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 |
|---|---|---|---|---|---|
| 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 |
