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 |
