | |
| 21vianet Group (VNET) | 2.3 | $17M | 1.8M | 9.61 | |
| SouFun Holdings | 1.1 | $8.3M | 332k | 25.00 | |
| Pactera Technology- | 0.2 | $1.5M | 183k | 7.94 |
