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 |
